Personal Finances Pro是一款适合个人使用的日常记账,理财工具,能够有效地帮助您管理日常的开支和收入!
【软件特点】
该软件允许你创建年度预算评估，跟踪收入和花费，并且计算你的净值。提供包括分类和各种不同收入水平的概要预算描述。
早年预算可以被导入到当前年度。包括用于分期偿还借贷，比较利息率，以及创建储蓄计划的计算器。储蓄计算器可以执行采用一次付清合计和年金计算的退休收入预测。概要浏览通过表格和图表对比每月和年度投资预算和实际收入和费用。
定制你自己的账户，事务类型和分类。事务可以使用年度和月度图表进行浏览，并且可以按照账户和分类进行过滤。
这些可以按照日期，账户，分类和总计进行排序。可以生成分解和重复事务。收入可以以月度为基础分配到各种不同的分类以及一个将被分配到各种不同存储目的的存储库当中。日期可以被保持和导出到 CSV (逗号分隔)或者文本文件当中。密码保护数据库可以保持你的私人记录的安全性。
Personal Finances Pro 5.X+ Portable
It is a home accounting software. It tracks all your expenses, logging the regular ones automatically. You can easily compare family gains and losses and estimate the efficiency of using home budget resources. The features which make Personal Finances unique in its category are total simplicity and clearness. You can see at once from the summary view the way your money was spent, total sum and percentage structure for categories, balance on accounts, as well as overall balance. There is no need to scrutinize the reports in order to analyze your financial condition. The program is supplied with ability of logging regular transactions automatically. You may also install and run the application from the USB flash drive; consequently, your “personal accountant” will be portable and always at hand!
Main resources
• Unlimited number of accounts, currencies, categories and sub-categories.
• Logging the regular transactions automatically using scheduler. Calendar view
• Summary view, graphs and reports, printing, export and import data.
• Customizable user fields, sorting by any field, search, grouping transactions by names.
• Password protection, categories, tags and family members.
Some handy features
• The QExpense feature will help the user enter frequently repeated transactions, without the need to fill in all transaction details into the form again
• Create a copy. Any transaction can be copied and edited (if necessary).
• AutoFill. With this handy feature, one can get a transaction name filled in automatically.
• Save date of the last entered transaction. This feature allows the user to easily create several transactions “post factum”, without the need to specify the date of every new transaction again and again.
Key features
The concept behind the program lies in grouping expenses and income into categories. This is useful because one can see where money is going and how much is spent at a single glance, without the need to examine the reports. The system of categories is designed as a tree that may have the unlimited number of sub categories. Each category may fall into sub categories, each of which may further fall into more sub categories. Additionally, expenses and income can be grouped by family members and assigned special tags. This allows the user to see the flow of money in general and then drill down into details.
Transactions
The key notion of the program is a transaction, which stands for any expense, income or transfer of money from one account to another.
• Sort by any field, grouping by categories, tags and family members.
• Three additional user customizable fields for each transaction.
• Search, any time range and printing.
Scheduler
The scheduler allows the user to create recurring transactions automatically. Such transactions will be entered by the program automatically at a preset time, without any user interference.
• Flexible schedule: each week, two weeks, month, year, weekdays and more.
• Planned transaction state and nearest response time.
• Search, groups, sorting and printing – all featutes available.
Calendar
Calendar is very useful tool to view transactions grouped by days and accounts totals on each day in past and future including scheduled transactions.
• Any time range: week, two weeks, month, two months and so on.
• Account state, balance, transactions and scheduler on any date in past and future.
• Printing.
Reports
Graphs and reports. Income/Expense, categories, tags and family members summary.
• Pie charts, donuts and bars.
• Printing, export to html
Language : Multilingual
Home Page – http://www.financessoftware.com/
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