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Personal Finance Software Features

Accounts

  • Unlimited number of accounts
  • Account types: Bank, Credit card, Cash, Investment, Other asset, Other liability
  • Forecast balances into the future (taking into account future deposits, withdrawals and uncleared transactions)
  • Reconcile with bank statement

Reminders

  • Types: Standard deposit/withdrawal, Loan payment, General memo
  • Reminder occurrences: Daily, Weekly, Monthly, Annually
  • Advanced occurrence options (i.e. "Every third Wednesday")
  • Automatically record reminders
  • Create reminders from transactions
  • Reminder calendar with days due and past due

Categories

  • Unlimited number of categories
  • Unlimited parent-child category relationships
  • Specify categories as income, expense and tax-related
  • Generate reports by category

Payees

  • Unlimited number of payees
  • Track payee details, such as address, account number, and more
  • Generate reports by payee

Tags

  • Unlimited number of tags
  • Generate reports by tags

Budgets

  • Unlimited number of budgets
  • Track how much you are under and over budget for a category
  • Optional budget amount roll-overs
  • Drill down into budgets and see transaction details

Online banking (Optional)

  • Automatically download transactions using Moneyspire Connect service
  • Automatically download transactions using Direct Connect service
  • Pay bills using Direct Connect service
  • Import OFX, QFX, QIF and CSV files from financial institution websites
  • Easily import files from financial institution by drag and drop

Supported file types

  • Can export to QIF and spreadsheet (CSV) files
  • Can import QIF, QMTF, OFX, QFX and CSV files from other financial applications (and financial institutions)

Checks

  • Can print checks (including payee address) on pre-printed check stock
  • Calibration tool lets you calibrate Moneyspire to any check stock

Search

  • Search for transactions by date, amount, number, payee, memo, category and tags
  • Full text search of transactions from the register

Currencies

  • Supports all world currencies
  • Can download latest exchange rates
  • Can transfer money between foreign accounts

Languages

  • Translated into English, Spanish, French, Portuguese, German and Italian
  • Will default to English for all other languages

Reports

  • Income vs expense summary
  • Income vs expense detail
  • Monthly comparison
  • Transaction history
  • Balance sheet
  • Expenses chart
  • Net worth trend chart
  • Subtotal by accounts, categories, payees and tags
  • Export to spreadsheet (CSV)

User interface and functionality

  • Customizable colors
  • Customizable font size
  • Customizable data locations
  • Customizable sort options
  • Customizable register column order
  • Bulk-edit transactions
  • Copy and duplicate transactions
  • Cut and paste transactions between accounts
  • Learns how to automatically categorize transactions (feature can be turned off)
  • Keeps track of cleared and uncleared transactions and balances

Data file

  • All financial data is conveniently stored in a single file
  • Encrypted by military grade 128-bit encryption
  • Automatic data backup to customizable location

Moneyspire Cloud (Optional)

  • Moneyspire Cloud service to easily share data between multiple computers and mobile devices

Separate finances

  • Separate your personal and business finances
  • Transfer money between personal and business accounts

What's new for 2018

  • Single license now includes both Mac and Windows versions, and can be used on all computers in your household
  • Improved user interface that is more attractive and easier to read
  • New Tags feature for enhanced transaction categorization and reporting
  • New Monthly Comparison report to show category amounts over multiple months in a spreadsheet-like view
  • Can now drag and drop import files into application window for quicker importing
  • Can now search for payee text in Find window rather than having to match payee exactly
  • Balance forecast now includes a chart
  • Balance forecast now includes uncleared transactions
  • Can now print Budget screen
  • Can now copy budget to spreadsheet
  • Reminders list is now included when printing the Reminders calendar
  • Direct Connect and Moneyspire Connect import windows are now unified for quicker importing
  • New Loan Reminder feature to automatically calculate interest and principal payments
  • Reconcile now remembers last reconcile date
  • Improved investment Portfolio feature
  • Investment transactions can now be categorized and included in reports
  • Added scrollbar to reports section so all report options now fit on smaller screens
  • Improved importing of QIF, QMTF, OFX, QFX and CSV files
  • Added support for additional world currencies
  • Can now hide sidebar
  • Can now hide cleared transactions
  • Can now select date for Balance Sheet report
  • Improved duplicate transaction checker
  • Can now customize data folder location
  • Can now turn off automatic categorization for imported transactions
  • And much more!



Start using Moneyspire personal finance software now


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