Financial Overview

Quick view of your overall financial picture so you always know how much you have and where it all is. With easy to read graphs and charts, you'll also see how much you owe and to whom.

• Checkbook-style register provides a convenient and familiar interface to entering financial transactions
• A reconcile window makes it easy to balance your statements
• Create recurring transactions, including automatic reminders when a transaction is due so you'll never have another late fee or overdraft charge
• Import information in various formats including Microsoft® Excel, Comma Separated Value (CSV), or QIF (Microsoft Money & Quicken®) and QFX (online banking standard)

Account View

Clear view of your various accounts including checking, savings, credit cards, investments, retirement, mortgage and other loans.

• Checking, Savings, Credit Card or Loan Accounts
• Manage income and expense transactions within these accounts
• Create your own categories and organize these transactions to track where your money comes or goes
• Manage money transfers between accounts
• Manage Payees
• Stock/Bonds/Mutual Fund Accounts
• Track your shares, bonds and related investments
• Track the gain/loss for each investment
• Update current share price

Online Connection

• Download all your bank and credit card statements directly from their website
• Get Stock & Mutual Fund quotes online from various web sites so your portfolio is updated automatically

Reports & Budgets

Preset reports give you a quick picture of how you spend your money each month. Setup a budget and then compare how you spend your money each month to make sure you stay within or close to that budget. Personal Wealth Manager will also track your bills and deposits and remind you of upcoming activity so you never miss a payment or deposit.

• View spending by category over a date range for specific or all accounts
• View spending on a single category over time
• View income vs expenses
• View spending by payee
• View expenses and how you are doing on a budget