Personal Finances (Demo)

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Personal Finances (Demo)

by: SoftByCloud | 5.2 5

5.2 Users
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Description

* Website: www.personalfinances.pt
* E-mail support (if you need help, contact by e-mail): support@personalfinances.pt
* User Manual: https://personalfinances.softbycloud.com/downloads/manual/PersonalFinances_Mobile_User_Manual.pdf

Do you want to gain control of your finances in a simple and straight forward way? Personal Finances was developed to provide the user with an easy to understand graphical representation of the user's finances.

Features:

Cash flows
✔ Filter by start date, end date and account (optional)
✔ Unlimited cash flows
✔ Registration of category, date, payee, amount and description
✔ Multi-currency
✔ Automatic assignment of a negative sign for expenditure categories
✔ Totals by expenses, incomes and balance
✔ Bank reconciliation

Analysis
✔ Filter by start date, end date and account (optional)
✔ Categories - Total monthly and grand total
✔ Detailed category - Graphical comparison of changes between months
✔ Expenditures against incomes - Graphical display of the weight that the expenses have cons incomes
✔ Balance - Balance in a period of time for the account or general
✔ Total expenditures and incomes - Evolution in time of total expenditures and incomes
✔ Total expenditures by payee - Comparison pie chart of expenditures by payee

Accounts
✔ Unlimited accounts
✔ Initial balance
✔ Transfers between accounts
✔ History transfers accounts

Categories
✔ Categories prebuilt in the selected language
✔ Ability to manage own categories
✔ Ability to manage maximum budget and periodicity

Budget
✔ With periodicity
✔ With target

Compatibility
✔ All densities and resolutions
✔ Suport for tablets
✔ Synchronization between different mobile devices, desktop edition and web edition

Synchronization
✔ Use of secure protocol (https)
✔ Accounts
✔ Categories
✔ Currencies
✔ Cash flows
✔ Settings for importing files from banks

Usability
✔ Supports gestures for different actions
✔ Language (English, Portuguese - Portugal, Portuguese - Brazil, Spanish, French, Chinese)
✔ Main currency (any format with a minimum opening balance and limit)
✔ Multi-currencies
✔ Date (all formats supported)
✔ Parameters (change the behavior of the software to your taste)
✔ Customize the app, by extension modules chosen by the user

Interoperability
✔ Importing data bank with mechanism allocation of the categories
✔ Backup and restore support for external storage
✔ Export to spreadsheet (csv)
✔ Export web page (html)

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"Good"

5.2

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