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Personal Finances (Demo)

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    Personal Finances (Demo)

    by: 5 5.2

    5.2 Users
    rating
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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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    Users review

    from 5 reviews

    "Good"

    5.2