Works on: Windows 10 | Windows 8.1 | Windows 8 | Windows 7 | Windows 2012 SHA1 Hash: 7de656b8f03891ca5304ef0709ef397acc3410a5 Size: 7.38 MB File Format: zip
Rating: 1.956521739
out of 5
based on 23 user ratings
Downloads: 288 License: Free
Personal Finance Assistant is a free software by Niraj Agarwal and works on Windows 10, Windows 8.1, Windows 8, Windows 7, Windows 2012.
You can download Personal Finance Assistant which is 7.38 MB in size and belongs to the software category Finances and Business. Personal Finance Assistant was released on 2011-09-06 and last updated on our database on 2017-03-02 and is currently at version 7.
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Personal Finance Assistant Description
Manage and track income from different sources, salary income, part-time job income, income from rent etc.
Manage and track expenses you do on your own defined categories
Manage and track the money you borrow from or lend to your friends, colleagues or roommates
Manage and track the money spent in a group of people on sharing basis
Manage and track your bank accounts, fixed deposits(CDs) and associated transactions (deposit, withdrawal, interests earned), start date, maturity date, interest rate etc
Manage and track your investments on stocks, mutual funds and associated transactions, dividends, earnings (profit/loss), expected earning, complete stock analysis in % as well as actual numbers.
Maintain your stock, mutual fund or 401k portfolio to get the very detailed analysis of your investments
Use the Cost Basis analysis to determine the tax liability for the stock gains. Also you can use apply the WASH SALE rule (used in USA) to determine gain or loss for tax purpose.
Manage and track your loans, and policy accounts and associated payments (installments or RMI), start date, maturity date, interest rate
Maintain important and frequently used information. Like your car details, passport details, utility accounts (electricity, water, phone) details, important numbers or info that you may need time to time and you want to keep it handy.
Maintain all your personal reminders like reminders about appointments, meetings. These can be categorized as once, daily, weekly, monthly and yearly. You will see a notification on the dashboard about today's reminders.
Manage your Personal Address Book or Contact List. You can store home/work addresses, phone numbers, dependent details, birth date, marriage anniversary date. And yes you need not to store birth year, just date and month is sufficient.
Password Management - store all your online user ids/passwords, ATM pin numbers or any other highly confidential info to retrieve it any time with out any hassle. No one else can view this confidential information. You just need to remember one user id/password to see confidential info using this application.
Use reports to analyze your expenses and incomes in number of your own customized ways. Like daily, monthly, yearly, grouped by expense/income types, expense/income modes, between 2 specified dates and much more. You can combine various income and expense accounts in a way you want (add/subtract) to get the desired output i.e. (Saving = Income Account 1 + Income Account 2 - Expense Account 1 - Expense Account 2). You can also combine accounts with different currencies as well.
Use reports to analyze your financial status like total money in all your bank accounts, stocks, mutual funds, 401k (PF) accounts or how much total cash you have on hand at any point of time, how much in total you have paid in all your loans and policies, how much total profit or loss you made in stocks, total interest earned in all your accounts. You can combine (add/subtract) all your accounts (Bank/Loan/Policy/Stocks) with each other to get the desired output. You can also combine accounts with different currencies as well.
Any expense/income/information/transactions/payments/address can be searched using search screen provided for each type of account. You can customize your search in any way you want. You can also determine monthly or yearly averages for all your expenses/incomes/transactions/payments against each attribute (expense type, income type, payment type, transaction type, income mode, expense mode etc.) using *Group Average function.
Export the screen or report data in a formatted text file or CVS file.
There are about 175 countries/currencies supported by the application. You can add/delete currencies to the application from a pre-defined list of currencies also you can add your own symbol/name to it.
Add your own income types, expense types, income modes, expense modes to the application and use them in accounts you create.
Import and Export complete data dump of the application for backup or migration purpose.
All release version will be auto backward compatible. So install the application once and then to move to newly released version just get the latest exe file and everything will be taken care by the application to migrate you to newer version.
Personalize default behavior of various functionality and screens like change the look and feel data, tables, or screens
Use embedded plugins to get the current stock prices, current currency exchange rates at runtime.
If you miss-categorized the accounts for an account type, you can transfer them between categories of same account type.
You can define your own screen shortcuts to access the screens you use most.
Create templates of the transactions and used them for single or bulk transactions creation.
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Windows 7 and above
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