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Keep Better Track of Your Money

Personal Finances lets you easily keep track of your money with the help of reports, graphs, and a summary view that displays your income and expenses.

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What are people saying about Alzex Finance Pro

Peter pereh Hello,
in the 'Transactions' view, is it possible to sort all transactions in 'Income' or 'Expensis' by 'Date' first instead of sorting by date only within each category?
In 'Reports': when I use categories with sub- and 'sub-sub'-categories (3 levels), can I see all these categories broken down in 1 view instead of clicking me through all sub-categories?
Sep 17 2009 at 7:05am Copy Link
Peter pereh Just an additional question: how do I import a file that contains 1 category and 1 sub-category? There seems to be only an option for the main category.
Sep 17 2009 at 8:19am Copy Link
Mr. Yoop Do you also offer a discout for the family license of Personal Finances Pro that allows you to us the application up to 3 PCs/USB drives?

Thanks for your support,

Sep 18 2009 at 7:51am Copy Link
Vanessa Ng Yes, how many PCs does the personal license allow? 1? 2?

Sep 18 2009 at 9:16am Copy Link
Alex Shirokov Hello,

Peter pereh:
1. You can sort transactions by any column. Switch to flat view (View settings button at the top-right) to see simple transactions list without dividing to categories, income and expenses.
2. No, reports will be improved in future versions.
3. Only one category allowed to import but it can be a sub-category, sub-sub-category and so on. Also you can rearrange created (new) categories in categories editor after importing.

Mr. Yoop:
Yes, same discount (~52%) will be available for Family license too. The same coupon code applicable, I'll publish it 24th morning.

Vanessa Ng:
One PC. But you can use portable version on any PC.

ALZEX software - Sep 18 2009 at 10:41pm Copy Link
Peter pereh Your website says: purchase allows for free updates for 12 month period. Does this mean, when I want my software to be up to date, I will have to buy a license every 12 months?
Sep 19 2009 at 4:01am Copy Link
Steve Newport thanks for offering this great software.

The Home version would be enogugh for me so will this discount also work for Home?

After one year will there be an upgrade price or do I have to pay the full price again to get another year of upgrades?

If there isn't a discount for Home can I "upgrade" from Pro to Home after a year?

Sep 20 2009 at 1:23am Copy Link
Alex Shirokov Hello,

Next year of updates available with 40% discount.
Home version is not offered on Bits du Jour, but you can downgrade after a year (40% off regular price of Home version)

ALZEX software - Sep 21 2009 at 9:00am Copy Link
Steve Newport thanks you for your answer

what about the Home Family License. Will the discount work?
Sep 21 2009 at 10:23pm Copy Link
Alex Shirokov Hello,
Yes, you can downgrade to any license - Family or Personal.

ALZEX software - Sep 23 2009 at 10:40am Copy Link
Steve Newport Alex, sorry for the confusion.

I meant: Can I use the discount today to buy the Home Family License instead the Single Pro Version.

Sep 23 2009 at 9:24pm Copy Link
Alex Shirokov Steve, contact me by email, I'll send you coupon.

ALZEX software - Sep 23 2009 at 11:10pm Copy Link
Alex Shirokov Hi All.
Coupon code for Personal Finances Pro - Family license: ABF0E92E

ALZEX software - Sep 24 2009 at 3:29am Copy Link
George M I am trying to use the Coupon code for Personal Finances Pro at the ALZEX site but it says that the coupon has expired. Thanks.
Sep 24 2009 at 4:45am Copy Link
R. Skinner Will you be adding options to track investments such as stock purchases and IRA/401K accounts?

If so, when do you plan to have that added? Although I like the software design, I would like to track all of my accounts in one package. When the investment side is added I will feel more attracted to your product.
Sep 24 2009 at 4:45am Copy Link
Alex Shirokov Hello,
George M:
Maybe temporary error, now all works fine.

R. Skinner:
Unfortunately we have no plans to add track investments option in near future. Maybe next year. First of all PF is easy program for home and personal use.

ALZEX software - Sep 24 2009 at 5:00am Copy Link
George M Sorry, I don't know if I am doing something wrong, but when I enter the Coupon Code ABF0E92E and then hit "Update cart" for the Personal Finances Pro - Family product, it still says "Coupon expired" and price is still $44.95. Thanks.
Sep 24 2009 at 6:01am Copy Link
Alex Shirokov I don't know what is wrong, looks like all works fine. Try alternative payment processor (see links at the bottom of purchase page), use the same code.

ALZEX software - Sep 24 2009 at 6:27am Copy Link
George M Okay, thanks I got It.
Sep 24 2009 at 7:32am Copy Link
Vanessa N Hi,

I'm unable to do this either...(the family PRO version)....I am directly on the website (not the Bits du jour link), and when using the code, it says it's expired. And I don't see where there's alternative payment processor at the bottom. There's a choice of credit cards or Paypal (and I would be paying by credit card, Visa), but none of these work with the coupon code.

Sep 24 2009 at 1:22pm Copy Link
G P Here is the alternate link to the Family Pro License. The code works there (as well as the normal link).
Sep 24 2009 at 5:21pm Copy Link
Alex Shirokov Hello,
Deal is finished but coupon code still valid, now 10% discount for all time. You can give this coupon your friends, publish on your site, etc.

ALZEX software - Sep 24 2009 at 9:37pm Copy Link
Software Guy Great program - easy to use, with a very useful calendar view showing daily balances, and can install on a usb drive. Unlimited accounts too. Recommend highly.
Several questions - will you also offer the home version at a discount? Will the family license pack (highly recommended) be discounted too? What of the people that already own personal finances pro - can they upgrade to the family license?
Mar 1 2010 at 1:00am Copy Link
O I How do you protect the data in Personal Finances Pro when a password is used?
Do you use some kind of encryption (especially if the data is stored on a USB flash drive)?
Mar 1 2010 at 6:30am Copy Link
Luis Ang Is the license lifetime or do we need to pay for new version upgrade? I like the neat and tidy interface.
Mar 1 2010 at 11:35pm Copy Link
Peter S. How does it compare with YNAB (You Need A Budget) software?
Mar 2 2010 at 2:34am Copy Link
Alex Shirokov Hello all!

1. No, Home version will not be offered.
2. Family license will be available for $17.94 (61% off); I'll publish coupon code later.
3. Upgrade options available in Avangate customer account, you just pay the difference between Personal and Family license.
4. Password check only, encryption will be added in future versions.
5. Sorry, I never see it before (YNAB)

ALZEX software - Mar 2 2010 at 10:07am Copy Link
Software Guy Alex, thanks for putting up the upgrades too! definitely looking forward to the upgrade for $3.99. The program will be great for other members of my family. Thanks again.
Mar 3 2010 at 1:29am Copy Link
Albert C. Hi. I'm a user of AceMoney and would like to know if your application supports attachments. I mean, if it's possible to attach files to the entries.

Mar 3 2010 at 7:56pm Copy Link
Steve Newport Hello Alex,

I bought the Family Home License the last time and think about upgrading to Family Pro. Is there also a way to do this on March 8th? Thanks.
Mar 5 2010 at 8:11am Copy Link
Jay Mac Nice looking app. I like the USB drive portability and I love the calendar.
Mar 6 2010 at 2:28am Copy Link
Keith Anderson Does this program do split transactions?
If I go to Wal-Mart, I might get groceries, clothes, Rx, dog food.
Will each one have to be entered in as a separate transaction?
Or, as one transaction which allows me to divide it up?

Mar 6 2010 at 8:46am Copy Link
Bob S Question for developer and others using these types of programs.

Personal Finances Pro doesn't appear to connect to checking or other accounts (like Quicken or other online pkgs). Is that correct? If so, does the user have to manually enter charges? This seems like a drawback, but given the interest I'm assuming others don't find this to be a problem (and may prefer it).

Curious how others are using without the connection to checking, credit card accounts.
Mar 7 2010 at 5:16pm Copy Link
Alex Shirokov Hello All,
Coupon code for Family license: ABF0E92E

2Albert: No, attachments is not supported.
2Steve Newport: Try to use the coupon code above.
2Keith Anderson: Yes, check Batch (split) transaction feature.

ALZEX software - Mar 7 2010 at 6:52pm Copy Link
Software Guy The upgrade discount to family license worked, but the procedure is complicated. First, one must log in to avangate, select my products, go to personal finances pro, select the little upgrade button - you will be redirected, then enter the discount code ABF0E92E and hit the little update logo next to the code box, and the discount finally appears. then, simply continue checkout.
If you do not remember your password for avangate, or have not before logged in, you will need to create a customer account. Complicated - yes, but the upgrade is only $3.99 - a great bargain.
Mar 8 2010 at 1:49am Copy Link
O I Personal Finances is exactly the app that I was looking for. I like the grouping by description, categories and family members as well as the calendar feature.

However, my two suggestions to the developer are:
1. It would be fine if there is an option to see all transactions at once, without selecting a big period.
2. Import function: Ability to add both expenses and incomes that appear as positive debit and credit columns on my bank statements. Also, an option to choose UTF-8 encoding of imported data would be great.
Mar 8 2010 at 6:11am Copy Link
_*_ I am really looking forward to this offer.  I have been waiting to buy this program since I missed the last sale by only 1 day.  This is a great little program and more than worth the asking price.  Thanks for this offer.
Sep 24 2010 at 5:13pm Copy Link
PG BNax FYI to potential purchasers: I had the pleasure of using this app for years. The dev team is the best. The ONLY reason it now sits abandoned is because I eventually moved to a mobile solution, allowing me to capture receipts & enter info on the spot (assorted smartphones, i.e., iPhone to Droid X). Still, I miss this app, as it is as powerful/intuitive as it is flexible, and among the smoothest apps, operationally speaking, I've been privileged to use. Paid full price back in the day, and still consider it a fantastic bang-for-the-bucks investment. Short version: ya can't go wrong with this purchase, especially given the attentive developer.
Sep 26 2010 at 3:33am Copy Link
Bob S If I wish to use this for Personal and Business (separate checking accounts, separate expense categories, etc.), can Personal Finance Pro handle?  or should I get two different copies and keep expenses separate that way?
Sep 26 2010 at 4:41pm Copy Link
surat siber Too bad I already bought it few months ago when version 4 is available.
Awesome software I have to say. Gives me freedom to operate it the way I
like. Only, it would have been better if you could develop 'stand
alone' notes section where I can jot down anything, budgetwise or not,
so it will not tie to any date or transaction. I hope to see this
feature in the next update. I think the update is quite slow this year.
Sep 26 2010 at 10:59pm Copy Link
Tom Colvin Can I download my account transactions from my bank direct into Personal Finances Pro?
Sep 27 2010 at 4:32pm Copy Link
Harald Vogel Hello,

I have the Pro Family license with expired updates.

It would be great if you would offer this discount also for the update.

Thanks and Regards,
Harald Vogel
Jul 6 2011 at 2:23am Copy Link
Zsolt Bisztran Many features are missing.and the developer has never answered my emails about questions or ideas. I found yesterday a bug (or meaningless thing) about scheduled transactions but unfortunately there is no point in sending it to them...

Just for example:
- There is no quick way to clear a transaction
- There is no real search (no filter, only jumping)
- You can make useful expense or income trees, but navigaton is hard, there is just an "expand all - collapse all) possibility.
- In reports you can dig to the transaction level, but that is ugly and useless (important columns missing)
- Reports periods are limited.
- There is no template for reports, you have to click a lot if you want to show your favorite report again.
- and so forth...

But, honestly, this is the best looking finance software I have ever seen! So I'm really sad about slow developing and the lack of features and support.

Unfortunately I'm almost sure the developer won't read this at all.
Jul 9 2011 at 1:25am Copy Link
d h It says it first on to a USB drive, which reads like easy access to my home computers.

How does the license work since it says activation required. May I edit only on the activated computer, and read only on others?
Jul 9 2011 at 4:45am Copy Link
Alex Shirokov You just activate software once on your usb drive and use it on any computer. Insert your flash drive and launch software.
ALZEX software - Jul 9 2011 at 5:27am Copy Link
Antoine I have been using this software for a while now and I am very pleased about it.
First it is very good looking and have rich features.
Personnaly, I choosed it mainly because of the possibility to attach files to a transaction (to handle my receipts).
Further, contrary to what I read in a previous post, Alex (the developper) is very accessible and managed to correct a bug (in QIF import) I had submitted him, in few days.
So I recommend to you all this software.
Jul 9 2011 at 5:53am Copy Link
Milan Topolic To Zsolt Bisztran and Alzex Software:

1. I really love PFP since I found the trial in the web, but I could not afford it yet. So many thanks to Alsex SW and BDJ for this great offer. I am buying.

2. That´s really true, what Zsolt Bisztran says. He took the words right of my mouth. I also miss all these features very much ! Software should be timesaving and some very important options in "Personal Finances Pro" are still time robbing instead. So I also please the developers (PFP still is my fave) to tune/adjust the codes slightly, so that we can use our precious life time for more fruitful activities than tedious and unnecessary "clickery". Life is short anyway, and software authors have big power to lengthen and improve our poor lifes.

same requests:

- quick way to clear transactions
- real search with filters
- improvement of the navigation
- improvement of the reports
- unlimited reports periods
- templates for reports, one-click report

Yeah, I also like the look of PFP ! Very attractive.

Thanks for creating PFP and helping us handle one of the most important elements of life (general means of exchange) on this planet earth to "Alzex Software".
Jul 9 2011 at 7:23am Copy Link
Michael Fritz I once asked a question, too, however, I never got an answer back from the devs. As far as I remember I've asked about how to clear the database, without having to enter all categories again.

Unfortunately either the devs don't know how to answer properly or they don't care about customers at all.

Guess this won't change with this discount offer here. Sadly...
Jul 9 2011 at 11:35am Copy Link
Zsolt Bisztran Hi Alex:

First, I say sorry becuse you did read posts. I hope I expect honest answers to these:

1. Why is developing of PFP so slow?
2. Do you consider the user''s feature requests or you have a strict line of developing?
Jul 9 2011 at 12:10pm Copy Link
_*_ I bought this program last time it was offered here, and think it is a very nice program. It has one of the most pleasing Calendars to look at of any program I have used. Not always the easiest to use, but it sure looks nice doing it. Thanks for the program and the work it must have taken to make it happen.

There are some things I would like to see changed; I will list only three below.

1. I would really like to see is the ability to add transactions in-line without having to open a transaction window.

2. The ability to organize all column headings as desired. I would really like to be able to place the Date column in the first row, and move description to the right.

3. On the Overview screen have the Calendar display.

Oh, one more, more little icons please! :o)
Jul 9 2011 at 12:28pm Copy Link
Albert C. Hi. I trialed the program this afternoon and found something odd. Even though I configured two Euro accounts, in the front page, the resumee of all the accounts remains "USD". Is it possible to make USD disappear from the program? Would be quite useful for non US citizens. Thanks! ^_^
Jul 9 2011 at 2:51pm Copy Link
_*_ Albert C. you can "Hide" any currency you like. Simply click on the Currency Icon at the top of the screen; then highlight the currency you wish to work with, choose "Edit" and check the "Hide" button, click OK and you are all set.
You can also fiddle with other setting there as well.
Jul 9 2011 at 3:18pm Copy Link
W A Buy link does not work for me. Keeps giving LANGUAGE Error: Unsupported locale 'en'. Don't have a coupon code for the alternative payment processor.
Jul 9 2011 at 3:35pm Copy Link
Sanda B Hi Alex,
I work with this soft a year and I have just one demand, pls add options to download the currency rate from a specific site, I need from my bank, and is difficult to add manual,
Apr 23 2012 at 6:39am Copy Link
John Nicholson Hi Alex

Does this program work on a Mac? I use it on windows & love it. I'm changing to a Mac & would love to continue with it.


Jul 1 2012 at 4:32am Copy Link
Harald Vogel Hello, I have an older Pro family license. Do you also have an offer for upgrades? Thanks.
Jun 2 2016 at 6:17am Copy Link
Alex Shirokov Hello,
No, this discount valid only for new purchases
ALZEX software - Jun 2 2016 at 6:20am Copy Link
Michael R. Is it possible to add transactions via command-line?
Jun 2 2016 at 9:59pm Copy Link
42gr I really like the fact the program is SIMPLE.

I need to share bills with a second person.

One of the things we always do is attach photos of receipts to transactions for proof.

Can Alzex software do this ?

Thanks !
Jun 5 2016 at 9:01pm Copy Link
D Blues It says "Pro" version but the product website has the $39.95 version as the "Home" version.

Is the this the Professional version or the Home version??


Nov 24 2016 at 12:58pm Copy Link
Alex Shirokov This is professional version. Today both versions for the same price.
ALZEX software - Nov 24 2016 at 1:00pm Copy Link
Cary Adams You know this is a quality app when you see a ten dollar a week beer budget...

"Some buys a gallon some buys a quart
When you buy black beer now you're doin' things smart"
Nov 24 2016 at 1:16pm Copy Link
D Blues Does it have a Debt Reduction Planner?
Nov 24 2016 at 4:09pm Copy Link
Chris @ D Blues

It has this:


Alzex Personal Finance software makes it easy to monitor progress in achieving your financial goals and control expenses.

This simple accounting software meets all of your needs

Whether you need to make a more realistic budget, want to get out of debt, or teach your children how to make a budget.

With a glance at its summary view, reports and graphs, the user will gain deep insight into the financial health of the family budget, pinpoint areas of excessive expenditure and trim the budget. Featuring the scheduler, personal accounting software also enables you to track expected income, spending and see how much money you’ll have at a future date.
Nov 24 2016 at 8:17pm Copy Link
Richy I know it's coming soon BUT the deal you're offering is Personal Finances Premium; the pictures are for Pro it the same? If not, how is it different? What is this version? What am I getting / not getting with your BdJ offering?
May 16 2017 at 7:34am Copy Link
Alex Shirokov It's the same. The screenshots are quite old, current version is 5.10 and there is free/premium instead of trial/pro
ALZEX software - May 16 2017 at 1:19pm Copy Link
Tom User Can I download OFX files from my bank and reconcile them?
May 18 2017 at 4:14am Copy Link
Greg User Tom: I was just looking at the trial version, and you can import QIF, OFX or CSV file types.
May 18 2017 at 8:45am Copy Link
Tom User Thanks Greg.
May 18 2017 at 4:03pm Copy Link
Ronald Jurman Overall, it looks really good, but ... there has to be a way to set reminders for periodic events (e.g. bills, days in advance), otherwise it just won't work for me. I'm just not seeing it (in the Trial).
May 18 2017 at 9:16pm Copy Link
Javier Gil Why can't I choose where to install the program? I normally install my programs on my D drive, as my C drive is a small ssd drive.
May 19 2017 at 1:34am Copy Link
Ricky Rick @ the Developer

Under the Amount - why does it show $2,000.00 as 2 000,00 - why is a comma used in place of a period before the Cents? Also $75.00 shows as 75,00 with a comma before the Cents.

What's up with the commas instead of using periods where a period is used in the real world when it comes to dollars and cents?

EDIT: Never mind - I downloaded the Trial and found the Amounts can be set with the Commas and Periods where they should go (for the USA anyway).
Jan 10 at 11:48am Copy Link
Peter Laszlo I am also looking at this application.
The above question may refer to the regional representation of amounts.
Europe shows $10,000.50 AUD as 10.000,50
Damn confusing!

I am trying to work out whether the application can handle multiple currencies
eg. Euro & AUD or AUD & GBP.

A small low-price application like this is unlikely to be able anything else but your local single currency transactions.

Any suggestions on this?
Jan 11 at 4:52am Copy Link
Alex Shirokov You can work with as many currencies as you need. Exchange rates are updated from the Internet. You can also add your own currencies to the app.
ALZEX software - Jan 11 at 5:00am Copy Link
Nico Westerdale Great News! ALZEX software has agreed to extend this deal for another day - Enjoy!
BitsDuJour Admin - Jan 14 at 12:11am Copy Link
Rodina User Could not find the difference between pro and home version.
Anyone could help explain?
Jan 14 at 12:19am Copy Link
Mappi75 @Rodina

Home version
Base features set:
Synchronization and multicurrency.
Scheduler and data management tools.
Loans tracking and budget.
Reports and much more...

Professional version
Includes all extra features: user accounts and access restrictions, events and tasks, payee and projects. Volume discounts available.

Thinking about buying the Pro Version..
Jan 14 at 2:53am Copy Link
Danny Many languages, except Dutch?
Jan 14 at 3:33am Copy Link
_*_ Decent finance software. Not as easy as it could be. Purchased a number of times here and direct. For me the main reason to support is stand-alone finance software appears to be going away in favor of online. I will stick to my local drive.
Does everything you will likely need, just not as intuitive as you might want.
Jan 14 at 4:12am Copy Link
Alex Shirokov There are few small updates between versions usually appear with minor bugs fixes. E.g the latest version has already been updated twice
ALZEX software - Jan 14 at 4:32am Copy Link
Bruno Verschraegen In evaluating between Hone and Pro versions, can someone enlighten me (non-native English speaker) about what the Payee function is used for?
Jan 14 at 7:02am Copy Link
Peter Laszlo In GENERAL context, thanks to the illogical expressions within the English language, PAYEE would normally refer to the recipient of a payment. These days it is normally used in internet banking to set up persons or companies who will be paid via an internet bank transfer. I have been playing around with the trial version, but so far I have not come across the payee function.
What I do need is to be able to set up multiple currencies within one database but have not been able to do so. For people who are situated outside their native countries the use of multiple currencies is a requirement. For example, I have AUD but a number of transactions are paid in Euro and some are paid in AUD or USD and both currencies would need to appear in the accounts and budgets.
Perhaps this may not be possible.
Jan 14 at 10:15am Copy Link
Bruno Verschraegen Can I log the status of more than one personal bank account?
Jan 14 at 10:22am Copy Link
Mappi75 Can i use the Software after 12 months ?

Or did i have to buy a new license/upgrade?
Jan 14 at 10:36am Copy Link
Peter Laszlo I managed to set up multiple currencies in one accounts, but the whole system is a little convoluted, but what I have done seems to work.
There seems To be a fundamental problem with the accounting expressions. For example, "TOTAL" is used where "BALANCE" should be used. the expressions INTERVAL, TARGET, FACT etc. are not normal accounting terms. This may be a problem for non-English speakers or European jurisdictions, so perhaps there is no way that an accounting type software which suits ALL users and most countries can be made usable.
Perhaps there could be a version for the U.K. U.S. Australia, N.Z. and another version for Europe. This MAY be only a question of vocabulary.

I would now consider buying it, but the accounting expressions need to be correct.
Jan 14 at 11:11am Copy Link
Alex Shirokov License is lifetime, you can use the app without updates after 12 months.
ALZEX software - Jan 14 at 12:43pm Copy Link

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