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Personal Finances Pro

Keep Better Track of Your Money

Personal Finances Pro
Tools & Utilities

Now more than ever, it's critically important to understand how much money you've got coming in, and exactly how, why, and where it's going out. Just like air leaking out of an inflatable mattress, you may be losing valuable savings opportunities to unnecessary expenditures -- little wasteful purchases that really add up.

Personal Finances is an application that will really help you to get a handle on your budget! With Personal Finances, you'll be able to easily track income and spending with the help of intuitive reports, graphs, and a summary view that displays your expenses in dollar amount as well as total percentage of income.

Even though Personal Finances is the epitome of ease and simplicity, that doesn't mean it isn't powerful. Personal Finances lets you set up an unlimited number of checking, savings, cash, and credit card accounts, all of which can be password-protected for security. Once you've got your accounts ready to go, you can create any number of categories and subcategories to track your expenses down to the tiniest detail, and even implement other classification helpers like family member designations and descriptive tags. When it's time to analyze your budget, you can sort by fields, or search and sort transactions by any of these means. You can even use Personal Finances to view all of the transactions in an account on a given day, using the handy Calendar view!

Transaction entry is a breeze with Personal Finances. Frequently occurring transactions (like your daily coffee fix) can be entered in a single click, or via scheduled regular transactions. Manual entry of transactions only require an amount, an account, and a date, but you can always elect to enter custom data fields that are more descriptive. Even better, Personal Finances helps you to reconcile your accounts with your monthly statements!

The best part about Personal Finances is the application's portability. With support for different currencies, you can use the application internationally. Plus, the entire application fits neatly onto a USB flash drive, so it can go wherever you do!

Written by Derek Lee

Personal Finances Pro lets you:

  • Keep careful, accurate track of your income and expenses.
  • Set up an unlimited number of checking, savings, cash, and credit accounts.
  • Protect your financial data with a secure password.
  • Sort your transactions using categories and tags.
  • Analyze your budget using intuitive graphs and charts.
  • Enter transactions quickly and schedule recurring transactions.
  • Bring the fully portable application with you on a USB flash drive.
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Who Needs Personal Finances Pro?
You do if you've ever:

  • Wanted to see where you could save more money in your budget.
  • Needed a program that could be used to teach your child about money.
  • Did not want to install a personal finance program to your hard drive, for security reasons.

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13 Comments for Personal Finances Pro Reveal 23 Old Comments

  • Mar 1 2010 9:00am
    Software Guy (Visitor)
    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?
    THANKS!
  • Mar 1 2010 2:30pm
    O I (Visitor)
    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 2 2010 10:34am
    Peter S. (Visitor)
    How does it compare with YNAB (You Need A Budget) software?
  • Mar 2 2010 6:07pm
    Alex Shirokov (ALZEX software Vendor)
    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)

    Regards
  • Mar 3 2010 9:29am
    Software Guy (Visitor)
    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 4 2010 3:56am
    Albert C. (Frequent Flyer)
    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.

    Thanks!
  • Mar 5 2010 4:11pm
    Steve Newport (Visitor)
    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 6 2010 10:28am
    Jay Mac (Visitor)
    Nice looking app. I like the USB drive portability and I love the calendar.
  • Mar 6 2010 4:46pm
    Keith Anderson (Visitor)
    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?

    Thanks
  • Mar 8 2010 1:16am
    Bob S (Visitor)
    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 8 2010 2:52am
    Alex Shirokov (ALZEX software Vendor)
    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.

    Regards.
  • Mar 8 2010 9:49am
    Software Guy (Visitor)
    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 2:11pm
    O I (Visitor)
    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.

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