• Manage Multiple Accounts

Create and maintain any type of account - Checking, Savings, Credit Card, Loans, Fixed Deposit or Certificate Accounts, Portfolio, Stock Investment and Mutual Fund Accounts.  

Checking, Savings, Credit Card or Loan Accounts

• Manage income and expense transactions within these accounts
• Create your own categories and organize these transactions to track where your money comes or goes.
• Manage money transfers between accounts
• Mark transactions as reconciled, unreconciled or void to track them against your bank statements
• Manage Payees

Fixed Deposit Accounts

• Manage fixed deposits or certificate deposits
• Be reminded of Maturity Dates

Portfolio, Stock Investment, Mutual Fund Investment Accounts

• Manage portfolio accounts - create multiple Investment Accounts within a portfolio account
• Manage buy/sell/update price transactions within the stock investment accounts
• Download stock prices from the web (only for US Stock Exchanges)

General Account Features

• Ability to handle multiple currency across accounts
• Internationalization of currency formatting
• Unicode support for all data storage
• Track closed Accounts

• Track your Bills & Deposits

Create bills & deposits to be reminded of your upcoming bills and deposits so you never miss a payment or deposit

• Create bills & deposits that occur periodically - weekly, bi-weekly etc.
• Reminders on these recurring bills & deposits 

• Account Summary Views and Navigation

An easy to use tree view navigator to navigate across accounts and summarized views of your accounts, upcoming bills & deposits and income vs. expenses

Navigation

• Use tree views to easily move between accounts
• Context menus to easily edit accounts
• Launch your bank website

Summary View

• Summary of your account listing with updated account balances across all accounts
• Summary view of your upcoming bills & deposits
• Summary of Income vs. Expenses over the last month

• Importing, Exporting and Printing

Ability to import, export and print your account information

Imports

• Import account information from online bank statements in QIF format to your checking, savings, credit card or loan accounts (any non-Investment account)

Exports

• Export information from any account to Excel (Comma Separated Value -.CSV) format or HTML (Hyper Text Markup Language)
• Export information from a specific account or all accounts. Can also specify a date range for export.

Printing

• Print your account information from the formatted HTML document created from the Export function
• Customize formatting of the exported HTML by altering the export.css (Cascading Style Sheet) file in the Money Manager install directory to print in customized formats

• File Management

Create and manage your data files in different formats and different users

Multiple File Formats, Encryption & Compression Support

• Stores your data files in multiple formats - .xml, .emm, .cml and .cmm
  • .xml - universal, open, human-readable and editable format
  • .emm - encrypted data format
  • .cml - compressed .xml format for disk space savings
  • .cmm - compressed encrypted data format
• Change from one to another of these data formats easily

Multiple Users Support

• Create separate data files for each user, if needed

• Basic Reports & Charts

View your spending/expenses in a wide variety of ways.

• View spending by category over a date range for specific or all accounts
• View spending on a single category over time