Account Xpress is a personal finance software loaded with features designed to help you manage your money easily and efficiently. Track and reconcile transactions for virtually any kind of account (credit cards, savings, checking, credit line, cash, etc.). Budget management is made easy with the help of user-defined income and expense budget categories, budget projections, and budget versus actual comparison reports. A tree view structure similar to what you are used to see in Windows Explorer gives you access the the information you need quickly and easily.
Features include presentation of a global cash flow picture, calculation of net income over any given period of time, two distinct methods for managing your budget, transaction splitting into many accounts and/or budget categories, transaction schedules, transaction templates, support for multi-currencies, unlimited number of budget category levels, numerous charts and reports related to your financial and budget activities.
Create recurring transactions that are generated automatically at the proper time. Define and use transaction templates to quickly create transactions that recur at irregular intervals. With budget projections, you can now tell exactly when and how much you are planning to earn or spend on any budget category. This is very similar to using the old envelope budget system. Password protect your data files with 128-bit encryption to prevent unauthorized access to your financial information. Download your transactions from your financial institutions and import them into Account Xpress from Quicken Interchange files (qif) or Open Financial Exchange files (ofx and qfx). Copy selected entries from any lists in the program to the clipboard for pasting into other applications such as Word or Excel.
Category and payee management is simplified with the ability to easily merge together two budget categories or two payees at any time. Relocate budget categories and payees in the tree view with simple click-and-drag operations. Backup your Account Xpress files automatically with the new backup feature. Know where your money goes, eliminate debt and be on your way to financial freedom with Account Xpress.
Changelog for this release:
# New import wizard to make the import process more user-friendly.
# In the import process of an OFX or QFX import file, when the payee of the transaction being imported does not exist in the current Account Xpress data file, the payee name is added to the beginning of the transaction description (memo) field. The payee name in the description field should make it easier to determine which budget category (for income and expenses) or other account (for transfers) the transaction belongs to.
# In the import process, transactions that are not associated to any budget category in the import file are automatically assigned to a default budget category. This should help the user to assign imported transactions to their proper budget category with simple drag-and-drop operations from the default budget category.
# Thousand separator no longer displayed for 'next check number' in the Account Properties dialog.
# Program icon display resolution improved for Windows Vista and 7.
# After running the Archive process, the InFlow and OutFlow account values include the inflow and outflow total of the period that was archived. Version 3.8.5 fixes this problem.
# Under specific circumstances, the 'Transaction not balanced' warning can be displayed while trying to save a transaction even when the transaction is balanced (i.e. sum of 'from' values equal to sum of 'to' values). Version 3.8.5 fixes this problem.
12MB RAM, 3MB HD SPACE, HIGH (16 BIT) COLOR DISPLAY