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Calendar
- Mark days on the big calendar when your bills are due.
- Schedule recurring bills with custom periodicity.
- Filter transactions by selecting dates on the calendar.
Today view
- Take a quick glance at bills due.
- When you actually have a transaction, approve it quickly.
Bills management
- Quick rescheduling option will help you deal with bills due (tomorrow, in 3 days, next week).
Budgets planning
- Create budgeted entries, both for your income and expenses, and indicate budget limits for each entry.
- You can set different budget limits for every period, which is useful if you plan to reduce your spending gradually month by month.
- Start adding every expense you have, and see progress of each category and the overall progress.
- Monitor visual indicators for budget overspending management.
Budget rollover
- You can set budgets to transfer the leftover of the current period to the next budget period.
- Budget rollover limits your expenses automatically if you overspent in previous periods.
Accounts tracking
- Unlimited number of accounts in one place (checking, savings, credit card, etc).
- Setting transactions as recurring or as one-time only.
- Balance change history.
- Additional fields for managing your records using payee, description, check #, class (personal/business travel expenses).
- Attachment of receipt photos.
Account reconciliation
- You can record transactions and clear them later on (reconcile).
- Automatically calculated available balance and cleared balance.
Split transactions
- You can split a transaction into multiple categories which is extremely useful when you shop at mega stores and pay for multiple items at once.
Search
- Search transactions by amount, category, description, payee, etc.
Detailed reports
- Income/Expenses
- Cash flow
- Transactions
- Assets/Liabilities (net worth)
- Projected balance
- Trend chart for days/weeks/months/years
Lots of options for customization
- Custom periodicity is available for budget management and bill planning (weekly, biweekly, monthly, etc).
- Adjust the structure of income/expense categories & subcategories for your needs.
- Customize accounts and categories with over 1,500 built-in icons.
Multiple profiles
- You can set multiple profiles and manage your finances separately for home budget and your small business.
More
- Password protection
- Backups of your data
- Multiple currencies support & automatic update of exchange rates
QUESTIONS? PROBLEMS?
- Feedback & Support - support@ibearsoft.com
Give a try to Money Pro - a clear and complete finance management tool.
*You can unlock the full Money Pro experience with a purchase of Pro version with budget features, more reports & themes.
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