Download Shareware and Freeware Software for Windows, Linux, Macintosh, PDA

line Home  |  About Us  |  Link To Us  |  FAQ  |  Contact

Serving Software Downloads in 976 Categories, Downloaded 29.541.202 Times

Personal Finance Assistant 7.00

Company: Niraj Agarwal
Date Added: August 06, 2012  |  Visits: 454

Personal Finance Assistant
Full screenshot

Report Broken Link
Printer Friendly Version


Product Homepage
Download (31 downloads)



Personal Finance Assistant can store, manage, track and analyze all your personal and finance related needs .This utility is answer to most of your personal and finance information storage and analysis needs.

You can store, manage, track and analyze all your personal and finance related information form one single application.

You can have only this utility instead of maintaining number of other utilities or means to store and retrieve the desired personal or finance related information like user id/passwords of your online accounts, personal address book, birth date, marriage anniversary date, appointments, bank/loan/policy account nos. numbers and transaction/payment details, maturity date, interest rate, expenses, incomes, stock portfolio, no. or shares you have.

Below are the key functionality provided by the FAssistant application.
Manage and track income from different sources, salary income, part-time job income, income from rent etc.
Manage and track expenses you do on your own defined categories
Manage and track the money you borrow from or lend to your friends, colleagues or roommates
Manage and track the money spent in a group of people on sharing basis
Manage and track your bank accounts, fixed deposits(CDs) and associated transactions (deposit, withdrawal, interests earned), start date, maturity date, interest rate etc
Manage and track your investments on stocks, mutual funds and associated transactions, dividends, earnings (profit/loss), expected earning, complete stock analysis in % as well as actual numbers.
Maintain your stock, mutual fund or 401k portfolio to get the very detailed analysis of your investments
Use the Cost Basis analysis to determine the tax liability for the stock gains. Also you can use apply the WASH SALE rule (used in USA) to determine gain or loss for tax purpose.
Manage and track your loans, and policy accounts and associated payments (installments or RMI), start date, maturity date, interest rate
Maintain important and frequently used information. Like your car details, passport details, utility accounts (electricity, water, phone) details, important numbers or info that you may need time to time and you want to keep it handy.
Maintain all your personal reminders like reminders about appointments, meetings. These can be categorized as once, daily, weekly, monthly and yearly. You will see a notification on the dashboard about today's reminders.
Manage your Personal Address Book or Contact List. You can store home/work addresses, phone numbers, dependent details, birth date, marriage anniversary date. And yes you need not to store birth year, just date and month is sufficient.
Password Management - store all your online user ids/passwords, ATM pin numbers or any other highly confidential info to retrieve it any time with out any hassle. No one else can view this confidential information. You just need to remember one user id/password to see confidential info using this application.
Use reports to analyze your expenses and incomes in number of your own customized ways. Like daily, monthly, yearly, grouped by expense/income types, expense/income modes, between 2 specified dates and much more. You can combine various income and expense accounts in a way you want (add/subtract) to get the desired output i.e. (Saving = Income Account 1 + Income Account 2 - Expense Account 1 - Expense Account 2). You can also combine accounts with different currencies as well.
Use reports to analyze your financial status like total money in all your bank accounts, stocks, mutual funds, 401k (PF) accounts or how much total cash you have on hand at any point of time, how much in total you have paid in all your loans and policies, how much total profit or loss you made in stocks, total interest earned in all your accounts. You can combine (add/subtract) all your accounts (Bank/Loan/Policy/Stocks) with each other to get the desired output. You can also combine accounts with different currencies as well.

Requirements: No special requirements
Release Date: August 06, 2012
Platforms: WinXP, Windows Vista, Windows Vista x64, Windows 7, Windows 7 x64
Keyword: Credit Finance Manage Finance Manage Money Money Track Expense
Users rating: 0/10

License: Freeware Size: 7.2 MB
USER REVIEWS
More Reviews or Write Review


PERSONAL FINANCE ASSISTANT RELATED
Windows Software  -  Finance Explorer 5.0.0
Personal finance software compatible with Microsoft Money and Quicken downloads so you can import your transactions from almost any bank (supports: OFX, QIF and OFC formats). No need to manually enter them. Includes an intuitive budget. Handles...
536.76 KB  
Application Add-Ins  -  Finance Explorer Portable 5.3.0
Finance Explorer Portable is personal finance software compatible with MS Money and Quicken downloads so you can download your transactions from almost any bank. Never have to type them in. Finance Explorer Portable will enable you to download...
 
Finance  -  Money Buddy 1.4.0.0
A very light but full feature application for money management. Just few actions you can get to the right input page. New features: - Add password protection - Add more currency units - Improve performance Features: -...
1024 KB  
Finance  -  CCECU MOBILE 13.1.3.5
CITY & COUNTY EMPLOYEES CREDIT UNION MOBILE APP Bank on the go with City & County Employees Credit Union Mobile App. Manage your accounts from your mobile phone when it is convenient for you. The App combines the benefits of Internet...
3.7 MB  
Finance  -  Group Finance Expense Tracker & Travel Budget Account Planner 2.0
Group Finance Expense Tracker is a full-featured finance software will help you track and understand both your personal and group finance. Group Finance Expense Tracker brings all your accounts and users together, categorizes your...
1.2 MB  
Finance  -  Gulf Coast Bank and Trust Mobile Banking 4.5.177
Do your banking on your iPhone You can now bank from your mobile phone with Gulf Coast Bank & Trust. With the mobile banking app, you can manage your accounts, transfer money, pay bills, remotely deposit checks, find ATMS and much more. Now its...
1.4 MB  
Finance  -  DCBank 1.2.0.0
The DCBank Mobile Banking app offers you the freedom to monitor, manage and move your money conveniently from your Smartphone. With safe and secure access, DCBank Mobile Banking provides you with the protection and peace of mind needed to achieve...
1024 KB  
Finance  -  Touch Money Lite-New expense tracker 2.58
Touch money is the brand new concept of money management solution that analyzes perfectly how money comes in and out. Existing solutions are not aware of money goes out and extra fund of the current month because they cant analyze the...
24.4 MB  
Productivity  -  Express Oil Change VIP 1.6
You already know Express Oil Change & Service Center makes caring for your vehicle fast, easy, and convenient. Now you can use this free, easy-to-use app to manage your vehicle maintenance records, track and redeem valuable rewards points, access...
4.2 MB  
Business  -  Essential Finance (Free!) 1.0.1
Learn the 100 most essential terms in finance! Essential Finance is a fully-featured flash card app that helps you learn the 100 most important terms in finance. Included in this app are: + Main Deck (100 flash cards!) +...
614.4 KB  
NEW DOWNLOADS IN BUSINESS, APPLICATION ADD-INS
Business  -  Doxillion Document Converter Free 2.65
Doxillion is a free PDF converter to convert docx, doc, rtf, html, xml, wpd, odt, txt and other text file formats. Convert a single file or batch convert several PDFs at a time. Easily add Doxillion to your right click menu to add fast and simple...
1.43 MB  
Business  -  Bolt PDF Printer Free 2.03
Bolt Free PDF Printer Software Program. Create PDFs at lightning fast speeds. Use Bolt to print PDF documents instead of a printer. With a PDF Printer driver you can print PDF files from any application that can be viewed from any PDF reader. You...
1.1 MB  
Business  -  Efficient Diary 5.22.0.528
Efficient Diary is a completely free while still beautiful, easy-to-use and cross-platform electronic diary software package. You can sync data across PCs and mobile phones. With its unique and powerful flash full-text search technique, you...
15.15 MB  
Business  -  Portable Efficient Sticky Notes 5.22.0.528
Throw away the traditional paper sticky notes and start using the completely free Efficient Sticky Notes! "Stick" your notes on the desktop and you can read important information at any time on the screen. It saves your money and saves your time!...
19.75 MB  
Business  -  Efficient Man's Organizer Free 5.22.0.528
Efficient Man's Organizer Free is a cross-platform personal information management package specially designed for men! It has a beyond-cool interface - a choice only of tasty and wise men! Many great features such as time management, contact...
19.41 MB  
Application Add-Ins  -  Office Timeline Free Edition 3.13.0
Office Timeline was created for over-worked professionals who need to deliver stunning executive presentations and project reviews quickly. It is built right into Microsoft PowerPoint so it is familiar and easy to create, highly-...
13.39 MB  
Application Add-Ins  -  WorkTime Personal Free 7.17.0.2318
WorkTime Personal Free is a free computer monitoring software for self-monitoring. The software displays how much you spend using the Internet, Facebook, other social network websites, playing games, and working with your computer; the data being...
7.14 MB  
Application Add-Ins  -  Project Identity 1.0
Project Identity is an innovative structured knowledge base engine Key features: - each piece of information is organized into properties and relations, called knowledge - search is performed with respect to such a structure. it is much more...
4.56 MB  
Application Add-Ins  -  Address List Validator 1.0.1.2
Address Validator (USPS address verification, international address validation): a free, easy-to-use tool from http://www.address-validator.net to check any U.S., Canadian or international address (free for 100 addresses): + Verify U.S. and...
1.45 MB  
Application Add-Ins  -  Code 128 Font Encoder Software App 2016
Easily generate Code 128 barcodes with IDAutomation's Code 128 Font Encoder Application Software, which allows users to copy and paste the Code 128 barcodes into other applications using the copy-to-clipboard feature. The Font Encoder Application...
447 KB