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Personal Finance Assistant 7.00

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license: Freeware
downloads: 135
size: 7.20 MB
updated: 2011-09-06

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Niraj Agarwal
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.

User Rating: 1.0 (1 vote)

5 stars x64 compatible software
OS: WinXP, Windows Vista, Windows Vista x64, Windows 7, Windows 7 x64
Personal Finance Assistant screenshot 5 stars

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