This program allows you to create estimated annual budgets, track income and expenses, and compute your net worth. Guideline budget figures are provided for included categories and various income levels. The previous year's budget can be imported into current year. Calculators are included for amortizing loans, comparing interest rates, and creating savings plans. The savings calculator is capable of performing retirement income forecasting with both lump sum and annuity calculations. View summaries to compare monthly and annual budget projections versus actual income and expenses via tables and charts. Customize your own accounts, transaction types, and categories. Transactions can be viewed using annual and monthly views, and can be filtered by account and category. These can be sorted by date, account, category and amount. Split and recurring transactions can be generated. Income can be allocated on a monthly basis into various categories and into a savings repository to be allocated to various savings goals. Data can be saved and exported as CSV (comma-delimted) or text files. The password-protected database keeps your personal records secure.

The license of this software is Free Trial Software, the price is $10.00, you can free download and get a free trial.