myPlan Personal financial management software
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myPlan Tags

monitor finance financial financial management monitor finances plan budget

myPlan Description

Personal financial management software myPlan is a very easy to use personal financial management software designed to work with Mac OS X.myPlan allows you managing day-to-day financial transaction, budgeting and planning for education and retirement.myPlan is developed for personal use initially because there is no good personal financial management software in Mac OS X. Here are some key features of "myPlan": General: · AES Encrption for account information Banking: · Supports banking, credit cards, investment accounts as well as mortgage and assets. · Multi-currency support and exchange rate download from ECB · Transfer/Payment between accounts with same currency. · Transaction Categorization and supports splitting transaction · QIF Import with Category Mapping · QFX Downloads from financial institutions. · Bills/Income/Transfer reminders · Mortgage Calculation Budgeting: · Tracking monthly, quarterly and yearly expense · Budget Alerts (Future Release) Investing: · Portfolio Tracking · Quotes Download · Price download for securities held in 401(k) and 529 accounts. · Captital Gain Report Retirement Planning: · myPlan approach for retirement planning What's New in This Release: · Schedule Bills from Banking Register · Bill Matching · Home View – Upcoming Bills · Home View – Budget Tracker

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