Desktop Budget is a full featured personal finance manager that can define payers, payees, accounts, banks, and currencies for different accounts. The personal finance manager can maintain multiple databases for different purposes. Desktop Budget makes it easy to track financial investment portfolios. Customized Report generation is one of the most effective features offered by Desktop Budget as it gives a visual representation of all account statuses.
So start managing your finances with Desktop Budget and conquer your financial goals!
Managing Financial Investment Portfolio
Desktop Budget maintains investment records for quick and easy access at any time. Enter investment names with stock code and number of shares owned in each investment within the financial application. Last trade price of shares, total amount for each investment and the profit/loss for each transaction are generated automatically by Desktop Budget. Last trade price of stocks will be downloaded from the internet if a working Internet connection is available. If not, this value may be entered manually. Additionally, whenever an investment transaction takes place, profit/loss will be calculated automatically.
Plan and Manage a Financial Budget
Desktop Budget can define customized budget categories and record transactions (income & expenses) against them. Create a budget (monthly, or annual budget), and define how much would be allocated for each category of activity beforehand to stick with those when spending.
Personal Finance Reporting
Reporting is one of the most effective ways to analyze financial information. Desktop Budget offers the capability to generate customized, visual reports. Apart from that, there are five default reports such as Cash Flow, Transactions, Spending by category, Spending by payee, and Budget by category.
Download Financial Exchange Rates
Desktop Budget can automatically download currency exchange rates with a working Internet connection. It downloads currency exchange rates from either Oanda Forex or Yahoo Finance. Frequently used foreign currencies can be marked as favorites and only those exchange rates are downloaded.
Import and Export Financial Transactions
Desktop Budget supports the following formats for importing financial information; RegNow, eSellerate, QIF, QFX, QBO, CSV. The formats that can be exported to are; QIF, QFX, and CSV. This maintains compatibility with other finance management tools and online bank formats.
Forecasting is a key function of any capable personal finance manager. Desktop Budget offers calculators for calculating loans, savings, and mortgages. Each of these financial calculators offers a tabular representation which shows a table with future payments depending on the calculator; balance for each period and totals for every type of payments. Apart from that, there will be a graphical representation showing three types of graphs for easy analysis. It can also be used as a personal debt manager.