Plus many more options for customization. Set multiple investment preferences for price downloads and how prices are displayed. Change how same date transactions are sorted. Utilize various color preferences to help improve recognition of items.Īdjust numerous preferences for the program. Add custom keyboard shortcuts to quickly perform common calculations in amount fields.Īccounts, payees, categories, tags, and more can be assigned colors of your choice. Numerous keyboard shortcuts available in macOS to help speed up data entry and common tasks. Store your file on iCloud Drive and that same file is available for you to access on all of your macOS and iOS devices. There's not any kind of data fragmentation going on behind the scenes. Save reports as PDFs or CSV files.ĭocument based to allow you create and manage any number of separate files for tracking your finances and/or anyone else's that you need to. Update current and historical security prices by download, importing files and/or through manual entry.Įxport account data to QIF and CSV files. ![]() View and record transactions in either a table or in our new calendar view in macOS. You can show or hide most columns in macOS. Setup the columns for transaction tables as desired. Order your accounts and groups of accounts how you prefer. Decide which accounts are included in balances, lists and reports. Plus account type specific balances such as credit limit, available credit and market values of investment holdings.Ĭhoose which accounts are displayed in the main account list specific to device type: Mac, iPhone or iPad. View the different balances for accounts: total, current, cleared, reconciled, and pending. Set the status of transactions as needed: pending, recorded, cleared, reconciled and voided. Setup custom tags to add an additional dimension to your financial tracking needs that categories alone don't cover. Newly imported transactions are flagged as unreviewed. 2 For an excellent overview of the BOP, see James E. Favorite features: Track the performance of your personal portfolio. What does the Big Mac Index say about the value of the foreign currency. Access real-time stock information and investment updates to stay on top of the market. Follow the stocks you care about most and get personalized news and alerts. ![]() Allow iOS devices to unlock files using Touch ID or Face ID.įlag transactions for needing further review. Your 1 finance destination to track the markets and the economy. Protect your file from being opened by others by setting a password. Set varying categories, tags, memos and amounts. ![]() Track accounts, securities and generate reports in 150+ different currencies.Įasily split transactions as needed to break down transactions as needed.
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