Free 30-Day Trial

Helping you to Manage your Money


  • Trial software: removed 2 account limit full access to software for 7-days.
  • File Archiving: fix for schedule start dates and account balances
  • Schedule Items: updates the start date to the next payment date after making a payment, schedule transactions can be deleted
  • Data File: all settings stored in configuration file allowing for Cloud storage (not available during trial)
  • Transaction Screen: Auto lookup of category on selection of Payee
  • File Imports: For CSV includes category, For QIF allows account transfers.
  • Screen display: Fix to column header display.

To get these changes download the software from our web site (If you have not installed before).

To update an existing version:

  • After backing up. Go to the Help menu and select Check for Updates.
  • This will run the Install Manager which will install the latest version.
  • Fixed bug in the Transaction Report, Shows Periodic balance

To get these changes download the software from our web site (If you have not installed before).

To update an existing version:

  • After backing up. Go to the Help menu and select Check for Updates.
  • This will run the Install Manager which will install the latest version.
  • Updated OFX import
  • Fixed bug in the Transaction Report Chart, now shows Balance
  • Amended Archive feature now updates the Schedule start dates

To get these changes download the software from our web site (If you have not installed before).

To update an existing version:

  • After backing up. Go to the Help menu and select Check for Updates.
  • This will run the Install Manager which will install the latest version.
  • Accessibility change; can amend text colour to system colour (21st June 2012)
  • View menu now displays Show Uncleared Funds, Show Cleared Funds, Show Reconciled Funds - combinations of these can now be selected
  • Added the Status column to the transaction screen and reports, can be hidden from the options screen
  • Added additional columns to the Pick Columns function for reporting
  • Fixes to balances figures on the Account Balance / Reconcile screen
  • Updates to Reports

To get these changes download the software from our web site (If you have not installed before).

To update an existing version:

  • After backing up. Go to the Help menu and select Check for Updates.
  • This will run the Install Manager which will install the latest version.
  • Improved navigation with the Back and Forward buttons on the tool bar
  • Investments prices now available from 2 decimal places configured via the Options dialogue
  • Multi Transaction screen, added Reverse option for Type selection

To get these changes download the software from our web site (If you have not installed before).

To update an existing version:

  • After backing up. Go to the Help menu and select Check for Updates.
  • This will run the Install Manager which will install the latest version.
  • This will not get the one click installation, as this is for new installations only.
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