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Helping you to Manage your Money


  • 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.
  • Updated Help Files.
  • Now include one click installation.

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.
  • Added Option Show Ledger View - to show table rows in alternative colours.
  • Added Edit menu bar with Copy, Paste, Insert and Find facility.
  • Added Copy / Paste facility for Transactions, Investments and Schedules.
  • Updated the Reminders function to include all overdue reminders.
  • Added new option to show/hide Overdue reminders.
  • Update to OFX import reference field.
  • Reminders to show credit transfer amount.
  • Added Financial Times and MSN Money UK data providers.

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.
  • You will also need to correct and update each data file go to the Tools Menu and select Validate File
  • Bloomberg Price Updates.
  • Invalid Property Fix.
  • Investment Transaction Report updated.

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.
  • You will also need to correct and update each data file go to the Tools Menu and select Validate File
  • Balance Account facility updated.
  • Help File updated.
  • All transactions shown by default, date filter removed.
  • Added additional QIF header for imports.

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.
  • After installation you will get a "data type mismatch in query expression" error message and your data will not appear.
  • To correct this error and update the data file go to the Tools Menu and select Validate File