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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.