A personal finance program, integrated with investments and gifts program.

A personal finance program with investments & gifts. It has easy data entry and powerful account analysis. Maintain cash, bank & credit cards. Set recurring transactions for one step entry of repetitive monthly transactions. Turbo add form for quick mouse less entry. Powerful view and analysis of transactions in tree views, month box views, annual category grid, charts and lists with various sorting, grouping orders. Powerful search, filter& replace. Other functions of receivables, future payments, loans, cash in hand, personal net worth, monthly bills. View monthly, annual, major expenses and savings. Set budgets for various categories-subcategories and see overshoots on monthly basis. Various preset print reports in user customizable formatting, filtering and sort orders. Import *.qif files from quicken and MS-Money and export to excel or *.qif. Also has ticker tape calculator and interest calculator. Link persons / payees from MyLife Contacts or MS-Outlook. Save transaction to Mylife Journal. Note -it lacks online banking and accounting functions. The investments program is average.