Because AceMoney is such versatile personal finance software, it is ideal for users of all financial stages. AceMoney personal finance software is easy for anyone to install and use, making it a simple and convenient tool for optimizing your personal finances. It will also provide you with the necessary information in order to achieve all of your financial goals such as information on how to create a budget, manage investment accounts and includes different types of loan calculators. That is why it has earned its spot as our TopTenREVIEWS Gold Award winner.
One of our favorite aspects of AceMoney is their upgrade guarantee. Most personal finance software on the market comes with the ability to upgrade when a newer version comes out. However, the upgrades usually cost something. With AceMoney personal finance software, there is a one-time software license purchase fee, and every upgrade after that is completely free.
AceMoney personal finance software is easy to install and even easier to use. Because the different options are laid out in menu-type format as well as icons on the top of the screen, it's simple to figure out what you need to do to access your portfolio, schedule bills and deposits, or run reports, to name a few. This personal finance software also supports importing data in a large number of formats, including CSV, QIF, OFX, OFC, QFX and XML.
AceMoney personal financial software offers features that help you to reconcile accounts and do your banking online. When you first log into this personal financial software you will see a snapshot view of your bank accounts, cash, credit card accounts and investment accounts. This snapshot view also shows you the balances on each account as well as the total dollar amount you have tied up and where. This gives you a good idea of where you are standing financially at a quick glance.
When it comes to adding new bank information to this personal financial software, it is as simple as hitting a button and entering in information such as your bank name, account number and current balance. You also have the option to download this information from the website of each of your financial institutions. Once your accounts are set up, viewing details about your finances is simple. Each account is also a hyperlink, which allows you to view all actions that have taken place on that account for the period you choose.
AceMoney personal financial software has several different reports available, making it possible for you to review the status and progress of your finances, so you can make necessary adjustments in order to achieve your financial goals. You have the opportunity to view your spending habits by categories as well as subcategories, spending by payees and cash flow reports and spending by accounts just to name a few. We were pleased to find that there is also an investment report that will allow you to view your investment history, the stock symbol for the company, current price, count, purchase value, dividends and more.
You also have the option to create other reports by choosing different filtering options, which include filter by date, by payee, by account and more. This allows you to see exactly which transactions you are looking for without having to sort through several un-related transactions. You also have the option of including transfers and viewing subtotals in these reports.
When it comes to your finances, you need to know exactly where you are in order to avoid a financial pitfalls. This personal financial software also comes with several different financial calculators. These include calculators for loans and mortgages. By having the ability to view what a loan will do to you financially, it may be easier for you to make the decision to go with that new home loan or to put if off a little while longer.
To ensure that the data of your personal finances is safe and secure, this application offers scheduled backups. In addition, you can also restore and archive your data. We were also happy to find that all of the data is password protected.
AceMoney personal financial software exports to several different formats, making it easier to import into your current tax application. However, if you find that your tax software does not support any of these available formats, you still have the option of manually entering your data. This personal finance software also allows you to mark your transactions with such tags as deductible, work related and personal. You can also use these tags in any combination, allowing yourself the chance see which items are deductible on your taxes.
AceMoney personal financial software comes with a portfolio manager to help you make wise investment choices with the money you have. This application will walk you through importing your current investment account data and downloading stock quotes. Having this information can help you to see where you are currently sitting financially and help you to make better financial decisions for the future.
MechCAD offers an email form for customers with pressing questions about AceMoney personal finance software. However, this personal finance software also offers many other options when it comes to help and support. The first thing we noticed is that they have a Yahoo Chat group that offers an area for users to discuss issues and solutions. It is also a great place to visit when you are looking for feedback when it comes to personal finances. You can also find AceMoney on Facebook.
In addition, this personal finance software also offers an online manual and tutorials that will help to explain how the program works. They also offer a knowledgebase that is full of questions and answers that other users have come across. In addition, we found a list of FAQs that were quite helpful.
When it comes to keeping track of your finances, AceMoney personal finance software is extremely easy to navigate and offers several important features, such as the ability to manage your mortgage, view your spending habits and see your current cash flow. Having these options will help you get a full picture of your personal finances and help you arrive at your long-term goals.
AceMoney offers several financial calculators, including one for loans.
It does not come with telephone support.
This product is for those who are serious about reaching their financial goals.