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HomeBank

effective personal financial management

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  • Publishers:
    Maxime Doyen
  • License: Free
  • Capacity: 8,4 MB
  • Saved: 71
  • Update:
  • System: Windows XP/Vista/7/8

HomeBank is a powerful personal finance management software so you can track every detail of your expenses and purchases. At the same time, the program also supports filtering and charting tools (bar or circle) to help statistics the amount and purpose of use.

HomeBank supports managing many different accounts, especially you can use this tool completely for free.

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Some key features of HomeBank:

Import and export data:

  • You can import your account information from other programs like Quicken or Microsoft Money . HomeBank supports file formats like QIF, OFX, QFX and CSV.
  • The software can detect and identify duplicated transactions and recommend some remedies to users.
  • Allow exporting account information to QIF format and other data into CSV format.

Support for multiple accounts:

  • HomeBank supports many different types of accounts: Cash (cash), Asset (assets), Credit card (credit card), Liability (debt).
  • Check management: if you use checks, this program can help you manage your check transactions.
  • Add account information: user can set a maximum and minimum balance, can save account number and bank account name for reference.

Transaction processing:

  • Set up transactions regularly: instead of having to enter information multiple times for the same transaction, users can plan available for that transaction.
  • Divide the transaction into several categories: you can divide the different expenses into each category according to the purpose such as food, clothing, vehicles .
  • Transfer money between user accounts: for example, if you just sold an asset, you can convert money from Asset account (assets) to Cash account (cash) or Credit card (credit card) use).
  • Fast transaction recording: you can use the program's available templates or use the previously added trading template.
  • Support to edit multiple fields of information: users can easily change the value for many transactions at the same time.
  • Icon support: you can display icons for payment modes, transaction status . to help users track more easily.
  • Support field tag (tag): allows to tag the transaction to use when analyzing.
  • Job reminder support: users can add a certain transaction to the job reminder mode to keep track of debts or loans.

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Support many analytical tools:

  • Allow export reports: HomeBank allows users to create many different types of reports that support graphical illustration.
  • Create reports simply and quickly: you can easily adjust report parameters with preset templates or use filters to scan through all fields in the transaction to find the desired results.
  • Create many different types of reports: you can create reports by time axis or by spending purposes to analyze. At the same time, HomeBank also allows users to track funds or check account balances.
  • Support beautiful charts: the program supports creating line charts, column charts and pie charts. These chart designs are inspired by Google Analytics, you can change the elements or colors in the chart as you like.

Budget management:

  • Set a budget for each month or for the whole year: you can set a spending limit for each item. This amount may be the same or vary from month to month.
  • You can view each category as a report by budget.
  • Allow exporting and importing budget information to CSV files.

Manage categories and related people:

  • Users can specify rules, then HomeBank can assign beneficiaries (related people) and directories for certain types of transactions.
  • Add directories and beneficiaries directly from within the transaction registration section.
  • Auto name suggestion: in case the user forgets the category or beneficiary name, you can type the first letter and HomeBank will make suggestions based on the information previously entered.

Some other features:

  • Support for viewing accounts in a different currency.
  • Account data can be saved as XML files and used at any time.
  • Modern and beautiful user interface.
  • Lets see multiple accounts or reports in many different windows.

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