Grow your wealth
Gain the knowledge and insights required to grow your wealth.
Why else would you bother?
Personal Accounting Software
All the advanced functions and features, you would expect to find in popular accounting programs, without the business overheads (GST, Invoicing, Accounts Payable etc.).
Quick & Easy
Update your accounts in less than 10 minutes a month.
Maximum benefit with minimum effort
- Email & Phone (on request) support
- Includes “Kickstart set-up” if required.
Security & Privacy
The program and data reside on your desktop computer.
You are the guardian of your own security and privacy.
No initial or costly monthly subscriptions.
Log in Wizard
- Log into your online accounts with one click.
- Review balances and import transaction in less than a minute.
Import Bank Files
- Bank reconciliations not required.
- Preview transactions before import.
- Bank rules automatically code transactions to the correct account.
Powerful Bank Rules
- Automatically create simple rules.
- Transactions may be split.
- Multiple matching criteria
- Rule confirmation options
- Bulk transaction corrections.
- Enter non-banking transactions.
- Flag transactions for automatic reversal.
- Automatically generated reoccurring entries (eg monthly depreciation) on a due date.
Documents, Notes & Alerts
Attach Documents, Notes, and Alerts to:-
Find & Fix
Quick and easy transaction corrections.
Find and fix multiple transactions in a single act. No need to fix coding errors one by one.
- Automatically backup your data on exit.
- Automatically verify data before backup.
- Retain up to 99 backup generations.
- Simple Restore process
An overview of your key financial information.
- Bank and Credit Card balances.
- Income and Expense summary.
- Net Wealth summary.
- Watch selected accounts.
- A complete suite of financial statements (and more)
- Drill down to transaction and entry detail.
- Export reports to Excel for custom analysis.
- Chart reports for visual analysis.
Over 30 “how to” videos, providing a powerful learning tool at your fingertips.