Posts tagged ‘finance’

Manage Business GST, VAT, Tax and Finances With Taxpense

iAppLab Solutions Pty Ltd today is excited to announce the release of Taxpense, an iPhone and iPad app to manage business tax and finances. Pre-configured accounts come in handy when managing different finance affairs. Multi-currency support and tax abbreviations makes it unique and provide the ability to manage different accounts with different currencies, different tax abbreviations and tax rates.


Taxpense Features Include:
* Create multiple accounts
* For each account choose different currency, different tax abbreviation, tax year, assign different tax rate or simply switch off the use of tax
* Add income, expense and mileage transactions
* Add receipts to transactions
* Dashboard summary of business’s net position
* Number of reports presented with beautiful bar and pie charts
* Trend bar charts for income, expense, mileage and cash flow
* Generate and view reports based on tax year, tax quarter, month or a week
* View, Export or Print or Email detailed transaction report (PDF & CSV)
* View, Export or Print or Email receipts (PDF)
* Makes accounting much easier during tax time


The Dashboard and Reporting features put all of the business’s Tax, income and expenses in an easy to read pie chart, bar chart or table. They can get any information they need in a single glance. Information can be conveniently filtered by Week, Month, Tax Quarter or Tax Year.


With Detailed Transaction Reporting, users have instant access to financial information for any or all of their accounts. All reports can be printed on a standard printer, or exported to PDF and emailed right from the app.


Anyone who owns small business or self-employed and needs an efficient way to track their gst, vat, tax, income, expenses and mileage will love this app.


Small business owners have discovered a level of simplicity in managing their finances that they never dreamed existed. The app is completely customizable. Summary of finances is visible throughout the app, tax or gst is automatically calculated based on the tax rate specified by the user. With a few taps of their fingers, users can easily generate reports and send it off to their accountant during tax period.


Homeowners can manage all of their household expenses in one, easy to use app. They can quickly add transactions, create or edit categories and track where they are spending most.


Property investors can easily manage property related income and expenses. Dashboard and reporting makes it perfect for the users to easily generate and export pdf reports and send it directly to an accountant during tax time.


Taxpense is available in both free and paid version ($2.99 USD) worldwide exclusively through the App Store in the Finance category.

Money 5.1 Brings Requested Features

After just a bit over a month after release, Jumsoft‘s Money 5 for macOS and iOS gets a first feature release, which bumps the version number to 5.1 and brings advanced data encryption and security, with user interface improvements that enable more detailed insights into finance.


Money 5, released this March, was a highly anticipated release after Jumsoft’s previous Money 4. The new release was completely rebuilt in 64-bits, brought a gorgeous new user interface, streamlined across Mac and iOS versions of the app, and adopted the latest available features from Apple hardware and software to future-proof the app for generations of devices to come.


The 5.1 update is the first feature release for the new Money and is primarily based on customer requests. It adds two notable features: data encryption and security, and running balance, as well as technical and design improvements based on early customer feedback. The data security feature allows locking data with a password, which in turn encrypts it using advanced 256-bit AES encryption. It ensures that data is safely locked and encrypted on the device, on iCloud, and in transit. To make data unlocking quicker on the go, Money can be unlocked with Touch ID on supported iOS devices! The running balance is another widely-requested improvement, which adds an extra layer of detail to keep a close eye on the state of all accounts after each added transaction. These additions aside, 5.1 is Money’s largest update so far, bringing improvements to data synchronization, investment tracking, as well as overall improvements to the app’s reliability.


“Money 5.1 update marks the first step of our commitment to make Money 5 the best available finance tracker in the market for years to come. The new version of Money was eagerly anticipated by our amazing community of users, and we got tons of emails from users celebrating the new release and generously sharing their feedback on how they thought Money could evolve further,” said Algirdas Unguvaitis, CEO of Jumsoft. “We are very lucky to have such loyal users, who generously share their thoughts with us, and we listened to them all. This release is only the first stop on the exciting road we have planned ahead for Money!”


Money 5.1 is $49.99 USD (or equivalent amount in other currencies) and available worldwide through the Mac App Store in the Finance category. Money 5.1 is also available on the iOS App Store.

BudgetWrangler Personal Finance Software Gets an Update on Mac and Windows

Sir Reel Pictures has released version 1.8 of BudgetWrangler, its flagship personal budgeting and finance software for Mac and Windows. An alternative to mainstream financial apps, BudgetWrangler’s focus continues to be on simplicity, security, and giving the user ultimate control over their financial data. It uses a three-step process of importing records from the financial institution, categorizing each transaction, and providing powerful analysis tools so that the user can make educated decisions about their financial life.

BudgetWrangler Personal Finance Software Gets an Update on Mac and Windows

Although BudgetWrangler is a full-featured financial management tool, it doesn’t allow complex features to get in the way of functionality. BudgetWrangler is designed to think about finances the way real people do and offers a workflow that provides the user with the information they need as effortlessly as possible.


For example users can:
* See all of last month’s entries for a spending category with a single click
* Find a monthly average for any spending category in 2 clicks
* Make an Import Rule from a recurring transaction in 1 click.
* Find out what payments are coming up in the next two weeks with 1 click
* Compare last month’s totals to the budget in 2 clicks
* See all of last month’s entries for a category with 1 clic


* Understand your finances at a glance.
* Track every dollar.
* Sort and analyze your records in flexible ways.
* Set up a budget and track how you’re living up to it.
* Create Goals and manage them as circumstances change.
* Quickly answer the question “Can I afford this?”
* Set up reminders of upcoming payments.
* Print Reports for Tax Time


The latest version of BudgetWrangler boasts the use of multiple international currencies, as well as adds dozens of interface improvements.


For a limited time, BudgetWrangler 1.8 is only $49.95 (USD), and can be downloaded from its official website.

Powerful, Easy-to-Use Option Pricing Tool FairOption Updated to v2.0

FairOption, the acclaimed app that helps traders and investors take advantage of the flexibility, diversity, control, and portfolio protection of holding a position in stock or index options, is now available in a new version that provides support for later iPhone screen sizes and iOS versions.

Powerful, Easy-to-Use Option Pricing Tool FairOption Updated to v2.0

Developed by experienced trader Miles Hitcham, FairOption is a powerful, yet easy-to-use tool that generates option pricing calculations using the Nobel Prize-winning Black-Scholes model, or the relatively more flexible Binomial lattice mathematical model (with a customizable number of accuracy time-steps).


Weekly, monthly and quarterly options can all be priced, with or without dividends, for either US or European exercise styles, and FairOption’s rapid updating capability can be set to automatic or manual. If desired, traders can also verify and compare pricing models vs. standard external systems and pre-populated example calculations, plus they can drill down to view all call and put options to see their Greek sensitivities (e.g. Delta, Theta, Gamma, etc.). And since there are no spreadsheets to download, traders don’t expose their device to security risks such as macro malware and other threats.


While the rigorous back-end engine has earned praise from both experienced and new traders alike, a key feature that categorically separates FairOption from anything else in the app world is its outstanding interface and display design. Unlike other apps that treat user experience like an afterthought – and subject traders to a dizzying and confusing wall of data” FairOption takes full advantage of Apple’s innovative Core Data technology and animated dynamic display techniques, and all screens are optimized for either portrait or landscape (traders who choose the latter get access to additional scrollable expiry data columns).


“A growing number of traders worldwide are either currently taking, or are interested in taking, a position in stock options,” commented Miles Hitcham. “FairOption is a useful, responsive and interactive app that helps both new and experienced traders hedge investment positions, which mitigates their risk, or to reduce their capital investment obligation, and can potentially lead to huge profits and substantial income.”


Version 2.0 supports the latest screen sizes and iOS versions while retaining backwards-compatibility to earlier versions going back to iOS 7.1.


FairOption 2.0.0 is $12.99 USD (or equivalent amount in other currencies) and available worldwide exclusively through the App Store in the Finance category.

New Mac Personal Financial Manager – Banktivity 6

IGG Software today announced a new version of its popular personal financial manager, Banktivity. The new version, Banktivity 6, has been designed from the ground up with customer productivity and enhanced features as the driving goals.


“Banktivity 6 is the biggest release in the history of the product,” said IGG President and founder Ian Gillespie. “The new version brings to the forefront your most important financial information, yet allows an amazing amount of customization so customers can see and organize their finances in a way that is helpful to them.”


Banktivity 6’s new features were driven by customer feedback, new technologies and a quest to provide the most comprehensive and easy to use financial manager for macOS.


Workspace is a brand new feature that allows customers to put any account, budget, report or other view, side-by-side. This boosts productivity by allowing a customer to see several different parts of their finances next to each other. For example, users can put transactions for an account next to a budget to see how recent spending affects the budget.


“In particular I am struck by the extensive linking capabilities. The charts, the reports, the registers…it seems like everything is connected and available for drilling down or climbing up,” reported a Banktivity 6 beta tester.


The Workspace feature is the first of its kind in a Mac personal finance software, offering the user an incredible amount of power and flexibility.


Tags allow users to see and analyze spending habits across categories. Now when a person goes on vacation and spends money on dining out, gas, air fare and hotels they can tag all those transactions as a “vacation.” Then later report on spending just for that vacation. This powerful new feature helps small business owners and individuals easily track any aspect of their income or spending.


Quick Reports:
Quick Reports let users dive into their finances quickly and easily. Customers can select transactions and then quickly bring up a report based on the selection. Quick Reports will also allow users to drill down and get more details about their investments or more details on spending. For example, if a customer were wondering how much money was donated to a specific charity last year, a Banktivity 6 Quick Report answers that question with one click. Quick Reports can easily be saved for later with a quick drag to the sidebar.


Find is a new, fast and powerful, document-wide search feature. With Find, customers can search almost any part of any transaction within an entire Banktivity document. The transactions that match the search criteria are grouped by account which keeps them in context. People can also edit and change transaction right from the Find screen.


Portfolio is a new feature in the sidebar that gives quick access to the performance of investments. Customers can customize it to show investments by account, type or risk factor. While the Portfolio view shows all of the high-level information needed like cost basis, value, gain/loss, security price and IRR, customers can get more detailed information by clicking on a security for a complete analysis of that holding. The new Portfolio features makes tracking the performance of investments effortless.


Additional Improvements:
The entire user-interface was overhauled for Banktivity 6 to match the modern experience with macOS Sierra


“When we set out to work on Banktivity 6 we knew we had a great opportunity to redesign it, from the simplest list of transactions to introducing killer new features, like Workspace,” said Gillespie.


Banktivity 6 is the biggest release in the history of the product. Customers will find no pixel left unturned and will be treated to over 100 changes and enhancements, like a new transaction editor with improved keyboard support, new reconciliation process, a new summary view, improved transaction downloads, more flexible budgeting, easier in-app navigation, redesigned reports and more.


“In very simple terms, the app ticks all the boxes (and much more) PLUS with the ability to sync to the cloud, I am never far from my information via the iOS apps,” said J.W. a Banktivity 6 beta tester.


Banktivity also allows you to pay bills from within the app*, schedule transactions, setup budgets, track income, spending and savings rate and much more. Direct Access (purchased separately) and Direct Download allow customers to connect to over 10,000 different banks to download their financial data.


Banktivity 6 will be released in spring of 2017 for $64.99 (USD). Customers upgrading from version 5 purchased either directly from IGG Software or the Mac App Store will qualify for upgrade pricing of $29.99 (USD). Banktivity 6 requires macOS 10.12 Sierra. Customers who purchased Banktivity 5 from the IGG Store, after January 23, 2017 until the time of the release of Banktivity 6, will receive a free registration code to unlock Banktivity 6.

Banktivity for iPhone
Banktivity for iPad
Banktivity for Mac

Moneyspire Releases its 2017 Personal Finance Software Lineup

The latest release of the Moneyspire 2017 personal finance software for Mac, Windows, and iOS is available. Moneyspire 2017 brings your entire financial life together in one place, and helps give you peace of mind. Keep track of your bank accounts, credit cards, etc., and organize your transactions and see where your money is going. Set bill reminders and see all your upcoming payments so you never forget to pay a bill again. Set a budget for all your expenses and keep track of your progress to help you stick to your budget. Generate detailed reports and charts and see exactly where your money is going, and make tax time easier.


Features Include:
* All the tools you need to manage your money
* A clean easy-to-use interface
* Split transactions
* Reconciliation
* Investment account support
* Multiple currency support
* Direct Connect with online bill pay
* Check printing
* QIF, QFX, OFX, and CSV file import
* Mobile companion app
* Optional cloud support to share your data between your computers and devices
* And much more


Moneyspire 2017 is the best software for managing your money, and is trusted by thousands of people all over the world. Manage your money smarter, simpler, and better with the Moneyspire personal finance software now. For more information, please contact George Ashkar.

Green – Budget Forecasting Now Available on iPad

CoopToons announces the release of Green – Budget Forecasting 1.5, an update to their personal budgeting app developed exclusively for iOS devices. Green aims to be a “financial fortune teller” to make sure you “spend safe” by showing when you will exceed your bottom line, now or a year from now.

Green - Budget Forecasting Now Available on iPad

The app is geared toward those who want to be financially secure but hate all the work that goes into setting up a budget and sticking to budget categories like Food, Household and Utilities. After quickly entering in your recurring expense and income the app will project changes in your balance during the next year. This will eliminate “budget guessing.”


How Green Works:
* Enter your current account balance
* Enter your recurring income and expenses (Weekly, Monthly, Bi-Weekly, etc.)
* Green will show you your balance changes over the next year
* Green will show you how spending today will affect your future balance
* Experiment by adding, removing or adjusting a recurring transaction to see how it will affect your future balance
* Spend safe by knowing your future balance


Easy to Use:
Green – Budget Forecasting allows you to track individual day-to-day expenses in addition to your recurring budget. For day-to-day expenses simply press the “+” button to enter the transaction entry view, enter the amount, select the category and press save. This new transaction will now be in the “Pending” section of your financial feed. When the transaction clears your bank swipe left on the transaction to reveal the “Cleared” option. Press the “Cleared” button, update amount if necessary and press “Confirm.” All balances will be updated to reflect the changes.


Recurring expenses and income use the same transaction view for entry. In addition to the amount and category you can also enter a date, recurrence period and notes. Upcoming transaction will appear in “Next 30 Days” section of your financial feed and in the “Budget Elements” of the settings menu. Tapping on a transaction will take you back to the transaction detail view so that you can make change if needed. This gives you the ability to experiment with amounts allowing you to answer questions like, “How much more can I pay on that credit card to get out of debt earlier?” or “Where do I need to cut back to buy that new car?”


With Green you will know:
* Your lowest anticipated balance within the next year
* Today’s predicted balance after current pending transactions
* The balance that should be sitting in your bank account right now


Green Security:
Green – Budget Forecasting doesn’t require you to create a user name and password since the app doesn’t download live transactions from your financial institutions. This is in an effort to maintain your security and privacy. All of the data is manually entered and maintained via Apple’s built-in security. But don’t think it will be hard to maintain your budget because of this; once you enter your recurring expense and income you only have to enter single transactions (Dining Out, Shopping, Etc.). For your added security you can add a 4 digit pin that will be entered (or use touch ID) to unlock the app.


Why Green?
Gary Cooper from CoopToons tried out many personal finance apps but none of them did what he needed or they were too complicated. “I was looking for a budget app that would tell me when my lowest balance would be in the next year so that I wouldn’t overspend” he said. Gary found that all of the apps he tried were complicated and lack providing the information he thought was most important. “I wasn’t concerned with what I had spent, I wanted to know what I could spend.” Being a designer and developer, Gary thought “If I can’t find it, I’ll make it and hopefully others will be able to feel more secure with their finances as well.”


Feature Highlights:
* Track multiple accounts
* Setup recurring transactions
* Forecast your balance up to a year
* Quickly track spending as it happens
* See the three most important balances
* Reconcile your transactions with your bank
* Add your own income and expense categories
* Visualize your income, expenses and spending trends
* Protect your sensitive data with a password code and/or touch ID
* Never provide bank or bill info for your peace of mind and security


Green – Budget Forecasting 1.5 is available at a price of $1.99 (USD) and available worldwide exclusively through the App Store in the Finance category. Review copies are available on request.

Accountee is an Easy-to-Use Finance App for Cheque and Finance Management

Inspiring-Life Technologies today is excited to announce the release of Accountee 1.0, a simple Finance tool for Mac to monitor personal finance. This app lets you keep a close eye on all your bank accounts, personal funds and transactions in one place. Accountee lets you register various kinds of transfers that you make as payments (EXPENSES) or transfers that you receive from others (EARNINGS), in an easy-to-use interface. Accountee is currently available in the Mac App Store under the category of Finance.


Accountee will help you in visualize your Bank transactions in an easy layout. It focuses on helping you to get a complete picture of your finances, so that you can see and understand your finance for your self. Accountee is the most efficient way to enter your financial data and have an overview of your personal finance. All the data are stored locally on your Mac.


App Highlights:

* Add Banks: You can add as many Banks as you can. It also can be personal funds where you save money for other expenses. After adding a Bank, you will have to add an opening balance, so that you can get start with Accountee.

* Add Payee or Payer Names: Add and save names of people that you frequently pay to or receive payments from. It will help you filter your transactions of a Payee or a Payer over a certain period of time.

* Cheque Transfer: Accountee is at its best when used for cheque management. You can register Bank transfers which are made with cheques. It gives you fields to enter cheque number and other important details for future reference. You can also mark the status of a cheque (Cleared / Bounced / Cancel) easily. The status of a check instantly reflects on your concerned account when you change it.

* Powerful Search: You can search for a specific transaction from long list by using the Search Bar at the bottom of the App interface. This comes very handy for users who want to get their hands on a specific state.

* Earning & Expense Graph: Accountee will give a comprehensive overview of your earning and expenses on a simple graph.

* Backup & Restore Data: Never lose your data by taking timely backup. All the backup files will be stored on your local hard drive. You can also restore it any time. Accountee offers both automatic and manual backup of your data.

* Share & iCloud Sync: Share you data vial email. Or you can print a hard copy by exporting reports as PDFs. Sync with iCloud between iOS and macOS.

* Security: Secure your data by configuring a password for Accountee. The password will be automatically stored on your Keychain, which will later be accessible from all your Macs.


Accountee 1.0 is available exclusively through the Mac App Store in the Category of Finance. It is priced at only $9.99 USD with 67% discount on its original price. (or equivalent amount in other currencies). The iOS version of Accountee will be available very soon. For more information please contact Inspiring-Life Technologies Pvt. Ltd.


Accountee 1.0
Purchase and Download (MAS)
YouTube Video (Demo)
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