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Personal Finance Assistant

3.1/5 3
Certified 100% CLEAN Freeware   

Software solution designed to help you store, manage, track and analyze all your personal and finance related needs using lots of useful features. #Manage money  #Manage finance  #Track expense  #Money  #Finance  #Credit  

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3.0/5

The Internet is filled with all sort of applications and programs that you could use in order to manage your business. One of them is Personal Finance Assistant.

It's a neat software solution designed to help you store, manage, track and analyze all your personal and finance related needs using lots of useful features.

The application doesn't take long to install and it doesn't come with a complicated setup that you would need to complete before you can actually use it.

You will need to create an administrator account and another for at least one user before you can start exploring features. You will need to type in the user ID, together with the password to get started.

The program allows you to manage all sort of personal and financial documents. You can manage and track income from different sources, salary income, part-time job income, income from rent and also manage and track expenses you do on your own defined categories.

It has the option to track the money you borrow from or lend to your friends, colleagues or roommates. You can also manage and track the money spent in a group of people on sharing basis.

There's also the option to track your bank accounts, fixed deposits (CDs) and associated transactions (deposit, withdrawal, interests earned), start date, maturity date, interest rate etc.

It has a feature that allows you to use the Cost Basis analysis to determine the tax liability for the stock gains. Also you can use apply the WASH SALE rule (used in USA) to determine gain or loss for tax purpose.

You can maintain important and frequently used information, like your car details, passport details, utility accounts (electricity, water, phone) details, important numbers or info that you may need time to time and you want to keep it handy.

Personal Finance Assistant is a very useful software solution designed to help you store, manage, track and analyze all your personal and finance related needs using lots of useful features.

What's new in Personal Finance Assistant 7.00:

  • Ability to install and run the application on Windows 64 bit machine
  • Added ability to import the transaction data from a CSV file for following screens:
  • Monthly Expense
Read the full changelog
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Personal Finance Assistant 7.00

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  runs on:
Windows All
  file size:
7 MB
  filename:
FAssistant_700.zip
  10 screenshots:
Personal Finance Assistant - Personal Finance Assistant will provide users with a complete personal and finance info organizerPersonal Finance Assistant - Users will be able to access options such as Open / Manage Account, Bank / Stock / Loan / Policy / Information or Reminder AccountPersonal Finance Assistant - The Reminder Account Details window will notify users of transactions that need to be done or related actionsPersonal Finance Assistant - screenshot #4Personal Finance Assistant - screenshot #5Personal Finance Assistant - screenshot #6Personal Finance Assistant - screenshot #7Personal Finance Assistant - screenshot #8Personal Finance Assistant - screenshot #9Personal Finance Assistant - screenshot #10
  main category:
Others
  developer:
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