Finances

The Finances application provides an integrated set of features to help you manage your cash flow and investments:
- For cash flow, Finances supports tracking expenses and income, and includes support for budgets, accounts, payees, and bill tracking.
- For investments, Finances supports tracking cash and stock investments and automatically fetches daily stock prices.
- Finances allows flexible cycles for managing your cash-flow: Monthly (default), Weekly, Every 2 weeks, Every 4 weeks, and Semi-monthly.
- The Finances application provides the ability to group your expenses into categories and sub-categories, and lets you set a budget and track expenses at the category/sub-category level.
- The features within Finances are well integrated such that a bill can become an expense (when you pay for it) and adjust the account balance at the same time.
- Finances includes Cloud Sync that automatically backs up your data, and syncs entries across multiple devices (iPhone, iPad).

KEY FEATURES:

Expenses:
- Create/Edit/Delete expenses and recurring expenses
- Browse expense entries by month, by category/date with the ability to drill-down
- Optionally associate an account and payee with an expense
- Attach photo images of receipts; drag and resize images on screen
- Support for multiple currencies and automatic exchange rate conversion

Income:
- Create/Edit/Delete income and recurring income
- Optionally associate an account with the income

Bills
- Create/Edit/Delete bills and recurring bills
- Support for Payees, and track payments by Payee.
- Make payment on bills either an as expense or as a transfer (to avoid double accounting your expenses)
- Bill reminders

Categories and Budget
- Create/Edit/Delete expense categories and sub-categories
- Set a budget, and track expenses at the category/sub-category level.
- Associate icons with the categories
- Budget rollover
- Support for one-time budgets
- Classify expenses into fixed, variable and discretionary and compute your disposable income

Accounts
- Support for Accounts such as Checking, Savings, Credit, Debit, Cash, etc.
- Associate your expense and income entries with your accounts and accurately track account balances.
- View transactions, and do transfer between accounts.
- Ability to choose a different base currency for each account

Investments
- Support create/edit/delete of Investment accounts