MAIN SCREEN

• is your "jumping off point" for any screen in the program
• lets you go to any month with the click of a button
• or you can view any of your income/expense reports from this screen

MONTHLY EXPENSES AND INCOME TRACKING DETAIL

• columns for daily tracking of expenses and income
• includes monthly and year-to-date totals
• can set up different categories of expenses
• enter amounts and system automatically tallies totals

MONTHLY-END ACCOUNT BALANCES

• track all your savings accounts balances
• track all your retirement account balances
• track all your investment account balances
• track your credit card debt
• track your mortgage debt
• track other debt

DETAILED / SUMMARY EXPENSE AND INCOME EVALUATION

• lists all expenses individually
• organizes expenses according to category
• shows running year-to-date amounts for each month
• shows total year-to-date totals for expenses and income

PERSONAL BALANCE SHEET

• shows monthly evaluations of your expenses
• breaks out each category of financial info
• savings / investments, retirement assets, and income
• shows running year-to-date amounts for each month
• also shows total year-to-date totals for each category
• total amount and monthly amount spent
• total amount and monthly amount credit card debt

CHARTS

• shows Income vs. Expenses
• shows Savings, Investment & Retirement Account Values
• shows Debt
• shows Total expenses Breakdown Pie Chart