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Alzex Personal Finance 5.9

Personal Finances is an elegant, easy, yet technically advanced home financial manager for Windows users. Putting budget tracking on auto-pilot, the program will help users to track income and expenses, plan budget and cut back on unnecessary expenses. Personal Finances Pro will also help you to track expected income, spending and see how much money the user will have at any date in the future. Personal Finances is portable and can run from the USB drive.

Designed with the beginner in mind, Personal Finances lets anyone take the first steps into budget planning without a shock from software complexity and learning curve. For the most part this is due to a simple, well-designed interface. The main window puts all financial transactions, accounts, tools and options in front of the user, letting you review any budget item and modify it with a remarkable ease.

To get started, the user is required to create accounts, which can be a etc, credit card, cash, pocket money, real bank account. The next step is to enter transactions, both earnings and purchases. To make it simpler for the user to track budget in details, transactions can be defined with family members, tags, categories. Tags help to distinguish between similar transactions that fall into the same category.

Personal Finances has a powerful reporting tool that can generate pie, bar chart reports and trands with totals and percentages that reflect the flow of money for any period of time. The user can generate reports by tags, family members, categories. By clicking on any item in the report, user can drill down deeper to transactions associated with the item. Reports can be saved to file in HTML, CHM, or TXT, or printed to paper.

The program helps the user review the financial health of the home budget, see the spending categories that need to be trimmed in order to make a balanced budget one can live on without lapsing into debt.

User's rating:

  • Currently 3.14/5
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History updates (Complete changelogs since the listing on this site)

5.9 [03-14-16]

Compression of a database file added.
New interface.
Many small bugs fixed.
Budget tab updated.
Lager icons. Same icons set for accounts and categories.
Font size option added.
User can link loan to transaction.
Transaction full details hint added.
Hotkeys added.

Other versions : 5.3 5.1 4.5 4.3 4.2 4.0 3.8 3.7 3.5 3.2 3.1 2.8 2.7

v5.3 [06-20-13]

Compression of a database file added.
New interface.
Many small bugs fixed.
Budget tab updated.
Lager icons. Same icons set for accounts and categories.
Font size option added.
User can link loan to transaction.
Transaction full details hint added.
Hotkeys added.

v5.1 [03-08-12]

CSV and QIF import/export improved
OFX import added
Import preview
Automatic backup
Sum of selected transactions added
Reports improved
Few minor changes
User guide updated

v4.5 [06-19-11]

CSV and QIF import/export improved
OFX import added
Import preview
Automatic backup
Sum of selected transactions added
Reports improved
Few minor changes
User guide updated

v4.3 [03-01-11]

Accounts grouping
Loans redesigned
Lots of minor changes

v4.2 [12-11-10]

Accounts grouping
Loans redesigned
Lots of minor changes

v4.0 [06-09-10]

Unicode support
Export to/import from qif
Summary view
Customizable date and amount formats
Income and transfers in splits
Grouping by splits
Manual approve for scheduled transactions
Loans and credits keeping
Transactions in any currency
Updated budget
Small notes (tasks)

v3.8 [11-11-09]

Batch (split) transaction,
Improved calendar view,
Improved budget,
Few bugs fixed

v3.7 [08-18-09]

new 400 icons for categories
exchange rates updating via internet

v3.5 [05-07-09]

Advanced budget (accounts, categories, family members and tags).
Account reconciliation.

v3.2 [11-20-08]

icons for accounts and categories, non-cleared transactions, month total, initial balance

v3.1 [07-10-08]

Calendar view added, layout changed

v2.8 [05-06-08]

Custom fields added, scheduler updated

v2.7 [02-12-08]

Charts and reports added

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Predicted future versions and notices:

The doDownload.com constantly monitors the update of all programs, including information from the Alzex Personal Finance 5.9 changelog file, however sometimes it can happen that data are not complete or are outdated.We assume that author continue's to develop 5.10 version with further advanced features, and soon you will be informed. Equally important 6.0 upgrades of the program we will continue to monitor. Full Alzex Personal Finance description has been compared with the overall software database and our algorithm has found the following applications (are showed below).