Set up multiple finance accounts (checking, savings, credit card, or investment), keep track of transactions, generate reports, and download transactions directly from your bank.
- MoneyLine
- Version :2.04
- License :Trial
- OS :Windows All
- Publisher :NCH Software
MoneyLine Description
MoneyLine is a lightweight software application whose purpose is to help you keep track of accounts, transactions, expenses and other financial operations.
Clean feature lineup
The tool impresses with its well-organized set of features that allows you to easily access banking and investment accounts, generate reports, and make transactions. In case you need further help with the program’s settings, you can have a look at the online help manual.
Set up multiple accounts
You can configure a brand-new account by selecting the type, namely checking, savings, credit card, or investment, and providing information about the name, description, starting and current balance, as well as personal notes.
What’s more, you can allow online access to your account by specifying the user credentials and make the application ask for password when connecting to your bank account.
Manage transactions
MoneyLine gives you the possibility to organize transactions with the aid of different categories (e.g. Deposit, ATM, Purchase, Transfer), split transactions, and schedule recurring transactions, such as paychecks and mortgage payments.
The utility helps you download transactions directly from your bank, reconcile your purchases and transactions against bank statement, as well as monitor transfers between accounts.
Reports and other handy features
You can generate reports with income and expenses, expenses by payees, account activity, and budget for a specific time period.
MoneyLine lets you perform searches by transactions, import data from OFX, QFX or CSV file format, store information about payees, set up a new budget, manage securities, back up data so you can restore it in case you lose the information, password-protect the access to the program’s GUI, and enter details about the currency symbol, currency name, and paper size.
Final verdict
All in all, MoneyLine provides a straightforward software solution for helping you monitor bank account balances and track your savings. It works fast and allows you to configure multiple accounts without having to go through a lengthy setup process.