BudgetInMind 4+

The powerful and easy-to-use financial software, to enter, analyze and control your financial destiny

BudgetInMind is a powerful account management system that can track all your finance and provides in-depth analysis of your financial situation as well as fully integrated forecasting capabilities.

With BudgetInMind, you can efficiently insert all your financial transactions into one place, accelerate your book entry using effective scheduler and shortcut workflow, analyze your spending trends, create realistic and manageable forecast, check your bank account balances against bank statements, see how your wealth is spread across your assets, monitor your liabilities, manage stock trades, use multiple currencies, create multiple users for separate accounting, and save your finance in a portable library.

BudgetInMind lets you keep history of all your accounts for better trending and make the accounts entering workflow a trivial and rewarding task...


WE MAKE ACCOUNTING EASY FOR YOU
• One Place to gather all your data
• No cumbersome windows. Most actions are one click away from were you are
• No need to be well versed in the accounting language. You name your accounts the way you want, we handle the complexity.

ADAPTS TO YOUR LIFESTYLE
• Handles multi-user and multi-currency
• Adapt account visibility to each user, year or currency
• Create the structure you want, that adapts to your personal situation
• Go deep or stay generic, name your accounts the way you want

ENTER YOUR TRANSACTIONS IN A SNAP
• Advanced entry workflow for fast entry.
• Use scheduler for recurring entries.
• Use Shortcuts for frequent entries.
• Duplicate existing entries as a template.
• CSV Import/Export module to speed up historical data entry.

IMPORT YOUR BANK CSV FILE DIRECTLY INTO BUDGETINMIND
• Automatic Reconciliation
• Automate Entry
• You have control over new insertion

AIRDROP FILES BETWEEN MAC and iPAD
• Leverage OS X 10.10 and iOS 8 capabilities to seamlessly transfer files between devices
• No need to store your sensitive financial data in the Cloud to benefit from easy sharing
• With AirDrop tightly integrated into BudgetInMind, stay local, keep you data safe, and share it when you want on any of your devices directly from the application

ACCESS ALL YOUR ACCOUNTS
• One-click access to view any account
• See all your banks, savings, investments
• Access all your assets & liabilities
• Verify what the bank tells you. Not the reverse

POWERFUL BUDGET ANALYSIS
• Once Entered, Analyze.
• Drilldown. Aggregate.
• See graphic trends.
• Access transactions easily.
• Create your own forecast

ADVANCED TRADING WORKFLOW
• Keep track of your shares, stocks, 401K, etc.
• We handle the cost basis for you.
• Centralize your trading assets.

NEED FOR MORE CONTROL?
• Level 2 users easily according to each one's forecast.
• Merge book entries made by 2 users on 2 different versions of the same file.
• Automatically aggregate all users or all currencies.
• And much more...

SUPERB & COMPREHENSIVE DOCUMENTATION
• Comprehensive documentation readily available in the Mac help system.
• Includes tips and accounting principle tutorials.