Finance Manager
Take control of your money with clarity. Track transactions, bills, budgets, and income goals in one place.
What is Finance Manager?
Finance Manager is your centralized hub for personal and small‑business finances. It unifies Accounts, Transactions, Bills and Subscriptions, Budgets, and Income Goals so you can see where money goes and make better decisions.
Who it's for
- Individuals who want a clear picture of spending and savings
- Freelancers and creators managing multiple income streams
- Small business owners tracking expenses and cash flow
- Households coordinating shared budgets and recurring bills
Key features
- Finance Dashboard with balances, trends, and quick actions
- Transactions with categories, tags, accounts, and periods
- Bills and Subscriptions with due dates and reminders
- Budgets with planned vs. actual and monthly rollups
- Income Goals with progress tracking and pacing
- Reports for weekly, monthly, quarterly views
- Multi‑database links across Accounts, Transactions, Bills, Budgets
- Mobile‑friendly capture and review
What's inside
- Accounts: list of accounts with balances and types
- Transactions: all activity with filters for period, category, and account
- Bills & Subscriptions: see upcoming charges and renewals
- Budgets: plan monthly envelopes with variance indicators
- Income Goals: set targets and monitor pacing
- Dashboard: snapshots for month, quarter, and year
- Reports: spending by category and merchant
- Inbox: quick add for transactions and bills
How it works
- Add your Accounts, then import or add Transactions
- Set this month’s Budgets by category
- Add Bills and Subscriptions with due dates and cycles
- Define your Income Goal and check pacing weekly
- Review the Dashboard each week and adjust trends
Price
- One-time purchase: $9.99
- Lifetime updates included
- Single-user license for personal or business use
14‑day money‑back guarantee
- Try Finance Manager risk‑free for 14 days
- If it’s not a fit, get a full refund
- No questions asked
FAQs
- Can I customize categories and budgets?
- Does it support recurring bills and subscriptions?
- Can I use it for freelance or small business?
- Is there a way to import data?
Yes. Add, rename, and filter categories. Budgets are fully editable per month.
Yes. Track recurrence, next due dates, and status at a glance.
Yes. Tag transactions by client, project, or account to see cash flow clearly.
Yes. Import CSVs for Transactions and then map fields like date, amount, category, and account.