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Account Xpress 3.6

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Features

Publisher's description of Account Xpress

From Felitec:

Account Xpress is personal finance management and budget planning software loaded with features designed to help you manage your money easily and efficiently. Track and reconcile your transactions for virtually any kind of accounts. Budget management is made easy with the help of user-defined income and expense categories, budget projections, and budget versus actual comparison reports. A tree view structure helps you access the information you need quickly and easily. Features include presentation of a global cash flow picture, calculation of net income over any given period, transaction splitting into many accounts and/or budget categories, transaction schedules, transaction templates, multi-currency support, unlimited number of budget category levels, and numerous charts and reports related to your financial and budgeting activities. This program benefits anyone serious about controlling their personal finances and managing their budget.

Version 3.6 includes a minor design change was made in the way bank codes are managed in the file properties dialog. When a user selects a bank code in the list, that bank code is automatically copied to the edit box,suppressing the need for the user to click the Edit button (now removed) in order to modify the bank code selected.

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Editor's review of Account Xpress

  • 4.5 stars

  • "Simple but powerful financial program"
  • Reviewed on: June 3, 2009
  • Version reviewed: Account Xpress 3.6

Account Xpress does what many programs--in particular, home budget programs--fail to achieve. Namely, the program manages to be both extremely powerful and easy to use. Account Xpress is a great fit for users who merely want to track their expenses and those who desire a detailed analysis of their monthly finances.

At first glance it's not entirely obvious where users should begin, but the Help file offers a very well-written Getting Started section that should have users up and running within minutes. The interface is divided into six sections, which are explained in detail in the Help file and become easy to navigate with a bit of practice. To begin, users add accounts and transactions, which are arranged by customizable categories. Users enter transactions throughout the month and then, with guidance from the Help file if needed, reconcile their accounts against their bank statements to check for errors. Transactions can be entered manually or imported from Quicken Interchange files (qif) and Open Financial Exchange files (ofx and qfx).

For some users, tracking income and expenses this way will be enough. For those who desire more, the program offers an array of graphs and reports that let users see exactly where their money is going. Both types of users should be pleased with the program's functionality and ease of use. Account Express installs and uninstalls with ease, and is limited to a 30-day trial period.

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