Icon of program: Account Xpress

Account Xpress for Windows

By FelitecTrial versionUser Rating

Key Details of Account Xpress

  • Monitor transactions for your credit cards and checking accounts.
  • Last updated on June 23, 2022
  • There have been 1 updates
  • Virus scan status:

    Clean (it's extremely likely that this software program is clean)


Enlarged image for Account Xpress

Editors' Review

Download.com staff

Account Xpress is a personal finance management app with plenty of features. But you can easily start with the basics and incorporate new tasks as you learn more about the software.

Pros

Feature set: Account Xpress offers numerous ways to track and manage finances. We were impressed by the options in tasks such as Budget that allow two methods for tracking and managing these numbers.

Help file: Account Xpress' interface is professional-looking, but there are quite a few options presented in a small window. The app's extensive Help file is the best place to begin. Not only does it explain the features, it helps you understand important information about the software and its money-management goals, as well as why each of the features can help you get a better picture of your overall finances.

Cons

Interface: Account Xpress has a small window with a lot of options on offer. Even if you've worked with a personal finance manager before, you'll still need to spend some time in the Help file to understand the best way to use its features.

Bottom Line

If you need a comprehensive tool to help you manage and track your money, Account Xpress has much to offer. Don't be put off by the somewhat daunting interface, as the excellent Help file will answer most, if not all, of your questions.

Editors' note: This is a review of the trial version of Account Xpress 3.8.8.

What's new in version 4.0.2

- Improved user interface- Monthly based period selection- General list of transactions- List of accounts by type- List of accounts by currency- Improved navigation bar- Improved budgeting- List of pending transactions- Transaction templates shortcut key- Loan / Mortgage CSV files import- Import mappings (automatically map imported transactions to proper category, payee, etc.)- Greatly improved context sensitive help

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Full Specifications

GENERAL
Release
June 23, 2022
Latest update
June 23, 2022
Version
4.0.2
OPERATING SYSTEMS
Platform
Windows
Operating System
Windows Vista, Windows 10, Windows NT, Windows 8, Windows 2000, Windows ME, Windows 2003, Windows 7, Windows 98, Windows XP
Additional Requirements
None
POPULARITY
Total Downloads
55,649
Downloads Last Week
1

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User Reviews

3.9/5

10 User Votes


Developer's Description

Monitor transactions for your credit cards and checking accounts.
Account Xpress is a personal finance management software for Windows loaded with features designed to help you manage your money easily and efficiently. Track and reconcile transactions for virtually any kind of accounts (credit cards, savings, checking, credit line, cash). Budget management is made easy with the help of user-defined income and expense categories, budget projections, and budget versus actual comparison reports. The tree view structure allows you to organize and access your financial information intuitively. Features include presentation of a global cash flow picture, calculation of net income over any given period, two distinct methods for managing your budget, transaction splitting into many accounts and/or categories, transaction schedules, transaction templates, support for multi-currencies, unlimited number of budget categories and category levels, numerous charts and reports related to your financial and budget activities. Create recurring transactions that are generated automatically at the proper time. Define and use transaction templates to quickly create transactions that recur at irregular intervals. With budget projections, you can now say exactly when and how much you are planning to earn or spend on a specific budget category. Password protect your file to prevent unauthorized access to your data. Import data from Quicken Interchange files (qif) and Open Financial Exchange files (ofx and qfx). Copy selected entries from any list to the clipboard for pasting into other applications like Excel. Category and payee management is simplified with the ability to merge together two categories or two payees at any time. Re-locate categories and payees in the tree view with simple click-and-drag operations. Backup your file automatically with the new backup utility. Know where your money goes and stay in control with Account Xpress. This program benefits anyone serious about controlling their personal finances, and managing their budget.