Accounts

• Simple program with advanced featured to keep track of your finances and expenses.
• Integrates and shows data from other program in suite- MyLife Personal Record.
• Maintain Cash, bank and credit card accounts.
• Form and List view , simple and advanced view.
• List view shows income expense and balance in separate columns
• Enter accounts in user defined categories and subcategories and subcategories.
• Regular payees can be linked from Mylife Contacts program to enter expense etc.
• Auto copy of transactions from various other programs in My Life Suite.
• Recurring transactions feature help to add group of frequent recurring transaction with one click.
• Define to copy selected account categories to view in ML journal program in user defined journal category  
• PAYEES User can define payees drop list by selecting people previously entered in MyLife contacts program.
• Alternately transactions entered for these payees will be display in MyLife contacts - linked items module.
• Provision of multiple accounts per person activated by single password, once user logs in he can view all his accounts of cash , bank, credit card etc.
• Provision to edit account name, password, accounting year, etc.
• Provision to copy categories / subcategories / accounts from existing accounts or use default categories
• Bank Transaction :
• Keep record of Bank Transactions.
• In bank type accounts additional fields of check No. cleared balance and cleared fields will be displayed
• Program display columns for real balance and cleared balance.
• Define Check number prefixes for faster data entry.
• Credit Card: View expenses by month.
• User may enter monthly totals or individual transactions.
• Enter monthly amount due, paid, balance.
• Payment made are copied to define bank account.
• View details of card from Personal record program.
• In transaction enter Amt, date, category, payee, note.
• Simple mode hides fields of category and Note.
• Add Accounts-Data Entry :
• Enter accounts in form, List view or turbo add mode.
• Quick data entry assisted by Month box , numeric keypads, drop list for category, subcategory, payee.
• Quick data entry by check number prefix default from setup 
• Quick data entry by auto fill of category and subcategory based on payee as defined by user.
• Quick data entry by auto fill of category and subcategory defined for any specific payee in options
• Use setup to select data entry, using single, double or merged drop fields for category & subcategory.
• List Multi Add :
• Add multiple entries in List add view like spreadsheet with tab and arrow key controls for easy cell navigation, and combos drop list choices in most cells for auto fill6.
• Turbo add:
• Enables very fast data entry of contacts for advanced users.
• Enables data entry without using mouse and just using keyboard only.
• Use keyboard arrow keys to select fields from list and simultaneously select choice from list.
• Use tab, shift, up, down & enter keys to quickly fill data.
• Recurring Transaction :
• Avoid tedious data entry.
• Frequently entered monthly expense and Income entries can be defined once.
• All these defined entries can be copied by single button click after entering date.
• User can define and name three different groups of recurring transactions.
• Useful for future scheduled payments and post dated checks.
• Lookup Transaction :
• Compound filtering to view any transactions
• View list in various sort and merging orders like date wise, category wise, amount wise. In selected view mode, the selected columns is sorted, merged and move to LHS as first column, advanced date range filters etc. various sort orders on multiple fields.
• User may merge and view various accounts held by same person (under same password)
• Lookup-Category-Tree:
• Go from account to income / expense to category to subcategory
• Total amounts for each branch category is shown alongside.
• Click on any branch to see details or transactions alongside.
• Lookup-Month-Tree- Shows Income / Expenses grouped by year & month in tree.
• View total amount and details of transactions for each month.
• User may merge and view various accounts held by same person (under same password).
• Lookup-Payee- Tree View transaction in tree grouped by category-Payee.
• View total amount and details of transaction for each payee.
• User may apply common filter.
• User may merge and view various accounts held by same person (under same password).
• Monthly Viewer :
• LHS has monthly tabs and month box.
• RHS view transactions for full month or day.
• RHS user may group transactions category, payee wise.
• View totals of income, expense for month.
• User may click on any month tab to view all transactions for that month.
• User may click on any date within month box to see all account transactions for that date.
• User may apply common filter conditions to see transaction for any category, subcategory, payee etc.
• User may merge various accounts to see transactions.
• Monthly Summary : view monthly expenses for all categories merged in a tree view
• Categories appears as rows and with months as columns
• Hierarchical grouping of categories and subcategories.
• View monthly average expenses
• Click on on any cell representing total monthly expenses for each subcategory to view all details in a list.
• Select to highlight expenses over budget amounts.
• Select to highlight expenses 25%-100% over monthly average amount.
• Annual Summary :
• View summary and totals of annual expenses over the years.
• Years appears as columns and categories appears as rows.
• Click on any category rows to expand to subcategory level.
• Click on on any cell representing total monthly expenses for each subcategory to view all details in a list.
• User may merge and view various accounts held by same person (under same password).
• View annual averages and total for each category.
• Income / Expense Summary:
• Summary lookup of income and expenses.
• Monthly Bills : View expenses only for categories defined as monthly bill type in setup.
• Major Expenses :Shows major expenses for selected categories.
• Set min. values of amounts for each category.
• Program displays expenses over and above min value selected.
• Charts/Graphs: enable Advanced & Easy analysis of expenses/transactions in various formats.
• User may view various charts for income, expense, balance, monthly income etc in Pie chart and bar chart formats.
• Click any color category in charts to view details of transactions.
• Click on any color category to view chart & Breakup of sub-categories.
• Click on any pie slice or bar graph of subcategory to view transactions for that subcategory in List.
• Bar/Line graphs for monthly balance, month expenses etc.
• Functions :
• Budget :
• Define budget for each category, subcategory.
• View Budget, expenses up-to-date, totals, percentages, overspent categories.
• Savings charts:
• A separate program to enter & view totals of monthly, Quarterly, Annual Incomes & expenses
• Program calculate and shows Savings, Statistics & Saving growth.
• Future Payments: Keeps track of post dated checks given to finance companies.
• User may define repayment amount, frequency etc.
• Program copies transaction to accounts to check due date after user confirmation.
• Also useful for future payments, fixed automatic repayments of loans etc.
• View totals of paid and unpaid amounts to each company/loan.
• cash-In hand: Keep record and totals of cash for personal use.
• Loans: keep record of cash in hand kept at various places date wise.
• Keep record of loans given/ Taken.
• View totals, View outstanding/ previous, Interest etc.
• Reminds in MyLife Scheduler program for loan due date.
• Receivables / Payables : keep track of receivables and payables. Integrated with your accounts, when you click received / paid, it automatically enters the same in your accounts.
• Net Worth View summary of Cash in hand, Loans & Receivables.