Product Features

JioSoft Money Manager is an accounts software programme for Windows. Money Manger is suitable for use on desktop computers and laptops running Windows 7/8/10/11.

Chequebook-Style Register

Probably the most important feature of the JioSoft Money Manager Accounts software is the simplicity of transactions. The software is easy to use and has a nice screen layout. The chequebook-style register provides a familiar and convenient interface for entering financial transactions. The register supports current accounts and savings accounts, banking and credit-card transactions, mortgage and loan accounts, tracking expenses as well as tracking income such as wages, interest income and also stocks and shares transactions. The software also includes a transaction search capability, a powerful tool to help you quickly locate any previous transaction.

Scheduled Transactions

You can create recurring transactions for both income and expenditure (for example Direct Debits, Regular Dividends, Salary) including automatic reminders when a transaction is due, the ability to postpone a scheduled transaction without cancelling it, and the ability to specify only a limited number of transactions. Scheduled transactions can also be set up to activate automatically on the due date.

Reports and Graphs

The software contains comprehensive reporting and graphing tools, and comes complete with a full suite of standard and customised reports, such as Income and Expense, Portfolio Valuation, Net Worth, Category and Payee reports, Transaction reports and many others. Helps you to stay on top of your day-to-day finances and get a better picture of what you have coming in, going out, and what's left to spend or save. We make it easy to see where you are spending money and stay on budget. It's easy to set up budget goals based on what you've spent in the past. You can easily customise your budget plan, and the software will track your progress.

Small Business Accounting Features

Simplify managing a small business with Income & Expenditure tracking, Loan and Finance management, track your profits and cashflow. The software has detailed transaction statistics so you see instantly where your money is going to and coming from. Although the software comes at a fraction of the cost of other leading brands, it is much easier to use. You will know how much money you are making at any point in the year by simply running a report. Instead of giving your accountant a box full of receipts, just print a report of your Income and Expenses, much quicker and neater and you could save money on your accountancy fees.

Categories and Sub Categories

Income and Expense Categories allow you to see where your money's going. Money Manager automatically categorises your personal and/or small business expenses and then shows you where you're spending your money, including both business and personal expenses. You can see exactly where your finances stand at anytime by running a Categories Report. Money Manager comes with a Category List which provides a selection of commonly used categories, you can rename these if you wish, delete them altogether or create new categories. You can create as many Categories and Sub-Categories as you need. Split Categories are also supported.

Stockmarket and Fund Portfolios

Track shares individually or in a portfolio of shares, you can monitor your profits and gain a clear view of your holdings. Money Manager helps you make smart and better informed decisions about your investments by keeping you on top of your performance; including tracking dividends. When you buy or sell shares the software will automatically calculate the average price paid so you can always see your investment performance as a percentage gain and in cash terms. It is easy to set up and you can be quickly up and running.

QIF File Import

Intuit® Quicken® QIF files and Microsoft Money® QIF files can be imported. The JioSoft Import Wizard makes it easy to get your data from other programmes into Money Manager. Even if you have 20 years of data, don't worry, JioSoft Money Manager will import them all in minutes! You can import all your bank accounts, credit card accounts, loan accounts and even asset & investment accounts. You can also import bank statements from many banks and financial institutions and they will be automatically categorised and checked for duplicates.

Statement Reconciliation

The software makes it easy to reconcile your account transactions and cleared balances against your bank statements. With JioSoft Money Manager you get a familiar Reconcile Window where you can tick off the transactions that match against your bank statement until the difference between your reconciled balance and your bank statement balance is zero. All the reconciled transactions will then be marked as such in the account register. The reconcile feature in JioSoft Money Manager will ensure that your accounts always match your bank statements exactly. You can edit transactions add missing transactions or remove duplicate transactions from the reconcile window.

Multiple Currencies

JioSoft Money Manager allows you to work in just one currency or more than one currency. When using accounts with several different currencies you can create reports with the figures converted into your base currency with an exchange rate specified by you. Transferring money between accounts of different currencies is no problem, the amounts will be different due to the exchange rate and Money Manager handles that.

Many more features

This is just some of the major features included with the accounts software. There are many more features that you will discover as you begin using the programme. We are confident that you will find more features in this software than products that are more expensive, you'll soon wonder how you ever managed without it.

Quick and easy to get your software

You can buy the software as an Immediate Download for just £47.00 and you will be redirected to our download page after checkout where you can get your Accounts Software immediately.