Modules

Bank accounts

• View transaction list, transfer in/ out, closing balance, global cash position, account statement template

• Save important documents

Invoices

• Save recurring invoices, payments, important documents

• Save and view reconciled payments

• Invoices' overview

Budget

• Budget management

• View chart of accounts

• View budgeted change in Net Worth

• Save important documents

Taxes

• Manage tax returns, tax payments, tax credits, tax accounts and checklists

• View cashflow, tax summary, deductible invoices, deductible receipts

• Save important documents

Mortgages

• Save mortgages and important documents

• Manage installments and payments

• View summary of mortgages

Reporting

• This module draws financial information from all other modules to create an overview of your cashflow
• Overview of incoming and outgoing cash
• View change in net worth, balance sheet, audit trail, chart of accounts
• Manage appendices

• Save important documents

Travel

• Save travels and travel-related invoices, important documents

• Manage itineraries and flights

• Review checklists

• View your cashflow.

Insurances

• Manage insurances

• track premiums

• view rolling 12 month forecast

• Manage claims

• Save important documents

Pension fund

• Manage pension funds, account statements, impayments - private pension

• View projection, fund value, average monthly increase and pension

• Save important documents

Ecology

• View emission summary, emissions by origin

• Save important documents

Family

• Register important documents (e.g. birth certificate), passwords

• View your complete address book per category, income (e.g. salary) and cashflow

• Overview of spendings per category (e.g. clothing, gifts, subscriptions).

• Several profiles can be created

Health

• Save health book, important documents (e.g. medical certificates), invoices from health provider (i.e. when full amount is billed), invoices from the health insurance (i.e. when own contribution is billed), other non-reimbursable expenses

• Summary of all processed invoices, fees, deductibles and reimbursements

Operations

• Manage pending works, household and telecom expenses, electricity, water, heating oil, gas, wood and pellet consumption

• Track building, fittings and garden maintenance

• Summary of all operations

• Save important documents

Residence

• Save general information related to your residence, residence purchase and sales information, important documents, list and details of the transformations

• Manage projects

• View the related cashflow and the total cost of ownership

Pets

• Save vaccination record, miscellaneous equipment, important documents

• Overview of the related cashflow.

Equipment

• Register furniture, valuables, household appliances, TV, telephony, computers and other equipment, list of lent objects and detail of repairs and maintenance carried out, important documents (e.g. warranties)

Vehicles

• Save purchases & leasing, leasing installments and payments, important documents

• Manage maintenance & repairs

• View cashflow and cost summary

• Track consumption

Sport

• Save sport-related invoices and important documents

• Manage your equipment

• View your cashflow.

Leisure

• Manage your equipment

• Save equipment-related invoices

• View cashflow

Travel

• Save travels and travel-related invoices, important documents

• Manage itineraries and flights

• Review checklists

• View your cashflow.