Some people use InEx Finance to track expenses on a daily basis and get in control of their spending. Others avail themselves of our online money management software to create a household budget and try to follow it in order to better organize spending in different categories and consequently save some money. Whatever the reason, InEx Finance can be efficiently used to handle a wide range of personal finance tasks with ease. Here is a roundup of our latest news and changes aimed at improving your user experience:

1. “Select All” Feature

We've tried to make the reporting tools in InEx Finance more user-friendly by implementing “Select All” feature in all table and chart reports with multiple select option for Categories and/or Resources. “Select All” feature will prove extremely useful if you usually deal with a lot of Categories (including Subcategories) or Resources when tracking expenses on a daily basis. Instead of manually selecting each Category and/or Resource in various reports, which can get quite annoying, you can simply click on “Select All” option to have them all included at once.

2. Overview Page Improvement

The Overview page lists all your income and expense by Categories (including Subcategories) with their corresponding actual vs. budget amounts. This gives you a quick snapshot of how well you manage personal finances and how closely you follow your monthly budget on a day-to-day basis. Now the Total for income and expense groups shows not only the Actual and Budget amounts for all Categories, but also their Difference. This is the amount you still expect to earn (for income Categories) or can afford to spend (for expense Categories) by the end of the month considering the planned budget. This is a great opportunity to see at a glance how well you are doing financially in any given day during the month.

3. Extended Import Capabilities

Data import from most popular formats is quite a useful feature that any personal finance management software should support. Apart from allowing you to significantly automate tracking of your daily income and spending, it also helps you save a great deal of time especially since you don't have to enter each transaction manually. Above all, data import from banks is the perfect solution for people who are concerned about the security of their personal data during direct sync with their online banking system.

InEx Finance continues to diversify its import capabilities by adding more supported financial institutions and file types. From now on, users will be able to easily import their financial statements provided by the following two banks as well:

  • Santander Totta (Portugal) – Format “CSV”, Type “Santander (PT)”
  • La Caixa (Spain) – Format “XLS/XLSX (Excel)”, Type “La Caixa (ES)”

4. More Global Currencies

Three more global currencies have been added to the list of currencies currently supported by InEx Finance software:

Currency Name Currency Code
Jordanian Dinar JOD
Macedonian Denar MKD
Croatian Kuna HRK

The multi-currency feature enables users all over the world to efficiently manage personal finances in their local currency. Or they can deal with several currencies simultaneously and record currency exchange transactions whenever such occur. The currency exchange rates are daily updated from Internet, which ensures that your personal finance data is always accurate and up-to-date.

Published at August 13, 2013 14:54
Updated at August 13, 2013 14:54

comments powered by Disqus