1. Automating Personal Finances Saves You Time and Money

Best Online Software For Budget Planning

In today's high-tech world, people strive to automate almost everything from various financial processes to daily mundane tasks. We rely on the computer brain to pay our monthly bills, remind us about scheduled meetings or alert us when we fall off our monthly budgets. Managing personal finances can be a challenging and overwhelming task that requires diligence, careful attention to details and processing of a large amount of data. Automating this entire process not only saves time but also reduces the risk of human errors. You may leave all the hard work from tracking daily transactions to generating aggregated financial reports to an automated system, while you can efficiently spend your time supervising the process itself.

When you manage to find a personal finance software that best fits your financial needs and put your automation strategy at work, you'll begin to notice significant improvements in many areas of your financial life. Switching to an automated system enables you to streamline your personal finances and know exactly where your money goes each month. The biggest advantage is that you get a holistic view on your family finances which helps you in the decision making process. Moreover using an online money management software eliminates the stress of manual data tracking and analysis. As a result, you'll have more free time to spend on other things that are important to you and your family.


2. Easy and Efficient Online Money Management with InEx Finance Budgeting System

We have designed InEx Finance personal money manager based on the concept that an optimal automated system should be secure, intuitive, flexible and efficient. Our personal financial software comes equipped with powerful tools that perform essential money management and budgeting tasks quickly, easily and reliably. If you don't want to start your personal financial planning experience from scratch, then you can use the Import feature to upload your prior transactions data. The Export tool makes it easy for you to save the financial information from your InEx account to your computer.

The Import & Export feature is an important money management tool that enables you to:

1 - Import CSV files into your InEx Finance account and get a complete picture of all your money flow:

  • You can use standard or advanced settings to configure the import parameters (header, encoding, date format, etc);

  • You can select an available data format for your CSV file or request the inclusion of your custom format;

  • You can analyze any import errors and correct them before completing the import operation;

  • You can analyze any possible duplicate entries detected by the system (identical amount, date and currency) and remove them before completing the import operation;

  • You can revise, edit or delete any preliminary transaction data before finalizing the import procedure;

  • You can delete all preliminary import records at once in case you have uploaded a wrong CSV file.

2 - Import OFX files into your InEx Finance account and aggregate all your financial transactions in one secure place:

  • You can integrate your bank account statements or credit/debit card statements into your transactions register;

  • You can revise, edit or delete any preliminary transaction data before finalizing the import procedure;

  • You can analyze any duplicate entries detected by the system (identical Financial Institution Transaction ID - FITID) and remove them before completing the import operation;

  • You can delete all preliminary import records at once in case you have uploaded a wrong OFX file;

  • You can review additional data retrieved from the uploaded OFX file, such as: name of financial institution, account number, account balance, etc.

3 - Export your financial data to CSV (Excel) files for external storage, integration with third-party services or in-depth analysis:

  • You can quickly export any amount of data pertaining to your transactions, categories, resources, budgets, goals, credits or events with just one easy click on the "CSV/Excel Export" icon in the table header of the relevant reports;

  • You can retrieve any amount of historical financial data for any given time frame and export it to CSV files;

  • You can use different filter criteria, apply the sort tool or quick search tool to fine-tune your results and then save the report data to your computer;

  • You can configure the export to CSV/Excel parameters according to your requirements.

Personal money management doesn't have to be a time-consuming, tedious and daunting undertaking. You can simplify and automate this entire process with InEx Finance: if you want to be the master of your future start with your personal finances.


Tags csv, export, import, ofx
Updated at March 02, 2013 13:10