MyNetWorth Preview
macOS / Finance
MyNetWorth helps you to keep track of your financial assets, liabilities, income, expenses and net worth by storing and processing the financial transactions that you make. This Preview Version has all the functionality of MyNetWorth except for the ability to archive transactions. However, it is limited to a maximum of 200 transactions. Once the limit of 200 transactions is reached, no more transactions can be saved to file. Please note, however, that all of the transactions saved to file by MyNetWorth Preview remain available to MyNetWorth; simply upgrade to the Full Version, navigate to the file saved by MyNetWorth Preview and open it.
With MyNetWorth Preview you can readily and easily:
- Reconcile your bank and credit card statements;
- Monitor your income and expenditure;
- Maintain constant awareness of your personal financial circumstances;
- Visualise where your money is, where it comes from and where it goes to;
- Detect unauthorised / unintended withdrawals.
MyNetWorth Preview supports:
- Split transactions (when multiple expense categories apply to a single payment);
- Scheduled transactions (which are processed automatically);
- Manual backup and restore;
- Bespoke report generation and printing;
- Exporting transactions, accounts trees and balance sheets to CSV files (for import into spreadsheets);
- Multiple sets of accounts;
- Multiple currency symbols and date formats.
MyNetWorth Preview displays your transactions in a series of views (as selected by you):
- Accounts View (list, edit and manage transactions by account);
- Payees View (list, edit and manage transactions by payee);
- Schedule View (list, edit and manage scheduled transactions and see future Net Worth and balances);
- Balances View (instantly see all of your account balances);
- Reports View (generate, print and export bespoke reports).
MyNetWorth Preview is designed to be intuitive but it comes with a built-in link to a web-based Apple Helpbook/User Guide so help is never far away. Please see the developer's website for more details.
Quoi de neuf dans la dernière version ?
Schedule View upgrades: AC Balance Column now shows future net worth, when no account filter is applied, and future account balance, when the account filter is applied; the Net Worth/Balance column is now colour coded - green for transactions that increase Net Worth/Balance and red for transactions that decrease Net Worth/Balance; Net Worth/ Balance column title changes to reflect its contents and its contents are colour coded - green for positive values and red for negative values; Account Filter selection options limited to just the relevant asset/liability accounts.
Net Worth/Balance column title changes to reflect its contents in Reports View.
Edit Transaction Dialogue boxes in Account, Payees and Schedule Views are now "sticky": data entered in a split transaction is saved when switching to normal and restored on switching back; To and From Accounts entered in a normal transaction are saved when switching to split and restored on switching back.
Performance improvements incorporated when reopening Balances and Reports Views by preventing unnecessary recalculations; progress overlays are now displayed in Balances and Reports Views, when their contents are being calculated or refreshed.
Various minor bug fixes implemented.
