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.
- Importing transactions from CSV files exported from online banking apps.
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 ?
Following the addition of the capability to import transactions from a CSV file exported from an online banking app, the user interface has been improved by adding context menus to the Transactions Tables in the Accounts, Payees and Schedule View to augment the Transaction Editing Buttons as potential shortcuts. Remove and Edit/Enter buttons have been added to the Import Transactions File modal sheet (in addition to the existing context menu) to maintain consistency of user interface design. Some bug fixes have also been incorporated: in the automatic processing of split scheduled transactions on app launch; and in the export of a currently loaded MyNetWorth for Mac (.mnydata) dataset as a MyNetWorth for Windows (.mnw) Transactions File.
