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 ?
The Account Filter selection, applied by the user in the Schedule View, is saved, when leaving the Schedule View, and restored, when reopening the Schedule View. The Account Filter selection is also recorded in the transactions file, when the file is saved on quitting the app, and restored on relaunching the app and when reopening an existing transactions file.
The user can now set the Period of a Scheduled Transaction to "No Repeat" to support the early addition of future one-off transactions. One-off scheduled transactions are deleted once they have been entered, automatically and/or manually.
