Personal Accounting or personal finance management, what does that mean?
Till now what we prefer to do is, we use to create Excel sheets for maintaining our personal finances in which we need to put all the data manually. But not here, while using Invest Plus you don’t need to put all the data manually. Because it is an entry less software, in which you just need to fill up your basic information and need to connect it to your accounts to get updated about your expenses and budgets.
As personal accounting and portfolio management consists of many things, here is the brief information about them,
Accounting: Which will take care of your daily entries like bank transactions, credit-debit card statements, annual statements, trial balance, etc.
Budget & Financial Analysis: Which will estimate your budget plan by your regular expenses and other expenses like bills, insurance policies, etc.
Stock Market: Which will take care of your transactions and action report regarding the stock market.
Mutual Funds & Fixed Deposits: Which will take care of your all the details regarding mutual funds and fix deposits, it will guide you about opening-closing mutual funds, sold mutual funds and will generate their report likewise it will guide you and remind you about your fix deposits.
And yes there are some more basic features like backup-restore data, delete multiple transactions and full details help file.
So, here are 7 must-have features in your personal accounting software
- Reduces Monthly/Yearly Expenses
Time and money have always been one of the most precious commodities ever. So by using such accounting software not only you save your time but also you save your money, as it will always guide you about your budget and will remind you if you are running out of your budget.
If you are running a small business or you are a working person then you should try accounting software to cut the cost instead of hiring an expensive professional accountant to maintain your personal finances
- Must cover all financial transactions
As it is a personal accounting software it must cover the all basic financial transactions like accounting, budget and financial analysis, stock market-related transactions, mutual fund status report, fixed deposit status report and so on. And Invest Plus is taking care of all these financial transactions.
- Less entry, more output
Invest Plus requires less entry for your confidential data as it is almost an entry less software. You don’t require to enter the same data again and again because it will fetch the required data from the connected accounts and based on that it will generate your reports. Till now more than 300 reports have been generating through this software.
- Improves Accuracy
As it is a software, which is going to take care of your personal accounts and not a human, so don’t worry about the mistakes, because a human can make mistakes when it is about numbers and calculations but machines don’t. So your data would be as accurate as it should be. And as your data would be in a software and not in a torn old yellow colored sheet, you can access it at any time you want even after ages also, without getting them dull or mishap.
- Works smarter, not harder
Nowadays all of us believe in working in a smarter way and not in a harder way for anything, then why to work hard when it is about your financial data. So just be smart and enter a few data in our software and let it work on your calculations for better output.
- Simplifies Tax Agreements
For the customer’s convenience, accounting and financial management software features take care of basic analysis also which will include report making, payroll assistance. And it is the most efficient source of tax and audit preparations, with the earning trackers.
- Data Security
Even if it’s a small time investor or a family office, when we talk about all the personal and financial data on a software, security is a must, to be taken care of, so don’t worry Invest Plus will eat up all your financial problems and worries, and will keep your data secured and safe.
And yes Invest Plus is a Free Personal Accounting Software you can use it life time free for your personal investment management and portfolio management.