All Things Money 1.1.0
Device: Mac OS
Category: Finance
Price: Free, Version: 1.1.0 (iTunes)
Description:All Things Money (ATM) is an easy-to-use, comprehensive personal finance app.
Simply log your transactions, and ATM does the rest. It tracks your bills, creates budgets, and plans for retirement. ATM also analyzes the stock market, evaluates mortgages, and enables inventory logging.
I’m launching the app at a discounted rate to break into a very saturated market. If you like the app, please rate it. If you don’t like the app, please email me with your suggestions. I developed the app for myself and am always looking for ways to improve it.
ATM capabilities:
Account Dashboard
- Track your bank, credit card, stock market, and U.S. savings bond accounts.
- Calculate net worth.
- Sort transactions.
- Split transactions.
- Add memos to transactions.
- Import bank, credit card, and stock market transactions from QIF and CSV files.
- Import U.S. savings bonds from treasurydirect.gov HTML files.
- ATM auto-fills payee names and categories.
- The intuitive layout enables you to earmark money. Create a rainy-day fund or allocate money for your children, nieces, and nephews.
Bill Planner
- Track payments and deposits.
- Track automatic stock market trades that are typical of 401k-type accounts.
- Elect to automatically move up bill dates to avoid weekends and U.S. holidays.
- ATM supports the following payment intervals: daily, weekly, bi-weekly, semi-monthly, monthly, bi-monthly, quarterly, once every four months, semi-annually, annually, bi-annually.
Stay on Budget
- Create a budget based on transactions from the prior year.
- Update budget goals based on your expected bills and deposits.
- Update actuals from account transactions.
- ATM supports annual and monthly budgets.
- ATM provides color-coded alerts to track spending excess.
Plan for Retirement
- Seed the retirement calculator from your account information with one click of a button.
- Calculate how much money you will have when you retire.
- Calculate the annuity that your retirement will generate.
- ATM includes a general-purpose, compound-interest calculator that has six unique equations and two combination options for expediency. This calculator enables reverse computations; it calculates how much money you need to retire based on your desired annuity, interest rate, and life expectancy.
Monitor the Stock Market
- Create a watch list that saves stock symbols and time intervals.
- Display a stock’s price and volume alongside technical indicators like Bollinger Bands and Moving Average Convergence Divergence (MACD).
- ATM supports daily and weekly stock charts.
Mortgage Analysis
- Create an amortization table and track your mortgage balance as you pay down principal.
- Compare the costs of buying and renting.
Inventory Tracking
- Keep track of your collections.
Create Reports
- Generate plots of net worth and stock prices.
Minimum requirements: screen resolution of 1280 x 800 or higher.
What's New
- Added the ability to register bills and deposits from the Bills page via menu options.
- Importing trades now includes error checking. If the input file does not specify the tax status or the action, then the user will be prompted.
- The retirement calculator no longer requires the bank type to be set in order to parse account information.
- A full list of the enhancements and bug fixes can be found at http://www.delullosoftware.com/apps/AllThingsMoney.html
All Things Money