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Money Planning Professional

價格:免費

更新日期:2020-07-31

檔案大小:68 MB

目前版本:1.1.3

版本需求:系統需求:iOS 10.0 或以後版本。相容裝置:iPhone、iPad、iPod touch。

支援語言:英語

Money Planning Professional(圖1)-速報App

Money Planning helps you to manage your financial life easily. You can record and see your money transaction history. Money Planning helps you to plan the schedule for your money transaction. Portfolio Management is not like others !!

Key Features

- Easy register transaction with Calculator.

- Plan your money movement with Schedule.

- See your cash flow and forecast with a smart Account Balance Report.

Money Planning Professional(圖2)-速報App

- Portfolio management for your investment.

Accounts/Portfolios

- Smart grouping account to easy organized

- Smart transaction view separated by Account/Income/Expense/Payee

Transaction

Money Planning Professional(圖3)-速報App

- Ternary view with Account, Income/Expense, Payee(optional)

- Most flexible with amount input for 2 currencies transfer.

Schedule

- Smart with auto post and auto clear function.

- Notification and Badge count to remind you of an overdue schedule.

Money Planning Professional(圖4)-速報App

- Automatic recommend schedule for repeated transactions.

Reports

- Flexible to customise and save your own reports

- Easy to plan your cash flow with smart Account Balance report.

- Portfolio value management.

Money Planning Professional(圖5)-速報App

- Portfolio profit/loss monitoring.

- Portfolio NAV monitoring with automatic cost calculation by Average NAV, FIFO(first-in-first-out), or LIFO(last-in-first-out).

Portfolio Management

- Keep your portfolio in units based.

- Can update stock price, then see current port value.

Money Planning Professional(圖6)-速報App

- Automatic add stock price when registering a new transaction with a cleared flag.

- Portfolio Value reports can help you to see growth of your portfolio by value/percentage.

- Portfolio NAV Movement report can help you to compare your average port value with stock value history.

- To monitor your profit by different cost calculation by Avg.Cost, FIFO(first-in-first-out), LIFO(last-in-first-out).

Sync and Backup on Cloud

Money Planning Professional(圖7)-速報App

- Automatically sync all data across multiple devices

- Automatically backup/restore data safely via Dropbox

- Totally secure.

More…

- PIN protection

Money Planning Professional(圖8)-速報App

- TouchID/FaceID supported.

- Multiple currencies supported.

- Request features, you can recommend us to improve your money plan at our Facebook page.

Contact us:

www.facebook.com/MoneyPlanningApp

Money Planning Professional(圖9)-速報App

MoneyPlanningApp@gmail.com

支援平台:iPhone, iPad