Features

Budget Creation Wizard

Budget Creation Wizard

The Budget Creation Wizard helps you set up a personal budget. You want to do it on your own? Budget Express lets you prepare your budget at your own pace.

Monthly Calendar

Monthly Calendar

Budget Express monthly calendar shows the month’s operations at a glance. Using its user-friendly navigation commands, add and modify operations directly from the calendar. Keep an eye on your account balances right in the calendar. Thus you no longer need to toggle from page to page or update a spreadsheet.

Data Analysis

Data Analysis

Budget Express strength lies in its powerful data analysis capacities. Its flexible work environment allows you to define your own data analysis report models. Run summary or detailed analysis of your operations, bank accounts, credit card, investment operations, etc. Need to generate a report of your analyses for you or your banker?  Budget Express is ready.

Bank Accounts and Credit Cards Operations Statement Import

Bank Accounts and Credit Cards Operations Statement Import

You do not need to enter your bank account and credit-card numbers or passwords in Budget Express. Simply and securely import your bank account and credit card statements using a gateway system.

Import your reconciliation bank account or credit card files. Budget Express can process Quicken (QFX, QIF), Makisoft (CMD)) or Open Financial Exchange/Microsoft Money (OFX) formats. Automatically reconcile your actual revenues and expenses with what you had planned or create new transactions accordingly.

Manage Investments

Budget Express lets you manage your bank, brokerage, shares, RRSPs, TFSAs,RRIFs investments.

Budget Express’ powerful data analysis capacities will give you a clear picture of your situation, let you assess returns and display/print the detail of your investment operations.

Manage Loans

Budget Express helps keep track of loans. Use its user-friendly analysis features to better control your goals.

Budget Express’ powerful data analysis capacities will give you a clear picture of your equities and display/print the detail of your loan operations.