All Things Money (ATM) was created with the mindset that good finance software doesn't need to be expensive, to contain advertisements, or to log into your bank account. It should be comprehensive and provide interconnected services. It should also be efficient by supporting multiple input formats, auto-completing certain fields, and automatically logging recurring transactions. ATM delivers on these goals and more.The innovative layout gives perspective to all of your liquid assets.
If you are curious, please give it a try. Download All Things Money Lite for free to determine whether ATM is a good fit for you. When you want to upgrade, use the export and import menu options to transfer data between apps.
ATM capabilities include the following.
Track bank, credit card, stock market, and U.S. savings bond accounts.
Calculate net worth.
Add memos to transactions.
Import bank, credit card, and stock market transactions from QIF and CSV files.
Import bank and credit card transactions from OFX files. (At this time, stock market transactions are not supported via OFX imports.)
Import U.S. savings bonds from treasurydirect.gov HTML files.
ATM auto-fills payee names and categories.
The bank-account paradigm enables you to earmark money.
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, monthly, and custom-period budgets.
ATM provides color-coded alerts to track spending excess.
Plan for Retirement
Seed the retirement calculator with your account information.
Calculate how much money you will have when you retire.
Calculate the annuity that your retirement will generate.
ATM also 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.
Create an amortization table and track your mortgage balance as you pay down principal.
Compare the costs of buying and renting.
Keep track of your collections.
Generate plots of net worth and stock prices.
Lite Version Restrictions
Two stock watch list entries
Two inventory categories with three items each
Two retirement calculations per session
One compound-interest calculation per session
One amortization calculation per session
Minimum requirements: screen resolution of 1280 x 800 or higher.
The major changes in version 1.3.0 include the following.
Memory model updates
The user can specify CSV labels for each account. This update makes version 1.3.0 a required download in order to receive future updates.
File import updates
Added support for old Mac ('\r') files and Quicken 2007 QIF files
Enhanced CSV imports by allowing the user to specify CSV labels
Added a summary page to display error messages
Enabled printing to PDF
Print budgets, transactions, stock market trades, and U.S. savings bonds
Enabled the user to manually set dependent variable limits
Plots with negative values will now display properly
The local currency symbol has been enabled
For a complete list of updates, go to http://www.delullosoftware.com/apps/AllThingsMoney/ReleaseNotes.pdf
All Things Money Lite (com.delullosoftware.allthingsmoneylite) is a Mac software application that has been discovered and submitted by users of Software.com.
The latest version that our users have reported running on their systems is All Things Money Lite 1.4.