DESCRIPTION

The MoneyPlan system electronically automates the calculations, reconciliations, regular payments and many other functions to save precious time. Very versatile and simple to use. Run as many bank accounts as you like and set aside savings for particular projects.

Gives an excellent level of analysis to enable you to hone your budgeting and forecasting even better and is suitable for both households and single persons. Click the buttons below to find out more or to watch the videos.

TESTIMONIALS

Here are a few real-life testimonials from the users who have been trialling the MPD program:

"I'm just contacting you to let you know that I am now all set up with my MPD and it is working well, I cannot believe the time it saves, once the setting up is done."

"Being a flat out mum with 4 kids, MPD is GREAT !!  Setting up takes time but apart from that it saves so much time and has all the info you need at a click of a button."

"
Shows you how much is left in your budget - without having to work it out for yourself."

"
It is not easy with a family to cut the whole time, because there is always something to pay for that you are not expecting, but at least you know where its going, instead of waiting till the end of the month to find out what the summary is, at a click you've got the running total!"

"
Working out the mortgage is so good, helps you do all the hard bits and reminds you everytime you want to get into MPD."

"
I would definitely recommend the Digital System to anyone who shared my frustrations of filling in tiny little boxes by hand and trying to add them up at the end of the month!  The digital system is ideal – clearer, more accurate and takes a fraction of the time!"

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Setting Up

Here is how to set up your MPD for the first time.  A guide through all the key features for which you will need to input your relevant information

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Import Previous Figures

Allows you to enter previous expenditure figures in the form of monthly totals for each expense category.

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Bank Reconciliation

Here you can reconcile all your transactions with your bank statement.

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Money Tracker

Enter transactions, see transactions made over time, edit transactions and keep an eye on account and budget basics.

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Finance Overview

On the main screen there is a central list of accounts. It's important to know the balances, so they are right there as soon as you log in and every time you go back to the main screen, constantly updated with anything you've done in the meantime.

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Expense Summary

See monthly expense totals and compare them with each other, averages and budgets.

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Regular Payments

If there are payments which are consistent amounts at consistent intervals, here you can set them to happen automatically and edit them as necessary.

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Reminders

You can set pop-ups with your own choice of information to appear when you want, either by time or triggered by an event – when an account balance reaches your pre-set level, when you have spent over your budget, etc.

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Bank Accounts

See a list of accounts (other than loans) with actual and available balances, and jump to more detail about any one of them as well as adding and deleting accounts.

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Loan Accounts

See a list of loan accounts with actual balances, and jump to more detail about any one of them as well as adding and deleting accounts

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Special Savings

If you want to reserve money for particular aims, but without opening a special bank account, you can track it here, adding and deleting as needed, and jump to details of any one of them.

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