My Funds for Windows

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The Easy Way To Manage Your Checking & Savings Accounts

My Funds is a very versatile program for managing checking and savings accounts. Feel free to download My Funds and try it free for 60 days! If you are a trial user of My Funds and have decided to keep it, you can register by telephone, mail or online. If you are already a registered user of My Funds, you can upgrade to the latest version for free!

Fast

Enter your transactions and balance your account in a fraction of the time it would take by hand. Entering one or more transactions is quick and easy.

Easy

The smart entry feature makes sure the sign, positive or negative, for the amount entered corresponds to the type of transaction.

Overview

My Funds is a program for keeping track of transactions and balances for checking and savings accounts. Balances provided include Real and Settled, with the real balance reflecting all transactions and the settled balance reflecting only settled transactions. Each transaction, such as check, deposit or withdrawal, has a settled or not settled state indicated by a simple check box. To balance an account with its statement, simply go to the fund's transaction screen and check off each transaction which is settled according to the statement, then compare the settled balance with the statement balance.

Features

Enter one or more transactions quickly and easily.
Keep track of multiple accounts.
Statement balancing is easy! Just check off each settled transaction and compare the settled balance with the statement balance.
Smart transactions, where a transaction such as a deposit is automatically marked as a positive number and a check or withdrawal is marked as a negative number, eliminates sign incorrect entries.
Print a fund's transactions for a given date range or save them to a file for use in an external document or spreadsheet.
Track both the Real balance (balance reflecting all transactions) and Settled balance (balance reflecting only settled transactions).
Fund's no longer active can be marked as inactive.
Useful tools such as a quick view calendar and launching of the Windows calculator are included.
My Fund's Help includes a Getting Started section which has tips on how to create a new fund and have it up-to-date with the latest statement.

Did you know you can copy the database file used by My Funds on your old computer to your new computer? Click here for more information.