Cash Organizer is a small but powerful online service for joint management of finances and their subsequent visualization both in the browser and using applications on PC, Mac or Android.
The functionality of the service may well be sufficient even for financial accounting in small companies. Cash Organizer does not limit users in any way: you can enter countless accounts, create an unlimited number of templates, and connect other people to a single interface and account management. This helps both in family and at work.
The service includes sections for accounts, payments, budget and plan. It should be noted that when purchasing a license, the user receives the following functions:
- Cloud storage and the option to synchronize any number of devices.
- Cash Organizer desktop application for Windows and MacOS X.
- Mobile version for Android smartphones and tablets.
- Full access to the service when there is no Internet connection.
- Simultaneous work with the database from different devices.
- Online access to the service using a range of web browsers and extensions.
- Full support for joint accounts.
- Adding categories with different nesting.
- Adding projects with different nesting levels.
- Supports 126 currencies.
- Journal of changes in exchange rates.
- Transfers and splits.
- Budget management.
- Plans for upcoming payments.
- Reconciliation of the invoice with the bank statement.
- Generating various reports.
- Data backup and recovery.
- Import QIF.
- And other.
Personal financial organizer with a funny name "Ahh Hah!" — a full-fledged set of functions for setting financial goals and accompanying support on the way to their implementation.
It may seem strange when someone is trying to plan out the next 10 to 20 years of their own life financially. However, the personal financial organizer "Ahh Hah!" was created just for such conscious people. A specially designed set of financial tools aims to help the user by greatly simplifying this difficult task of spending planning.
The kit is a series of tools that help organize, file and divide everything into special sections. Over time, you will be able to easily find the desired section with the necessary information, spending just a few seconds on it. In the modern world, it’s hard to believe that most people don’t plan their finances at all and waste money thoughtlessly. It is better to take this more seriously, which will significantly improve the quality of life in the future. 
The original financial organizer places all records in one place to allow users to clearly identify where to find certain information. This approach eliminates the need for users to spend endless amounts of time searching for files on the computer, and also prevents the loss of important financial records. Now the consumer has a real opportunity to take all financial matters into his own hands. Personal Financial Organizer "Ahh Hah!" - an excellent invention from a talented team of economists and designers. 
If you want to work on your financial literacy and put things in order, pay attention to the Finparty portal, which is entirely dedicated to the lives of financiers, businessmen and investors. You will be able to learn how successful people work with money, maintaining and increasing finances in different areas of business.
Finance is one of the few things that a person can completely (and to a large extent) control. And for them to love you, you must also love them and pay attention to them. At a minimum, keep records of them, know the flow of traffic and plan for them and your future.
How can you keep track of your finances? Now there are a huge number of ways to do this: programs on the phone and on the computer, paper versions, tables in Excel. You can choose any one. I tried many: several computer programs, a program on my phone, an Excel spreadsheet, and a paper version. Over many years of keeping home financial records, I realized that the most convenient way for me is the synthesis of a paper diary and an Excel spreadsheet. In a notebook, I write down all current expenses and can easily answer the question “when did we fill up the car and what was the price of gas,” “how much did a trip to the dentist cost a couple of months ago,” or “how much did we spend on food in October?” I make pivot tables on the computer, where you can see the dynamics by month.
At home, I keep financial records in a regular student notebook: on one side I write down current expenses weekly, on the other side of the notebook I write down financial planning by month.
And when I saw the “Financial Diary”, of course, I could not pass it up. Because this is an opportunity to try something new in the already familiar paper accounting.
Before you start accounting for your finances, it’s a good idea to write down your financial dreams and the date they will come true.
It also clearly explains with examples how to keep a table of monthly income
and expense table
And an example of recording expenses for the day
Overall, I really liked the diary, but I have some wishes.
What I liked:
-introduction with financial management tips. Here is a summary of the very basics, the most necessary
-table " My dreams" - after all, if there are no financial goals, accounting loses all meaning
-tables for each month" 10 next steps to increase my income" - every month you need to sit down and think about what else you can do to get closer to your financial dream
-tables for each month" 10 ways to cut your expenses" - think about what exactly I can save on this month
-financial wellness pages for every month
every month, by writing down the numbers, you will see how you are moving towards your dream, towards your result
I liked that the author makes you think and do conclusions every day And sum up the month
-I liked it at the very end of the diary" Journal of victories and financial achievements" - a very important thing for motivation and in moments when you give up
-excellent quality of publication, nice paper, convenient bookmark- this is as always from the publishing house MYTH
-I really liked that every week has its own theme And every day there is advice from the author of a journal for reflection.
What I didn't like:
- the call in the introduction to pamper yourself every day. In my opinion, this is fundamentally contrary to achieving financial goals. Sometimes, occasionally - of course, but not every day. Again the echo of “You deserve it” is heard.
- I didn’t like that all the planning for the month is at the end of the month. Those. First there are 4 weeks of accounting, and then only all the tables that I showed a little higher. It seems to me that it is more logical to first plan the month, imagine what your finances are, then keep records and at the end draw conclusions. The same with 10 ways to save and increase income: in order to implement them within a month, you must first plan them, think about them and then implement them.
-that the diary is only for 3 months. The publication is not cheap - that's it. And two - I would like to see at least a year's worth of records collected in one volume. Otherwise, it turns out that 4 such books will be collected in a year, and they need to be stored somewhere else.
I am sure that if you have never kept financial records, such a diary is an easy and enjoyable way to start doing so.
And if you are already advanced in the field of home finance, such a diary is a great opportunity to try something new and adopt it for yourself.
As usual, on the MIF publishing house website
A financial organizer is a way to manage your household finances. Of course, there are quite a wide variety of computer programs on the Internet that allow you to manage your home budget. But I’m probably old-fashioned and prefer to do it on paper. I am not a professional, not an accountant or an economist. Therefore, my system may not be completely perfect. But with the onset of each year, by printing out old ones or creating new templates, I try to improve it little by little.
I keep all bills and documents related to financial matters in a ring binder. Now there are quite a lot of different folders, but even the number of colors that exist in stores is not enough for me.
Therefore, to begin with, I simply repainted the folder using acrylic enamel.
Until the paint has dried, it seems that the folder is structural and striped. But after the acrylic enamel dries, the folder looks as if it was its original color. If you want to keep the transparent inserts at the end, simply cover them with paper tape. I don't need them, because... I'll put a label on top.
I didn't tape the rings inside, but simply took a small brush and very carefully traced the entire surface around the metal part.
Once you've painted one side, don't forget to wipe off any paint stains on the back side before they dry, then you'll be pleased with the results.
I want to make 5 planning folders in total. In addition to the financial organizer, home organizer, and Christmas planner, I will have folders dedicated to my hobbies and planning home projects, a folder dedicated to my child and my family.
I glued stickers to both the end part and the front part. Perhaps this is not necessary, because... folders I'm going to recolor all 5 to separate them by color.
There will also be sections inside the financial organizer, which I separated with A4 separators printed on a color printer.
Invoices that have not yet been paid are located at the very beginning of the folder in front of the Invoice Payment Control Sheet (more on that a little later).
I also store all paid bills for the current year in a financial organizer (and then put them in the archive). To store them directly in a folder, I use these transparent envelopes with a clasp or button. I also mark them so as not to get confused about where the bills are for the apartment, and where for electricity, etc.
To quickly find the desired section in the folder, in addition to the A4 dividers (they are simply inserted into transparent files), I will glue additional side dividers.
These separators greatly simplify the search for the desired subsection:
then simply cut along the outline, fold in half and glue on the side to a transparent file so that it can be seen.
I also glued dividers onto the clear folders with paid bills. Perhaps this was already unnecessary, since there are not so many of these daddies. But since I had enough dividers to fit on an A4 sheet to print, I decided to print for these folders at the same time.
Immediately after the transparent folder intended for short-term storage of unpaid bills, I have a Bill Payment Tracking Sheet. Once I receive the invoice, I place it in a clear folder at the front of the binder, once it is paid, I make a note on the Bill Payment Tracking Sheet, and then I place the invoice and receipt in the appropriate folder at the end of the organizer.
Additionally, you can use the payment calendar in the form of a traditional calendar for the year (if you prefer, mark in it with circles or a marker the days when payments need to be made). Similar to the accounting calendar for paying taxes.
Next in my financial organizer are the worksheets related to budgeting:
We have planned the budget, now let's move on to monitoring its actual implementation.
To control monthly cash receipts and expenses for each day during the month, you can use these Sheets for tracking monthly expenses and income.
Debts. Unfortunately this is part of our life. We give and take money in debt, on credit, etc. Therefore, in order to control these cash flows, do not forget who owes you and how much or to whom you owe and when you need to repay this debt, you can use templates for monitoring receivables and payables for the year and tracking debt payments (yours and yours).
(Volga Federal District 2002) is intended for maintaining financial accounting and analysis of various types: from home accounting (personal finance) of individuals in Freeware and Small edition to management financial accounting and “informal” accounting of small businesses in Standard and Pro edition. PFO 2002 is easy to set up and use, has a powerful system of standard reports, as well as convenient tools for creating and customizing forms, reports, charts and graphs.
The program is focused on the fastest and easiest way to enter planned and actual financial transactions and obtain detailed analytics on them. Special reports allow you to evaluate dynamics and predict future income and expenses. “Operational informants” allow you to always see current income, expenses and debt balance.
Additional subsystems allow you to effectively plan large purchases with analysis of options, distribution of funds and calculation of required monthly contributions, as well as store information about all contacts (friends, acquaintances, organizations, etc.) in a convenient form with quick search and filtering capabilities. The special subsystem “Business Organizer” allows you to manage your projects and affairs in the usual way. The tree-like organization of folders and tasks in them, the presence of an extensive filtering system and standard quick filters, as well as many other features make this subsystem quite convenient for practical use.
Main functionality and product editions
The main functionality of each product edition is presented in their description sections. Product Personal Financial Organizer 2002 published in four editions:
PFO 2002, Pro edition - the maximum commercial edition of the product, best suited for those who are engaged in active commercial activities, as well as for maintaining management financial accounting and “informal” accounting of small enterprises. Detailed analytics of financial flows in any time frame, standard annual and monthly reports, samples and groupings of financial transactions for any period allow you to get a complete picture of your business.
PFO 2002, Standard edition - the standard commercial edition of the product, best suited for most users, allows you to effectively keep track of personal finances, management financial accounting and “informal” accounting of small businesses. The program's reporting system allows you to always have a complete picture of the state of your finances, predict future income and expenses, and assess the dynamics of their changes.
Volga Federal District 2002, Small edition - the minimum commercial edition of the product, aimed at the widest possible audience. The presence of multi-currency accounting, standard dual-currency reports, as well as many other features allows you to effectively use the program in our economy.
Volga Federal District 2002, Freeware edition - a free edition of the product, aimed at maintaining complex home accounting. Contains a large subset of the basic functions of older editions.
Differences between editions
The main difference between commercial editions Small edition, Standard edition And Pro edition among themselves – purpose, target group and number of analytical reports provided to the user as standard. A comparative table of reporting systems of all product editions is given in User manual programs. Moreover, the more powerful the product edition, the more additional analytical samples and data groupings it contains, allowing users to create their own reports, charts and graphs.
Main differences between commercial editions Small edition, Standard edition And Pro edition from Freeware edition:
- Advanced reporting system- the size of the reporting system has been increased by more than 1.85 times in the Small edition, by 2.50 times in the Standard edition and by 3.26 times in the Pro edition
- Ability to customize standard forms and reports- the ability to change colors, fonts, design, layout, introduce additional fields and change functionality in standard forms and reports of the program
- Ability to create new forms and reports- the ability to create your own forms and reports, both based on those available in the program and completely new ones
- Additional toolbars for customizing forms and reports- specialized convenient toolbars for customizing forms and reports
- Ability to customize standard toolbars and menus- ability to add and remove commands from toolbars and menus
- Ability to create a custom menu- the ability to group the most frequently used reports into a separate quick access menu
- Open source programs- ability to create and change program procedures
- Free technical support and consultation- prompt technical support and consultations on various issues by E-Mail and through the support website
System requirements
- Operating system: MS Windows 98/Me/2000/XP
- Screen resolution: 800*600 pixels or more
- MS Access 2000 or XP
Terms of distribution and use
Commercial editions Small, Standard And Pro edition product Personal Financial Organizer 2002 are distributed according to the principle Shareware with a 30-day free trial period. After this period, you must either register the program or stop using it. To register, you need to purchase a license for the appropriate edition.
Editorial Freeware edition product Personal Financial Organizer 2002 distributed on an "AS IS" basis free of charge without any time or other restrictions. No warranties are attached or implied.
Loading...