|
IntelliPenny's Key Features |
 |
|
Create a Budget Using the Envelope Budgeting System |
|
|
|
The Envelope Budgeting System has been around for years. Instead of using
real envelopes and cash, IntelliPenny uses virtual envelopes. This way you
can still pay for your bills and purchases any way you choose instead of having
to use cash. You can always tell at a glance how much money is still
in each envelope thus helping you manage your expenses and not spending more money
than you actually have. Note: If you are not interested in using the
envelope system portion of the software then don't worry. IntelliPenny is
still a great tool to manage all your bank accounts and credit cards.
|
|
|
|
|
|
|
|
Use Your Credit Card(s) Like a Debit Card |
|
|
|
Credit card accounts in IntelliPenny can be marked as either "paid off every month"
or "carrys a balance". Credit card accounts that are paid off every month
are treated like a debit card where the money is deducted from your checking account
or whatever account you specify as the parent account for the card. This means
at the end of the month you will already have money set aside to pay off the card. |
|
|
|
|
|
|
|
Online Banking |
|
|
|
IntelliPenny allows you to download and import transactions from your bank and credit
card companies. IntelliPenny allows the following types of files for import:
- Quicken (*.qif)
- Quicken (*.qfx)
- Microsoft Money (*.ofx)
- Comma-delimited (*.csv)
- Tab delimited (*.txt)
- Excel Spreadsheet (*.xls)
|
|
|
|
|
|
|
|
Set Up Reminders For Bills and Other Important Events |
|
|
|
Create reminders so you are never late on a bill again. You can also set reminders
for other items that are important to you like appointments, birthdays, holidays,
etc. |
|
|
|
|
|
|
|
Wishlist |
|
|
|
IntelliPenny's Wishlist feature allows to to keep track of items that you would
like to purchase at some future date. This helps eliminate impulse buys and
allows you time to save for the items thus eliminating unnecessary debt. |
|
|
|
|
|
|
|
Keep Up With Bill Payments |
|
|
|
Payees in IntelliPenny can be marked as a 'Bill'. When you make a payment
to this payee then it is tracked in IntelliPenny. You can then view which
bills have been paid and which have not. |
|
|
|
|
|
|
|
Easy Access to External Documents and Websites |
|
|
|
Create links to documents, spreadsheets, websites, etc. These links are easily
accessible from within IntelliPenny to help speed the time it takes to manage your
finances. |
|
|
|
|
|
|
|
Protect Data From Prying Eyes |
|
|
|
You don't want just anyone to be able to view your financial information.
You can create a password on your data file so the file cannot be opened without
the password. |
|
|
|
|
|
|
|
And Much More.... |
|
|
|
|
|
|
