Personal Finance
A replacement for Microsoft Money. Possibly this will simply be an interface to another personal finance program (or even Money itself) to automate some of the annoying tasks
Features:
- Automated download using auto OFX/QFX systems
- Conversion of Schwab CSV to OFX (or import) including autorecognize of account
- Import of Money XML report (or CSV)
- Conversion of ING CDs to standard way of doing things
- Download of Stock Quotes
Features that would be useful in a custom built system (in addition to above)
- Store complete original data and modified data for automatic matching of re-imports of OFX
- Seemless handling of OFX, QFX, QIF or CSV
- Account balancing features (warning if out of balance if online balance available
- Neat Receipts Integration
- Generic Scanner integration and receipt saving
- PDF (file) receipt integration
- Auto-download of pdf receipts
- Tax estimator - including update of tax criteria
- Category spending analysis
- Income/expense report
- Security performance report
- Backup