A Personal Financial manager for your Pocket PC…

Manage bank accounts, transactions, expense planner, report generation w/ Desktop Companion, Synchronization & Password Protection.

The DreameeSoft Cash Point is a comprehensive tool to manage your Personal Financial transactions and Income/Expense Plans.

 

The software features…

Desktop Companion

Create Accounts, Transaction and anything you need to track in the Desktop Companion. Have this data synched to the Pocket PC Edition in minutes and save your valuable time.

Synchronization

The Cash Point is a file based software which stores all the entries in the file system. Sync these files using the ActiveSync to keep the data on both your Desktop & Handheld up-to-date and synchronized.

Password Protection

Set Password Protection for the software to restrict others from logging into the application.

With the Cash Point Software you can maintain any number of accounts in various banks along with each transaction made through or a future expense or income you are expecting.

 

 

Accounts

Maintain "N" number of accounts.
Add / Modify Accounts with ease.
Set a minimum balance for each account.
     (Accounts Balance shows in Red when the balance goes below minimum balance)
Set an Icon of your choice for the account from an array of icons.

 

Transactions

Add a Transaction for any of the Account you have.
View Transactions for a particular account or for all the accounts.
Select a date range to view the transactions between any time interval.
Print your Transactions to keep a Hard Copy of your cash flow.
Export Transactions to Excel (CSV format).

 

Income/Expense Planner

Add a Plan when you have given a post dated cheque for payment or expecting a cash in-flow in your account which is not realized yet.
Plans can be added for any account and appears below the Transaction for that particular account.
Select a date range or an account to view selecting plans.
Its just a click away to Convert your Plan to a Transaction.
Print your Plan or Export them to Excel  (CSV format).


Graphical Reports

View graphical analysis of your Accounts’ balance for any date range.
Analyze the Profit / Loss status of your account in a given date range.

 

 


Transaction Category

Its always good to assign a category to your transaction to identify them apart from the transaction name.
Maintain the Categories in a Tree Kind of structure where-in you can maintain category at any kind of hierarchy.