Homeasy - Account Management

Managing money and controlling what we spend it on is a task that requires organization and perseverance. Homeasy is a tool designed to help you organize your personal finances and control your bills for the month.

📅 Keep your accounts up to date and plan your payments thanks to the payment calendar with category images that allows you to quickly identify the payments of the month

Set up the payment calendar easily and quickly by adding recurring transactions directly from the calendar. The payment status is indicated by the background color of the image, and is automatically updated based on existing monthly transactions.

In a few minutes you will have control of your finances on all your devices by synchronizing the data using a OneDrive account that you can share with your family.

💰 Budgeting

The budget planner (requires the budget pack) will allow you to define budgets by category or subcategory to help you save money. Budget is also taken into account to calculate end of month forecast.

Once the budget is defined, the dashboard budgets tab will show the list of budgets and their status, and you will also see the result of the last period budget to help you compare how well you are doing.

Main features

✔️ Unlimited accounts
◾ Create bank accounts, credit cards, cash, savings ...
◾ Define categories and subcategories for each account.

✔️ Unlimited categories and subcategories
◾ Two levels of categories.
◾ Many category icons to choose from.
◾ Use your own PNG or SVG images for categories (custom image package required).

✔️ Unlimited budgets (Requires budget package)
◾ The budget planner will help you manage your budgets.
◾ Customizable budget period.
◾ The estimated remaining budget is used to calculate the end of month forecast.

✔️ Personal loan tracking (Requires loan package).
◾ Include loan payments in your calendar.
◾ Detailed information on payments made, amount outstanding, etc..

✔️ Available on all platforms, sync data using OneDrive
◾ Use your OneDrive account to share data on all your devices.
◾ Offline changes are synchronized when the device is connected.

✔️ Graphic invoice calendar
◾ Category icons are shown in the calendar.
◾ Color identifier of income and expenses.
◾ Recurring transaction status color code.

✔️ Custom reports
◾ Filter by transaction type, category and subcategory.
◾ Select date ranges.
◾ Select chart type pie or column.
◾ Group data by Category, subcategory, day, month or year.

✔️ Log in with password / fingerprint
◾ Keep your data safe.
◾ Log in with fingerprint (when available)

Whether you're looking for a money manager, expense control or just a payment calendar to control your invoices, Homeasy is your application, and it's free!

Download Homeasy and start saving money! 😉