In certain circumstances, however, it does not have to issue a temporary credit. If the bank or credit union can’t complete its investigation within ten (or 20) business days as applicable, it must generally issue a temporary credit to your account for the amount of the disputed transaction, minus a maximum of $50, while it continues to investigate. Your bank or credit union then has three business days to report its findings to you. The bank or credit union must correct an error within one business day after determining that an error has occurred. See Options.Once you notify your bank or credit union, it generally has ten business days to investigate the issue (20 business days if the account has been open less than 30 days). Lastly, for additional eye candy, the application supportsīeautiful Modern WPF light and a dark themes. It is then able to handle the fact that transfers between accounts with different currencies will not necessarily have the same amount on either side of those transfers. This is handy if you have overseas accounts. When you setup an account you can specify the currency used by that account. For example, one developer added support for managing rental properties and loans while another added support for easily tracking sales tax. This saves you from having to switch between applications and makes entering data much more efficient.Įxtensibility in the architecture so developers can easily add their own favorite features. pdf files during account balancing so you can easily open the statementĮvery numeric field in the application pops up a calculator so you can enter expressions to compute the value you want in that field. You can also use this to store a scanned copy of your store receipts so you can find your receipts quickly and easily. You can also do more Advanced Queries to find a specific set of transactions.Īttachments can be associated with each transaction which is handy for tracking additional information that doesn't fit in the memo field. For example, type "(costco or arco) and fuel" to find all transactions recording a fuel related purchase from either costco or arco. Quick Search gives you a powerful ability to find anything in many years of historical data almost instantly. MyMoney stops you from making silly mistakes that could destroy years of account balancing. See Tax Report.īug free account reconciliation ( balancing) process that guarantees that once a statement is reconciled it stays that way. This includes a capital gains tax report for investments organized into short term and long term. ![]() Tax Categories can be assigned so that you can export your tax information to Turbo Tax. Instant Charts and Reports show everything from current spending trends in your accounts, to pie charts showing spending by category, to bar charts showing historical spending by year or month, to portfolio charts showing your current holdings across stocks, mutual funds, and other investment categories. Secure storage of your data in a password protected SQL Lite database. For banks that don't support OFX, you can download Money or Quicken QFX files and import them. No middle man storage of your account information, MyMoney talks directory from your PC to your bank, which is just as secure as if you logged onto your Bank website and downloaded transactions yourself. Save a lot of typing using Online Banking to download statements from your bank, using OFX over secure HTTPS. Supports Banking, Credit Card, Investment and Assets accounts, with Auto Categorization, and auto identification and merging of duplicate transactions. The app comes with beautiful modern Light and Dark themes that are accentuated with your chosen Windows Accent color:
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