Take Control of Your Personal Finances with Free Software

Automatically install and configure the Value Investing software, including SQL Server Express setup, IIS deployment, Windows service, and API and website deployment, with initial sign-in.

Open the parameters window, enable the bank debit prompt and auto backup, set currency, and turn on speech and email alerts; review display notes and value manager, then save settings.

Navigate to expense management module to rename, delete, or create categories using the update button and save; Self Loans cannot be modified, you can hide or unhide categories as needed.

Log in to the bank management module and create bank accounts by entering the name, bank name, account number, and an initial balance, then click the diskette icon to save.

Discover how to automatically create and adjust monthly budgets for each expense category, using fixed budgets, delete budgets, and calculate budgets, with progress bars to track spending.

Record cash and bank expenses in the expense management module, handle budget prompts, and manage debits and deposits to keep daily financial records accurate.

Set budgets by category and monitor progress with a progress bar; view spending for selected categories over the past 12 months, and compare or combine categories on the chart.

Use a 12-month category heatmap to transform raw expense data into a clear visual overview, enabling quick comparisons across categories and identification of seasonal spending patterns.

Learn how the monthly projection chart in the automatic payment window visualizes past and upcoming recurring payments and amortized expenses, enabling better planning and smoother cash flow.

Create sub expense categories under existing categories and distribute recorded expenses using the distribute window. Allocate amounts to sub categories to generate detailed reports and visualize spending by period.

Create and categorize projects to manage income and expenses, then assign deposits and expenses to construction or salary. Consider the types of projects you need to manage and create them.

Highlight and split bank transactions to allocate portions to different expenses, linking each split to the original debit entry and enabling easy correction via the modify option.

Discover how the financial health index uses income, expenses, debt, monthly savings, and 12 month savings to yield a 0-100 liquidity score that reflects recent behavior.

Configure Windows firewall to allow port 82 for the rest API and establish bidirectional mobile app communication, then install the Value Manager app to track expenses and bank transactions.

Learn to manage budget shortfalls by recording a self loan as a personal advance, then synchronize mobile and desktop records to ensure data consistency and seamless expense tracking.