MoneyClip (WP7)

 

MoneyClip - the award-winning full-featured personal finance manager from the Sidekick is now available for your Windows Phone 7 device.

Take control of your finances and always know where you stand. MoneyClip is an easy-to-use finance application that will allow you to track all your accounts. By setting up your accounts and logging your income and expenses, you will always have a complete picture of your portfolio at your fingertips.

View MoneyClip in Zune

MoneyClip offers a comprehensive budgeting feature. You can create budgets and monitor your progress of expenses against your budget amount. It will also provide a breakdown of how your money is being spent within that budget so you will know where all your money is going. You can set your goals, track your progress and watch your savings grow.

MoneyClip has been designed with ease of use in mind. The presentation is straightforward and easy to understand, yet retains the functionality that would even satisfy the power user. The new interface is a perfect match for the simple and clean Phone 7 "Metro" theme, and allows you to easily get in, get out, and get the job done.


Note: This application is not intended for interfacing with your online bank or credit card accounts. So rest assured, you will never need to enter any login information or other data of that nature that you may deem sensitive.

 

MoneyClip (WP7) FAQs | Download Application Guide(pdf)

 

Features available in MoneyClip:

Account Management

  • Add/Edit/Delete Accounts to track your entire portfolio
  • Exclude Accounts from overall balance (ability to view Net Worth or Available Cash)
  • Easy to read Accounts Page allows you to quickly view the details of each account with a simple swipe


Income and Expense Categories

  • Add/Delete Categories to identify and isolate your expenses
  • Use either the System-Defined Categories or create your own User-Defined Categories

 

Add/Edit/Delete Transactions for each of your Accounts

  • Quick entry of Transaction description using Auto-complete
  • Assign Categories to each Transaction for budgeting and analysis
  • Flag a Transaction state for checkbook balancing or reference: Open, Void, Cleared, Reconciled, or Future
  • Transaction Roll-up feature
  • Perform quick balance transfers between Accounts
  • Calculate your balance for a specific date using the "Balance As Of..." feature
  • Transaction Roll-up confirmation
  • Use the Quick Entry List to enter Transactions with just a few taps
  • Have Recurring Transactions that are automatically entered in your Accounts Transaction list on a set schedule
  • Transaction State Bar - allows the Transaction state to be quickly changed without opening up the Transaction
  • Easy to read Transactions Page allows you to quickly view the details of each transaction with a single swipe

 

Transaction States

  • Transaction State called "Future" -   Transactions created with a future date are automatically tagged as "Future"
  • Transactions tagged as "Future" do not contribute to the Account Balance
  • When the date of the "Future" Transaction arrives, the system will automatically change the state to "Open"

Transaction Reminders

  • Upcoming Future Transactions (within the next 5 days) are listed on the Reminders page


Quick Entry and Recurring Transactions

  • Add/Edit/Delete Quick Entries to allow you to quickly enter common Transactions with a few simple taps
  • Set up Recurring Transactions to have the system automatically log the Transactions for you
  • Set the frequency for a Recurring Transaction: Daily, Weekly, Every Other Week, Twice a Month, or Monthly
  • Easy to read Quick Entry Page allows you to quickly view the details of each entry with a single swipe

 

Budgets

  • Add/Edit/Delete Budgets to help you set goals and see where your money is going
  • Set a date range to define the Budget's period of focus
  • View your budget's current totals and compare against your target amount
  • View a percentage breakdown of the expenses for each Category in your budget
  • View Budget details - see a detailed list of the transactions that contribute to a Budget category
  • Pie Chart graph gives you a graphical view of your Budget
  • Bar graph provides an alternate graphical representation to help you quickly identify a breakdown of your spending habits
  • Roll Date Ranges feature allows you to quickly set a new date range for multiple budgets all at once


Password Protection

  • Optionally set a password to shield your data from unauthorized viewing
  • Option of Medium or High security levels