myPlan is a Personal Financial Management software for Mac OS X. It allows you managing day-to-day financial transaction, budgeting and planning for education and retirement. The software is developed for personal use initially because there is no good personal financial management software in Mac OS X.
Please contact me at myplan@voyagebc.com for any bugs or feature request. For documentation, please visit http://www.voyagebc.com/myplan
General:
- AES Encrption for account information
Banking
- Supports banking, credit cards, investment accounts as well as mortgage and assets.
- Multi-currency support and exchange rate download from ECB
- Transfer/Payment between accounts with same currency.
- Transaction Categorization and supports splitting transaction
- QIF Import with Category Mapping, QIF Export
- QFX Downloads from financial institutions.
- Bills/Income/Transfer reminders
- Mortgage Calculation
Budgeting
- Tracking monthly, quarterly and yearly expense
- Budget Alerts (Future Release)
Investing
- Portfolio Tracking
- Quotes Download
- Price download for securities held in 401(k) and 529 accounts.
- Captital Gain Report
- TXF Export for tax software
Retirement Planning
- myPlan approach for retirement planning
Education Planning (Future Release)
- Have you saved enough for college?
