We also were able to quickly and easily view cash flow and transaction reports. We were able to add banking and credit card information, and schedule bill payments with no problems, and we liked the calendar-style view of money in and out for the month. With your portfolio, for example, you can opt to download the latest stock prices, or re-invest dividends. A left-hand menu changes depending on which category is selected, and options are clearly labeled.

Although the data is presented in an easy to understand spreadsheet format, sample entries are included. Large commands at the top of the window let you toggle between seven categories, including accounts, portfolio, banks, payees, and reports. The program's interface is very businesslike, and its simple, straightforward design makes the array of options easy to understand and navigate.

And while it successfully let us do all of the above, we found that it lacked protection for sensitive information. AceMoney offers tools for creating and maintaining budgets, tracking investments, and even online banking. Personal finance programs are a dime a dozen these days, so the bar is set pretty high when it comes to performance.

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