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Ergo – Finance Manager

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Ergo – Finance Manager

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PublisherMagalSoft
Version 2.5.1
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Updated May 21, 2014
Installs 0 times
Category Finance

Description

Ergo is an easy way to manage your finances.
• Holo style.
• Ad-Free.
• Multiple accounts.
• Custom categories.
• Multiple currencies with automatic download exchange rates.
• Transactions.
• Transfers between accounts.
• Incomes / Expenses.
• Statistics per day, week, period, year.
• Expenses analysis.
• Defining events for auto & recurring actions (transactions, transfers).
• Portfolio.
• Securities (Equity, ETF etc).
• Budget.
• Projects.
• Reminders with custom categories.
• Sync data with Google Drive.
• Export to CSV.
Initial steps:
• We define categories of incomes / expenses. No need to set them all now. We can do it at a later stage.
• Define currencies for accounts and investments (if any). This is the most important step, because without currencies we can not define accounts and make transactions.
• Optionally we can define categories of reminders and users (can be made at a later stage).
• Upon completion of the configuration, we must go to the application settings and define the default currency. To this currency based application to show us all the information.
• Now we can define our accounts. These accounts can be either real (eg bank accounts, credit cards, debit cards, Paypal), or virtual (eg wallet of type cash, budget or otherwise). The objective is to record all of our accounts with opening amounts in order to have a full, original picture of our finances.
• Once we have defined categories, currencies and accounts, we can insert transactions.

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