What is MoneyLine?

MoneyLine

MoneyLine is a super handy software that helps you keep an eye on your accounts, transactions, expenses, and other money stuff. It's lightweight and really easy to use!

Simple Features for Easy Money Management

This tool has a bunch of organized features that let you check your banking and investment accounts with ease. You can generate reports and even make transactions right from the app. If you run into any hiccups while setting things up, there's an online help manual ready to guide you.

Set Up Your Accounts in No Time

You can kick things off by creating a new account. Just pick the type—whether it's checking, savings, credit card, or investment—and fill in details like name, description, starting balance, current balance, and personal notes.

Secure Online Access

If you want to access your account online, just set up user credentials. Plus, you can make the app ask for a password whenever you connect to your bank account.

Organize Your Transactions Easily

With MoneyLine, organizing transactions is a breeze! You can categorize them (like Deposit, ATM Withdrawal, Purchase, Transfer), split transactions if needed, and schedule recurring payments like paychecks or mortgages.

Stay on Top of Your Financials

This utility lets you download transactions directly from your bank! You can also reconcile your purchases with bank statements and keep track of transfers between accounts.

Create Reports for Better Insights

You have the power to generate reports showing income and expenses over time. Want to see how much you're spending by payee? No problem! You can even check account activity and budget for specific periods.

User-Friendly Features Galore!

MoneyLine allows searches by transaction types and lets you import data from OFX, QFX or CSV files. You can store info about payees too! Set up budgets easily, manage securities without hassle, back up all your data just in case something goes wrong—and even password-protect access to the program!

The software also lets you enter details about currency symbols and names as well as paper size settings. This makes MoneyLine a straightforward solution for monitoring your bank balances and tracking savings!

How Download Works

Go to the Softpas website, press the 'Downloads' button, and pick the app you want to download and install—easy and fast!