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ViewPoints
When viewing information for an account that contains transactions, Prospects provides up to three ViewPoints that provide instantaneous information about the account. The ViewPoints use sliders to allow the timeframe to be changed quickly, can be positioned on the side or bottom of the window, and remember their settings for each account. This means you can customize the exact information you care about for a given account and it will always be available while working with that account. If you need more space, the viewpoints can be easily hidden with a single mouse click or hotkey combination.
Binders
You can group accounts into Binders that provide immediate feedback on your assets, liabilities and overall Binder growth. For example, you could place all your savings accounts into a Binder and with one click see your savings assets and growth over the past year.
Reports
The first release of Prospects provides a customizable cash flow report that can be accessed at any time, saved using different parameters, and printed as needed. Many more reports are planned for future updates.
Budgets
Although only one budget can be "active" at a given time, Prospects allows for any number of budgets to be created. Budgets can be also be duplicated with a single click. Budgets account for income, expenses and savings items. Budget items can be entered using a number of frequencies (e.g. Weekly, Bi-Weekly, etc). Prospects provides immediate access to four graphs that visually indicate how well your budget is planned.
Budget Advisor
The Budget Advisor is available from any account's transaction list with a single-click or hotkey combination. It provides immediate information on how well your budget is performing based upon the data in your accounts. It provides numerous methods of viewing the information, including a consolidated view (budgeted vs. actual income, expenses and savings) or a detailed view broken out by category. It also provides cumulative and average information.
Categories
Prospects uses categories and sub-categories to manage budgets and other information. Categories are automatically assigned a unique color by Prospects, but the colors can be changed at any time. The colors are used through Prospects in graphs and the transaction list to visually tie together information. A default list of categories is provided with Prospects, but the list can be modified any way you see fit.
Memorized Payees
Prospects automatically remembers information about payees that you enter into your transaction list and auto-completes their names and information the next time you enter them into your transaction list. Payees can be "locked" so their information (amount, category, and/or notes) remains the same, or they can be "unlocked" so Prospects uses the information from the most recent entry.
Attachments
By simply dragging and dropping, you can attach any number of files or URLs to a transaction. When clicked, the attachment will open in the appropriate application (e.g. a WebArchive of an online purchase receipt will open in Safari). You can also manage your attachments by renaming or deleting them on a per-transaction basis.
Rules
Define rules that can be applied at any time to an account or during import that automatically adjusts your transactions that meet the proper conditions. For example, a rule could automatically apply the "Food:Groceries" category for any transaction with a payee name containing the word "supermarket". The rules can be viewed at the same at your transactions so you tweak and apply the rules until they are correct.
QIF, OFX and QFX Importing
Prospects can import QIF, OFX and QFX files that you download from your bank's website. Prospects will check for duplicates based on past imports, as well as potential duplicates for transactions that may have been entered by you manually before they were imported. In your preferences, you can choose how you would like to handle imports - confirm only potential duplicates, confirm potential and actual duplicates, or confirm every imported transaction.
System Requirements:
• Mac OS X 10.5 (Leopard) 10.5.1+ Recommended
• PowerPC or Intel Processor Intel Recommended
Universal Binary
Free demo.
When you are ready, purchase a Prospects license:
$35 for a single user/computer license
$45 for a family pack license (up to 5 computers)
For more information, visit:
http://www.motimotion.com/prospects/
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