Features

1. Keep record of your Expenses on the go.
2. Generate custom expense reports in HTML format for printing OR as CSV for easy integration with Microsoft® Excel.
3. Export records in CSV and Excel formats.
4. Supports Multiple currencies.
5. Advanced Sorting and Filtering options to help You track and manage Your expenses efficiently.
6. Use the same application for both Business and Personal use.

Expense Items You can store the following information for each expense item. Type: The type of the expense i.e., Business or Personal. Date: The date of the expense. Description: A short description for the expense item. Amount Paid: The amount that You actually paid for the expense. Currency: The currency used to pay for the expense. Exchange Rate: The exchange rate for the currency in which the actual payment was made relative to Your home currency. Amount: Calculated automatically in the home currency based on the 'Amount Paid' and 'Exchange Rate'. Category: The category of the expense. Payment Method: The payment method used to pay for the expense.

You can record expenses under 2 heads 'Business' and 'Personal' referred as the Type of the expense. This classification makes it easier for you to differentiate between your Business and Personal expenses or those for which you will be reimbursed and those for which you won't and at the same time allowing You to use the same application for both Business and Personal use.

You can record expenses under 16 different categories. This categorization makes it possible to generate reports for a specific set of expenses. For instance in a situation where Your organization requires You to submit Your Medical reimbursement bills separately from other expense bills, You can assign 'Medical' category to all your medical expenses and later generate a report for all expenses under the 'Medical' category.

Available Categories

Others

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Currencies ExpenseManager allows you to enter 'Amount Paid' in any one of the 15 different currencies and automatically calculates the 'Amount' in the home currency based on the exchange rates entered. Supported Currencies USD (United States, Dollar) EUR (European Union, Euro) GBP (United Kingdom, Pound) AUD (Australia, Dollar) CAD (Canada, Dollar) CHF (Switzerland, Franc) CNY (China, Yuan) HKD (Hong Kong, Dollar) INR (India, Rupee) JPY (Japan, Yen) MXN (Mexico, New Peso) NTD (Taiwan, Dollar) RUB (Russia, Ruble) SEK (Sweden, Krona) SGD (Singapore, Dollar)

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Payment Methods

You can assign a Payment Method to each expense item out of the 7 supported payment methods.

Supported Payment Methods

Other

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Reports ExpenseManager provides you with a powerful reporting section where You can create custom reports according to your requirements and save them in CSV for integration with Microsoft® Excel or HTML format for printing. Customization options: Expense Type - You can select the type of the expenses that you wish to include in the report i.e., Business, Personal or both. Date - You can select a time period for which you wish to generate a report. Amount - If You wish You can include 'Amount Paid', 'Currency' and 'Exchange Rate' in the report. Payment Method - If required You can include the payment information in the report. Category - 1. You can include category information in the report. 2. You can select the categories which You wish to include in the report. Expense items recorded under the selected categories will be included in the report.

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Expense Summary You can generate a summary of net expenses under each category. The expense summary data is displayed graphically in form of a Bar Graph and in a text list and can be saved in CSV format. You can generate an expense summary for either a specified date range or for all dates for expenses recorded under a specific Type i.e., 'Business' or 'Personal' or both.

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Export

ExpenseManager allows you to export your expense data in

Excel (XML Spreadsheet) formats.

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Sorting and Filtering ExpenseManager provides You with means to track, view and manage them easily and efficiently on Your Pocket PC itself. Sorting - Sort By Amount - You can sort the expense list in 'Ascending' or 'Descending' order based on the amount of the expense items Sort By Date - Or You can sort the items based on the date of the expense in 'Ascending' or 'Descending' order. Filtering - You can filter the expense list by Amount Category Date Payment Method Type