GesFine 5c101a

GesFine is a free financial management software. It provides unified management of current s, interest-bearing s and securities s.

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management

• All types of s (current, interest-bearing, securities) in different currencies
• Periodic transactions, transfers between s
• Breakdown (Distribution) of transactions into multiple categories
• Multi- balance (Current, future, minimum, score, cumulative), balance monitoring
• Consultation to date (in the past) of balances and portfolio valuations
• Automatic calculation and distribution of transaction amounts
• Control of the scanning of documents (image or pdf format) directly from the software

Monitoring of income and expenditure

• Monitoring of the actual budget, expenditure and revenue by period, by category
• Creation and management of projected budgets (Simulation of the future budget), calculation laws on past data, impact measurement of new projects
• Creation and management of provisional budgets, monitoring of the deviation from the forecast

Follow-up of investments

• Graphical analysis of securities, stock market indicators (moving average, Bollinger, MACD, RSI…)
• Deferred settlement management (SRD)
• Multiple summaries (cash flow, earnings per period, graphical evolution,…)
• Evolution of earnings (Annualized performance between 2 dates, graphical evolution)
• Statistics on profit and loss transactions

Decision-making

• Comparative analysis of securities
• Analysis of cycles and growth potential

Confidentiality, data security

• No data shared on centralized servers (Cloud), ensuring confidentiality
• -protected access to a holder’s data, encryption of sensitive data
• Automatic data backup system

Data import

• Automated of currencies and rates, import from a file possible
• Automated ing of banking transactions with data formatting, ipossible import from a file (formats ofx, qif, text)

Data sharing

• Possible data export
• Can be used in a local network with database sharing