MyNetWorth
macOS / Finance
MyNetWorth helps you to keep track of your financial assets, liabilities, income, expenses and net worth by storing and processing the financial transactions that you make.
With MyNetWorth you can readily and easily:
- Reconcile your bank and credit card statements;
- Monitor your income and expenditure;
- Maintain constant awareness of your financial circumstances;
- Visualise where your money is, where it comes from and where it goes to;
- Detect unauthorised / unintended withdrawals.
MyNetWorth supports:
- Split transactions (when multiple expense categories apply to a single payment);
- Scheduled transactions (which are processed automatically);
- Manual backup and restore;
- Archiving of transactions (to keep dataset sizes manageable);
- Bespoke report generation and printing;
- Exporting transactions, accounts trees and balance sheets to CSV files (for import into spreadsheets);
- Multiple sets of accounts;
- Sharing Data Files between multiple networked devices;
- Multiple currency symbols and date formats.
MyNetWorth displays your transactions in a series of views (as selected by you):
- Accounts View (list, edit and manage transactions by account);
- Payees View (list, edit and manage transactions by payee);
- Schedule View (list, edit and manage scheduled transactions and see future Net Worth and balances);
- Balances View (instantly see all of your account balances);
- Reports View (generate, print and export bespoke reports).
MyNetWorth and its iOS version, iNetWorth, share the same file format (.mnydata) so that you can share your data files between your macOS and iOS devices over iCloud, if you buy the NetWorth Bundle, which contains both MyNetWorth and iNetWorth. This means that you can access and control your financial data on both your iPhone / iPad and on your MacBook / iMac. If, for example, you are out shopping, make an Apple Pay purchase without getting a till receipt and are concerned that you will forget your purchase, you can add the transaction through iNetWorth there and then on your iPhone. Next time you run MyNetWorth you will be prompted to upload your updated file and your new transaction will be included. NetWorth Bundle supports Complete My Bundle, through which Apple credits customers for any apps they’ve already purchased within a bundle, so the price that you would pay for the bundled iNetWorth would be just the difference between the cost of the NetWorth Bundle and whatever you had already paid for MyNetWorth.
MyNetWorth is designed to be intuitive but it comes with a built-in link to a web-based Apple Helpbook/User Guide so help is never far away. Please see the developer's website for more details.
Quoi de neuf dans la dernière version ?
Schedule View upgrades: AC Balance Column now shows future Net Worth, when no account filter is applied, and future account Balance, when the account filter is applied; the Net Worth/Balance column is now colour coded - green for transactions that increase Net Worth/Balance and red for transactions that decrease Net Worth/Balance; Net Worth/Balance column title changes to reflect its contents and its contents are colour coded - green for positive values and red for negative values; Account Filter selection options limited to just the relevant asset/liability accounts.
Net Worth/Balance column title changes to reflect its contents in Reports View.
Edit Transaction Dialogue boxes in Account, Payees and Schedule Views are now "sticky": data entered in a split transaction is saved when switching to normal and restored on switching back; To and From Accounts entered in a normal transaction are saved when switching to split and restored on switching back.
Performance improvements incorporated when reopening Balances and Reports Views by preventing unnecessary recalculations; progress overlays are now displayed in Balances and Reports Views, when their contents are being calculated or refreshed.
Various minor bug fixes implemented.
