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- Expania Vs. PeakPlanner – Track your money
Expania vs PeakPlanner – Track your money Uso e estatísticas
Expania will help you to track your daily expense which ultimately will help you to save money and stop you to do any unnecessary expenses. It is designed in a way to give you micro level information for each income and expense.
In short Expania is simply Wikibook of your daily routine to provide some valuable information including statistics based on your data entered. It will bring account level information to track day to day balance for each account.
How Expania will help you to save money?
There are some important features we have included with the help of those, we can limit the spending and track expense of each category.
Feature Highlights:
1. Home Screen: Easy view to see most of the information about the current month to show available balance, total income and expense
2. Searchable Categories: While you are adding any expense/income then it will give you to choose the category by searching instead of scrolling down or up. This way, we can quickly select the category
3. Search: Using search, you can easily type the characters to find a transaction directly to see the details
4. Filters: Expania helps you to show some specific data based on your requirement such as day view, Week View, Month View and custom date range selection
5. Synchronisation: It will help you to keep your data up to date and safe to access from multiple devices
6. Easy Calendar View: You can easily see the month view using calendar and see the entries by tapping on each day.
7. Accounts: create as many accounts based on your needs to define initial balance and choose the account while adding income/expense which will be visible under the select account to see the all transactions of particular account with balance, expense and income entries.
8. Analysis: It will help you to show in chart with the Expense and Income for each month to see the overview of spending in each categories listed on the screen.
9. Budget: You can define your own budget for each category to control the spending.
10. Cash Flow: it will show the month wise summary with income & expense according to each year in bar chart view
11. Duplicate entry: you can swipe left to get this option on transaction in the listing screen.
Any suggestions are welcome & if you have any questions or require clarification for any functionality or flow, please feel free to contact us at support@expaniapp.com. Alternatively, you can also submit your feedback/suggestions through App.
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No more going online to the PeakAlpha website to track your finances, mutual fund investments, net worth, assets and liabilities, performance and action recommendations with this app from PeakAlpha, India's #1 Financial Planners.
PeakPlanner brings your personal financial dashboard to your fingertips, with an intuitive, easy-to-use interface and effortless navigation to track investments, print reports, schedule meetings and review and approve recommendations. Packed with practical, user-friendly features.
· View details of different assets including mutual funds, insurance, foreign exchange, real estate and liabilities.
· Check the current value of your mutual funds portfolio, including realized and total gains,
· Monitor performance for specific funds or for the entire portfolio.
· View your ongoing Systematic Investment Plans (SIPs).
· Check details of your scheduled 1-on-1 financial review sessions such as date, time, mode of review, session number.
· View and print the latest financial planning report from your personal financial advisor, or review past reports.
· Evaluate and take decisions of recommendations from your financial advisor. Clicking ‘Approve’ triggers an email notification to your execution team.
· Check status of actions on recommendations from earlier review sessions.
· Review your service requests and their status, as well as your pending action to-dos.
· Read financial articles and blogs relevant to you
· Contact anyone at PeakAlpha, including your personal financial advisor, scheduling team or execution team.
- Apple App Store
- Gratuitos
- Finanças
Ranking da Loja
- -
Expania versus PeakPlanner – Track your money comparação de classificação
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Expania VS.
PeakPlanner – Track your money
17ezembro d, 2024