VAULT is a revolutionary Personal Finance Management Tool, distributed on a Pen Drive (Hard disk version also available) that lets you maintain your personal financial details easily & securely. It combines the features of Accounting packages, On-line portfolio management software and spreadsheet analytical capabilities.
Main Features:
- Enter details of each family member (1 member each for Lite and Standard versions and 2 members in the premium version by default).
- Scan documents for each member.
- Enter Insurance details for each member.
- Enter Demat Account Details/Folio Nos. for each member.
- Enter Information about Associated persons for each member of the family.
- Password tracker to keep track of passwords for various applications like email, PIN, Credit cards, Net banking passwords etc. This feature is unique for each member of the family member.
- Reminder facility.
- Create Asset Accounts.
- Create Liability Accounts & also check EMI’s for loans.
- Create Income Heads.
- Create Expense Heads.
- View Scrip master & select shares that you deal in.
- View Mutual Funds lists & select your schemes.
- Enter opening balances of Shares & Funds.
- Create household Budgets & view graph.
- Create an Investment plan by setting your preferences.
- Enter Salary receipts.
- Enter other receipts, Payments, Cash to Bank transactions & other entries.
- Enter Share & Mutual Fund Purchases & Sales.
- Create & store financial plan for your future.
- View your wealth (“My Wealth”).
- View and/or print reports.
- Alter settings for reminders, Inflation rate, etc.
- Set and view reminders.
- Create your “Will” along with precise asset allocations.
- Play around with a “What if” scenario for Shares.
- Take & restore Data Backups.
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