Bookkeeping & Budget vs Meristead Wealth

Accounting · Budget is an accounting application. By recording daily expenses, you can have a clear understanding of your personal financial situation, and help users more rationally control and manage their own finances. ************************************************* The main function: 1. Bill: Display the income and expenditure details and total income and expenditure in the selected time period. 2. Search: You can search the account details in the selected time period according to the amount, category, and remark keywords, and you can print these details. 3. Automatic bookkeeping: According to the selected category and automatic bookkeeping mode, the automatic record function can be completed automatically within a certain period of time. 4. Budget: Just select the category and time period you want to budget, and you can easily achieve the smart budget effect. 5.Calendar: It can display the total income and expenditure of the current month, as well as the income and expenditure details of the selected Zhongtian. 6. Chart: The pie chart shows the income and expenditure situation and the proportion of each detail category in the selected time period; the histogram / line chart shows the income and expenditure trend situation in the selected time period; supports the screenshot function of the chart. 7. Data export: Supports export of detailed account data in PDF, HTML and CSV formats. 8. Categories: Provide default common categories, users can also add desired categories on their own. 9. Data backup: Provides iCloud data backup function. 10. Password: You can set the APP password to protect data security.

The Meristead Wealth app gives our clients access to their accounts, portfolio information, and resources from our team. Through the app, you can monitor account performance, review your portfolio(s), run reports and access documents to gain insight into your current financial picture.