MoneyBook Overview

MoneyBook is an intuitive financial management software designed to simplify budgeting, expense tracking, and financial planning for individuals and small businesses. With its user-friendly interface, MoneyBook helps users gain control over their finances by offering easy-to-understand tools for managing income, expenses, debts, and investments. The platform allows users to set financial goals, track spending habits, and categorize transactions to provide a clear overview of their financial health. MoneyBook’s budgeting feature allows users to create customized budgets for different categories and monitor their progress in real-time. Additionally, the software generates insightful reports, including cash flow analysis and balance sheets, helping users identify trends, areas for cost savings, and opportunities for investment growth. The software also supports automatic bank account synchronization, ensuring that financial data is up-to-date and accurate. By offering comprehensive financial tools and reports, MoneyBook empowers users to make informed decisions and stay on top of their financial objectives.

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Contact Details

  • Vendor Name NOIDENTITY
  • Founded
  • Location Switzerland

Support

    NA


Training

  • NA

Licensing & Deployment

  • Proprietary Proprietary
  • Cloud Hosted Cloud Hosted
  • Web-Based Web-Based

Typical Customers

  • Self-Employed Self-Employed
  • Small-Business Small-Business
  • Midsize-Business Midsize-Business

Languages Supported

English


Industries

Accounting, Banking, Computer Software, Education Management, Financial Services, Insurance, Non-profit Organization Management

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MoneyBook Features

  • Arrow Icon Tax Management
  • Arrow Icon Financial Reporting
  • Arrow Icon Data Visualization
  • Arrow Icon Financial Analysis
  • Arrow Icon Compliance Management
  • Arrow Icon Bank Reconciliation
  • Arrow Icon Consolidation/Roll-Up
  • Arrow Icon Dashboard Creation
  • Arrow Icon Budgeting/Forecasting
  • Arrow Icon Revenue Recognition
  • Arrow Icon Cash Management
  • Arrow Icon Accounting
  • Arrow Icon Investment Management
  • Arrow Icon Real-Time Data
  • Arrow Icon Data Import/Export

MoneyBook Pricing

Pricing Type

  • Pricing Type Contact Vendor

Preferred Currency

  • CHF (Fr.) CHF (Fr.)

Free Trial

  • NA

Free Version

  • NA

Payment Frequency

  • NA

MoneyBook FAQs

MoneyBook is an intuitive financial management software designed to simplify budgeting, expense tracking, and financial planning for individuals and small businesses. With its user-friendly interface, MoneyBook helps users gain control over their finances by offering easy-to-understand tools for managing income, expenses, debts, and investments. The platform allows users to set financial goals, track spending habits, and categorize transactions to provide a clear overview of their financial health. MoneyBook’s budgeting feature allows users to create customized budgets for different categories and monitor their progress in real-time. Additionally, the software generates insightful reports, including cash flow analysis and balance sheets, helping users identify trends, areas for cost savings, and opportunities for investment growth. The software also supports automatic bank account synchronization, ensuring that financial data is up-to-date and accurate. By offering comprehensive financial tools and reports, MoneyBook empowers users to make informed decisions and stay on top of their financial objectives.

  • No, MoneyBook does not offer a free version.

  • Yes, MoneyBook offers a free trial.

  • No, Credit Card details are not required for the MoneyBook trial.

  • No, MoneyBook does not offer an API.

  • MoneyBook supports the following languages:
    • English

  • Following are the typical users of the MoneyBook:
    • Self-Employed , Small-Business , Midsize-Business

  • MoneyBook supports the following deployment:
    • Cloud Hosted

  • MoneyBook supports the following devices and operating systems:
    • Web-Based