QuikMoney
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QuikMoney (Freeware) |
| Store a copy of all your banking and credit card transactions on your PC. Allows you to peruse all history, search and sum up by payee, type, amount etc. |
Create any number of searches by payee, date, amount, text and save for re-use.
Graph the changes in balance of any period.
Transactions can be imported directly from your online banking. Most banks allow you to export transaction lists in various formats QuikMoney supports QIF & OFX formats.
You can store transactions for any number of accounts, any number of owners, business or personal.
(Requires Access (2002 or above) - Full version or Runtime (download if required from Supporting Files at bottom of this page))
| Download | 1.4 MB |
History
| Date | Version | Details |
| 26 Feb 2012 | 3.57 | Alerts for text match during import now shows alert even if another copy running In/Out label backcolours not set correctly since changed form colouring in v3.56 Transaction lists such as import autotext matches will now always show in & out trans even if curr user setting is to show only in or out Dates now hardcoded to system "Short Date" format Can now enter a single 'from' date to filter transactions without entering a 'to' date |
| 14 Nov 2011 | 3.56 | Improved form colouring |
| 25 Oct 2011 | 3.53 | Query name filter would not build tree properly |
| 28 Sep 2011 | 3.52 | Fixed potential error when app opens to automatically import a bank transaction file |
| 21 Sep 2011 | 3.51 | Split some option settings into separate USER/PC sources (Files DataG,DataU) Better handling of transaction list column sizing Import autotext alerts now shows affected imported transactions System query "Find Duplicate Trans" now shows affected transactions Removed 'Import All' item from menu |
| 19 Aug 2011 | 3.50 | Transaction forms can be resized by width Buttons on transaction forms to snap current form beside or underneath the form it is over top of Option in toolbar to size and place transaction forms in preset configurations (2x1,3x1,1x2,2x2,3x2) When transaction form is resized, the mouse pointer stays on top of the button 'Duplicate query' now selects the new query In system queries, changing owner will correctly clear acctno field |
| 29 Jul 2011 | 3.49 | Fixed error when creating a new account while another already selected Import Autotext can now alert you when matching text found Import results form now shows diffence between balance from bank and balance in QuikMoney (balance only supported in QIF files) |
| 14 Jul 2011 | 3.48 | Fixed bug Amount(abs) not working in queries Amounts in queries now formatted to 2 decimal places Resize of list on main form now moves mouse with button Removed startup licensing check |
| 24 Jun 2011 | 3.47 | Import of OFX files from bank will now display balance from bank and alert user if balance in QuikMoney is different |
| 21 Jun 2011 | 3.45 | Fix bug where you could get more than one opening balance record Two 'System queries' now can select owner and/or account |
| 16 Jun 2011 | 3.45 | Fix bug stopping adhoc (temporary) queries running |
| 10 Jun 2011 | 3.44 | Can open transaction list from Accounts form Autotext name independent of text Hold shift key during drag/drop of a query name does copy/duplicate Option to hide details on transactions form Button to move transactions form below other Acct details shown line by line for transactions (optional) More default date ranges in date selection dropdowns |
| 11 May 2011 | 3.42 | Description field available for Import Autotext Fixed where could not manually enter a transaction with empty Payee/Cat/Memo |
| 21 Apr 2011 | 3.40 | Queries can choose accounts to search through based on account type (eg. personal, international) or can choose individual accounts Queries can now have 8 filtering criteria (scroll form to right) Can enter an Account Type for an account. Acct No & Type are shown on the Transactions form Number of accounts and transactions shown for each owner in Owners form Number of transactions shown for each account in Accounts form Option to show/hide each owner in Owners form |
| 12 Apr 2011 | 3.31 | Treeview display of queries list in graphs form |
| 11 Apr 2011 | 3.30 | Treeview display of queries. You can now create folder type branched categories to group your queries Can now set sort order on lists by owner and account Difference calculator (dblclick on a trans balance column) has button to copy result to clipboard |
| 24 Mar 2011 | 3.20 | Owner now shows in accounts list on accounts form Notes field added for accounts List of owners on main form now a list not dropdown |
| 09 Mar 2011 | 3.18 | Main form can be resized vertically Check on startup that data files exist in same dir |
| 20 Jan 2011 | 3.17 | Import log entries deleted after same period as import files, defined in Options (was 7 days) The app keeps note of files formats imported to compare against future imports of same date range. It will no longer store that info if no new trans were imported from a file Any transaction form filter in effect will be maintained after record updated and list refreshed When editing autotext entries, there is now an option to test reapplying it, to see how many records affected, without actually making any changes Autotext now enclosed in ~~ as [] are reserved chars in Access |
| 06 Jan 2011 | 3.16 | Fixed bug introduced in 3.15 where import could miss some trans Queries can sort by two columns |
| 16 Dec 2010 | 3.15 | Current transaction list being viewed will autoupdate when adding or modifying a tran within that list When importing transactions, the system checks and warns user if importing same date range/account but different file types, which can cause duplicates |
| 11 Nov 2010 | 3.10b | Find Duplicates query now ignores +/- Filter available when viewing query names Autotext pattern testbox |
| 05 Nov 2010 | 3.10 | Check queries for mismatched bracket count Fixed small bug causing error on some queries that had no date specified Can now duplicate an autotext entry |
| 11 Oct 2010 | 3.8h | Internal changes |
| 08 Oct 2010 | 3.8g | Install message about MS Office security warning Tested on Access Runtime 2007 & 2010 |
| 05 Oct 2010 | 3.8f | Internal changes |
| 25 Sep 2010 | 3.8d | Display help info on first run |
| 23 Sep 2010 | 3.8c | Better placement of Query & Main forms to bottom right of screen |
| 05 Sep 2010 | 3.8b | Minor fix when re-applying autotext |
| 10 Aug 2010 | 3.8a | Ability to check online for updates |
| 07 Aug 2010 | 3.8 | Finally got a (very) basic Help file out |
| 05 Aug 2010 | 3.7f | Better colour selection handling |
| 22 Jul 2010 | 3.7d | Date and account selection options for system queries |
| 16 Jul 2010 | 3.7 | Bug fix on query form |
| 03 Jul 2010 | 3.6a | Better display of info when importing a transaction file |
| 26 Jun 2010 | 3.5 | Better autotext form |
| 18 Jun 2010 | 3.3i | First public release |
| Supporting Files | ||||
| Access Runtime (2003) 34 MB | ||||