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Computerized Investing > January 11, 2014


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by CI Staff

FinanceBase is a transaction-based budget management program that is useful for individuals as well as small businesses. You can download a trial version, which will appear as a demo with some information already input into the program. When the program opens, users begin by creating a code and password.

Once it’s downloaded, you will see several windows pop up within the program. If you click the Finances tab, you have several different options to explore such as: accounts, accounts summary, calculator, calendar and more. If you click on accounts, the demo version will show you several example accounts that are already added. To edit an account, double-click on the account name and a separate window will appear. In the separate window you can identify the specifics regarding that account.