WIMP is free of complex and unnecessary bells and whistles, and is aimed at the everyday saver who is serious about tracking and streamlining their financial behaviour. WIMP boasts an impressive array of tools, features, and autonomy not found in any other package of its kind including:
- A user friendly and intuitive Microsoft Excel-based interface.
- Highly configurable and flexible to suit your personal requirements and preferences.
- Support for most international currencies.
- Fast automation of all overhead tasks, therefore requiring minimal time and effort to use.
- Data entry forms for quick and easy entry of transactional and financial information.
- Raw data worksheets covering weekly, monthly, quarterly, and yearly timeframes.
- Budgeting worksheets for creating comprehensive budgets, comparing budgeted figures against actual income and expenditure data, income and savings funds allocation, and budgeting by average income and expense figures.
- Under/over budget indicators for immediate visibility of areas requiring attention.
- Analysis worksheets for tracking, analysing, and automated forecasting of your financial behaviour over time.
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- Monetary source worksheets for tracking petty cash, bank accounts, credit cards, and monies owed to and from third parties.
- Loan worksheets to compare and track fixed-term loans or mortgages.
- Graphical charts throughout for at-a-glance visibility and analysis.
- Separate tracking of expenses that are expected to yield future income; the buying and selling of assets for example.
- Real time net worth tracking.
- Customisable forecasting of future net worth and funds available based on previous financial behaviour and trends.
- Regular entries for the fast entry and scheduling of recurring transactions, and automated alerting of overdue scheduled entries.
- Automated logging to record all activity, and automated log filtering to show all activity specific to a selected transaction, date, income or expense category, etc.
- Undo functionality to automatically back out the changes made by previous data entry.
- Automated reconciliation between financial transactions and monetary sources.
- Customisable financial reminders and automated alerting of outstanding reminders.
- Configurable income and expense category attributes to facilitate budgeting, enable more informed analysis, and provide a fairer representation of financial behaviour.
- Configurable expense category grouping to facilitate data entry, budgeting, and analysis.
- Custom toolbars, menu, and links worksheet for fast access to worksheets and functions.
- Optional password entry requirement to secure your sensitive financial information.
- Internal context-sensitive help system.
- Automated data migration between different versions of WIMP to facilitate upgrading.
The list goes on!
WIMP's features are designed to both maximise your budgeting and saving potential while taking up as little of your time as possible. WIMP's inbuilt feature modules can be enabled and disabled to suit your requirements and preferences.
See the Screenshots page to see the financial power of WIMP in action!
