To provide a financial overview, a tree structure allows selection of the display format and desired level of detail for requested information. Features include presentation of a global cash flow picture, calculation of net income over any given period, transaction splitting into many categories, summary graphs and eleven reports related to financial activities. The ability to create post-dated transactions enables the forecasting of ones financial position into the future.

Historical transactions that are no longer of interest may be archived, so the user only browses through current records. Important account information can be centrally stored to facilitate contact with financial institutions.