With this software, you can store both your financial (investments, income and expenses) and personal information (driving license and passport number). It works with Windows 95/98/2000 and NT 4.0. It is easy to install, though you have to explore your way to setup.exe in the CD and run it from there.
It also alerts you on certain actions that you are supposed to take—for instance, it notifies you on the date your investments mature. Also, it print the summary of your investments or reports on predefined templates. You get the option of defining the Tax section valid on a particular deal, which in turn automatically calculates the valid tax applicable to the same.
Some things like the Tax sections and Post Office schemes have been built with the Indian environment in mind. The software also contains some utilities like a calendar, a calculator, an address book and e-mail using Microsoft Outlook. Here you need to have Microsoft Outlook as it does not recognize any other e-mail client. If needed, you can also transfer the data to an Excel or Word file. A limitation is that at any particular time, you cannot open more than 12 forms to work on. While we were reviewing it, it crashed a couple of times.
Ankur Saxena at PCQ Labs