CollateralSimple Personal Finance
Collateral is easy-to-use personal finance software. It lets you track transactions, review spending history, schedule upcoming bills, categorize spending, and more.
How can Collateral help with personal finance?
Collateral was developed with features in mind to keep you on top of your finances. Features are built in that help you plan ahead and feel comfortable with your financial situation.
Plan your finances
Schedule upcoming bills and expected income. Forecast your financials up to a year ahead.
Privacy
Collateral stores your transactions on your computer. Your personal financial data is located in your user data folder.
Balance at a glance
Add multiple accounts, transfer money between accounts, and keep track of your net worth.
Categorize transactions
Divide transactions into categories and know where your money is going.
Spending reports
View your balances and see your transactions charted back one year from today.
Import existing accounts
Download transactions from your bank and import data using OFX (Open Financial Exchange).
Prepare for upcoming expenses
Add your bills and paychecks. Do you have rent or a mortgage payment at the end of the month? Add the payment as a schedule and have an outlook of what your finances will look like in the upcoming weeks.
Categorize income and expenses
Apply categories and tags to each transaction. Generate a report to analyze your spending habits over time.
Collateral
30-Day Trial
Free
Not ready just yet?Try Collateral free for 30 days.No billing information required.
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$1699
Ready to go?
Download Collateral now.