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Boonzi helps you manage your personal finances. The application has a carefully designed interface. And, even though it has many features, which adds certain complexity to its usage, there are also tabs to guide you through the steps. Likewise, you can access the online help if it becomes necessary.
It is excellent that there is a wizard to help you create a personal profile, which includes a name and the intended currency. You can start by creating accounts, which, fortunately, may be more than one. This way, you can track the money assigned to different purposes, even if you are using different currencies. In this respect, the tool can calculate exchange rates automatically.
Good news is that Boonzi can import bank statements and transactions with the help of a wizard. The data can be imported from an online account or a CSV file. Moreover, you can record bank operations and even some of the fields, like the names of the payees, are filled automatically. Likewise, you can create various types of reports, such as by categories, by payees, cashflow and evolution. It is shame that it cannot scan data or code directly from paper, though.
All in all, Boonzi can have a positive impact on your life by allowing a more detailed follow-up of your personal or family budget. It provides a way to keep a record of your bank activities while preserving the security of your data. In this regard, the tool allows you to set a password to block unauthorized access. The product is available in two licenses, Standard and Premium. In this respect, you need to purchase its Premium license in case you want to access additional features, like synchronizing your accounts on the cloud with the help of a mobile app, which allows registering your expenses from wherever you may be.
- Supports using multiple currencies
- Calculates exchange rates automatically
- Imports data by various means
- Wizard-driven operations
- Various types of reports
- Can't get data from a scanner