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Don't need all of the features in CRM, Side Office or SalesPro? 

Try one of our Personal Edition solutions.... try (for 30 days FREE) before you buy!

  Please note that each Personal Editions is a single-user application with no add-on options.

 

CheckItOut

Personal Finance Manager

 

Version 3.01.001

  CheckItOut handles your checkbook, savings, virtually any 'money in/money out' information in a simple easy-to-use system that's the same as the Accounting / Bank Accounts page in Side Office or SalesPro.  CheckItOut keeps Actual and Reconciled balances for each account and lets you mark each entry as a 'Tax' record for easy reporting.  Store as many accounts as you like, print detail and summary statements for just one account or combine all for a "end-of-year" report to give to your tax preparer.  Import bank information from any comma-separated-value file (most financial institutes let you download your account information in the .csv format).  CheckItOut data can be directly imported into Ledgers / Accounts in Side Office or SalesPro, if you upgrade at any time.  See the list of standard features below.  

Only $29.95

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 Please visit our support page for additional TymeTrax User Guides

 

       FREE 30-Day Trial Version - Purchase license key above to activate non-trial version

      TymeTrax CheckItOut Quick Start

 

All products are delivered via download; please click the FREE 30-Day Trial Version link to get the latest build.  Your purchased license key will remove the trial status.


All Personal Editions include these standard features (unless otherwise noted):

  • Microsoft Access Database Storage - All personal applications store their data in a standard, password-protected Access database which is an industry-standard database format supported by Microsoft.

  • Multiple Database Support - Each product is installed with a sample database to show you how data should be entered, then follow the simple instructions for setting up your own personal database.  You can have a separate database for each business or project if it makes sense to keep your information in separate files and switch between databases at any time.

  • Fast Searches make it easy to find what you're looking for... simply click on the Navigator at the left and start typing the first few letters to search.  Or click on any field label (City, State, Country... ) and a popup dialog will prompt you for the search information based on the field type.  For example, date fields will prompt you for a date range, number fields for a number range, phone fields for an area code, memo fields for a value that's "contained" in the field, and standard text fields present a searchable list of all field values in the database so you never waste time search for something that doesn't exist.

  • MS Outlook Integration - If you use Microsoft Outlook (any Windows version, 2000, 2003, 2007, 2010), you can set an option to synchronize TymeTrax Activities with Outlook Appointments, and/or TymeTrax Contacts with Outlook Contacts.  NOTE:  This option not available in CheckItOut as it does not have the Contacts information.

  • File Attachments - You can attach any type of file to any record or for general access to keep all external documents with your data.  Re-attach edited attachments with a simple button click.

  • Report Designer - In addition to the many reports included in each package, you can create any number of custom reports using your personal logo, signature and information for complete customization.  Export the data behind any report to Excel.  Email reports in PDF format with one click (requires Outlook).  Combine report PDFs into one PDF file in any order.

  • Print Labels - Prints return address, mailing & shipping labels; format text fonts/colors, start printing on any label on the sheet.

  • Security - Logins are optional in personal systems, but you can turn the login requirement on and setup a user name and password that will prevent others from seeing your data.

  • One-click Archiving Utility keeps your data in the same database, but out of your daily work data. 

  • Import & Export functions allow you to move your data with support for these formats:  Access, Excel, tabbed text, comma-separated-values.  Access databases can be zipped for backups with one click.

  • Custom Views and Exports - Setup custom data views and exports that can be run anytime by anyone.  Custom Views display the data in a spreadsheet-like grid; simply double-click to open a record.  Exports can be saved in any of the standard Export formats (see above).

  • Custom Fields on every form let you define fields to enter data that's specific to your business.  You can also create formulas behind the custom fields to populate themselves from other parts of the system.  NOTE:  This option not available in CheckItOut.

  • Worksheets - View all data in a spreadsheet-type grid; use Find & Replace, Copy & Paste to edit multiple records or simply type in a new value and save it.  Sort by any column to easily find and fix inconsistent field values.

  • User Preferences - Select the application & page colors, set default values for each field and format data grids, etc. for a completely custom look. 

  • Tools & Utilities - Many other tools, such as math & amortization calculators and a measurement converter... plus, plus, plus!

  • Training Manuals - Visit our support site to download the full set of training manuals for each product FREE (in PDF format).

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Copyright 2012 TymeTrax Software / Crow River Tech, LLC.  All Rights Reserved.

Microsoft Windows XP/Vista/7, .NET, Office, SQL Server, Access, PowerPoint, Outlook and Excel are trademarks of Microsoft Corporation. 

Any other product names are trademarks of their respective companies.