BankMate, from Practical Software, is a simplistic and easy to use personal checkbook program. Supports check entry, deposits, cash withdrawals, and defining repeating checks or deposits, check printing, credit card purchases, cash purchases. BankMate was Practical Software's inexpensive entry level financial product, while MoneyMate was their mid-level business oriented financial application. Users were encouraged to upgrade to MoneyMate when they outgrew the limits of BankMate.
This is the proprietary dial up program used with Bank of America's HomeBanking service ~1997. It is bundled with a customized copy of MECA's "Managing Your Money", a financial management program.
BPI Inventory Control is one of a number of accounting and business management programs produced by BPI Systems, Inc. PBI software was among the more popular management programs during the early 1980s. There were versions for the Apple II, CP/M, and the IBM PC. IBM sold an OEM version along side their IBM PC products under IBM part number 6024030. Receivable, BPI Accounts Payable, BPI Payroll, and more. Software. In 1987 BPI Systems was bought by Computer Associates.
Buying Your Home is a detailed financial calculation system for home buyers. It operates by creating various "scenarios", defining assumptions, and comparing scenarios such as renting vs. purchasing.
CA-Compete! is a graphical, object-based, multi-dimensional modeling and data viewing tool that is as easy to use as a spreadsheet and as powerful as a decision support system (DSS) or executive information system (EIS). Compete! looks and works like a spreadsheet, but is object-based. In other words, you define the names that Compete! uses to identify and locate data in a model. A Compete! model can also contain many more dimensions than the spreadsheet norm of two or three.
CashBIZ, from M-USA Business Systems, Inc, is a low-cost and low-feature accounting tool for small cash based businesses. It features modules for checks, billing, and receipts, and a number of pre-defined reports.
Checks & Balances, by California Digital Engineering, is a fast, powerful, and flexible home accounting package for the IBM PC. It Manages checking, savings, and credit accounts, and prints checks.
Cougar Mountain Software ACT 2 PLUS is a comprehensive multi-user accounting package. It includes General ledger, accounts receivable and payable, purchase order, order entry, inventory and payroll, check reconciliation. It also features the ability to import and export files, and a modular form set-up allows integration of all modules. It was sold alongside ACT 1 PLUS, the single user version.
DacEasy was the first company to offer affordable accounting software geared towards the small business. It was first released in 1985 and had gone through many DOS revisions at the time the Windows version was released.
Fidelity On line Xpress is an application that enables Fidelity customers to make trades and update their portfolios online.
Finance Manager, from Human Engineered Software (HESWARE), is an easy to use home-oriented financial program. It can create checks and keep track of multiple account balances. It appears this program was also licensed and sold under the name "Peachtree Home Accountant". There were versions for both the Apple II and IBM PC.
Home Accountant Plus is personal checkbook program bundled with early PC clones.
Home Finance System is a financial record keeper targeted at home and small business users. It features easy access to multiple accounts, and keeps track of checking, asset, and credit accounts. It started out around 1983 as a program for Heath/Zenith CP/M systems. Interestingly, Home Finance System III includes executables for both IBM PC and Zenith Z-100 Series computers.
The IBM Accounting Assistant Series is a set of accounting and management tools. The series is made up of different modules or "editions". The Accounting Assistant Series targeted small to medium sized businesses, while IBM's "Business Adviser" series targeted large businesses. entries, generating invoices and purchase orders, and producing special reports. Information can be shared with General Accounting, Accounts Receivable & Billing, and Accounts Payable Editions.
IBM Assistant Accounting Solutions is a set of accounting related productivity templates for use with IBM Filing Assistant 1.0x.
Business Adviser is a high-end modular accounting and business management program targeted at large businesses. It was written by BPI for IBM, but is not simply a rebranded BPI product. Inventory Control keeps track of inventory in warehouses supporting different costing methods and generates purchase orders and reports.
The IBM Business Management Series (BMS) is an IBM PC based accounting package targeted at small and medium sized businesses. It consists of six modules, or as IBM called them "editions": Inventory Accounting, Order Entry and Invoicing, Accounts Receivable, Payroll, Accounts Payable, and General Ledger. The system can be used with any single module, or multiple modules can work together. The Business Management Series can interface with the Personal Decision Series. It was criticized as being too costly, bloated, and overly complicated.
This is a small easy to use home budgeting program optimized for the 128k IBM PCjr. It also supports the IBM PC and XT. Part of the IBM Personal/Home Series.
Personal Financial Planning is a tool provided by IBM to IBM employees for calculating IBM-provided saving plan investments.
Sage Instant Accounting includes comprehensive invoicing, complete vat management, detailed customer records, and powerful reporting.
This is a "fluff" program from Parsons Technology that contains a simple address book/dialer and a loan calculator.
Simply Money is a checkbook and money management program for Windows. Targeted at home users and small businesses, it includes a personal financial adviser with expert advice from Kiplinger, stock price updates, and home value tracking. It competed against Qucken.
MacInTax, from Intuit Inc, was a Macintosh program that helped one prepare their taxes. It has a friendly user interface, and walks users through an "Interview" to gather required information.
A set of financial calculation programs written in Basic.
Managing Your Money is your easy-to-use personal finance manager. MYM has all you'll need to take control of your finances. You can automate your checking account, track credit investments, reduce your debts, plan your savings, decide whether to refinance your mortgage, and much more. You don't have to use all this at first or ever. But it's nice to know its all here when you need it. It is sometimes titled as "Andrew Tobias' Managing Your Money".