The PerfiTrak web application was designed to ease personal finance management,
specifically to help people record, organize, and analyze their everyday financial transactions.
It runs inside modern web browsers, allowing people to manage their transactions wherever they happen
to have Internet access. It also was designed with interoperability in mind, allowing people to easily
import transactions from bank websites and even export them out of PerfiTrak (something many
of our competitors don't allow). Additionally, it allows people to directly synchronize its data
with a free desktop personal finance application (Buddi),
allowing transactions to easily be managed without Internet access and bringing even more functionality
and reports/graphs to people's fingertips.
Features
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Online access with a cutting-edge, desktop-quality interactive user interface
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Customizable filtering of transactions, based on account, tags, dates, and/or keywords
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Robust hierarchical tagging system to organize transactions,
allowing relationships between tags and multiple tags per transaction
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Support for importing transactions from QIF (Quicken Interchange Format) files,
which many online banking sites can supply (CSV and OFX formats to be supported in the future)
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Support for exporting transactions into CSV files, easily viewable using spreadsheet software
(QIF and OFX exporting coming in the very near future)
Supported Browsers
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Internet Explorer 6+ (though IE 7 is strongly recommended)
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FireFox 1.5+
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Opera 9+ (untested; let us know)
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Safari 2+ (not yet, but soon - currently a few glitches)
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Camino 1.5+ (need testers; possibly broken at the moment)
Action Shot
(under construction)
