XeCheck Premier® Software: Financial Planning, Portfolio & Investment Management

XeCheck Premier 8.0

Track your investments, get timely market updates, maximize your return.

XeCheck 8.0 Premier Edition builds on all the features of XeCheck Deluxe edition with more tools to help you grow your investment portfolio, and achieve your financial goals.

Overview	collapse
Download your bank and investment information with just a few mouse clicks. Track any rental property income and expenses and export Schedule E reports Download the latest securities prices automatically. Calculate your net worth with a few mouse clicks Supports all major world currencies. 1000+ international banks and financial institutions supported.

Features & Benefits

expand


	See where your money is going. Using XeCheck's charts and graphs, knowing where your money goes is easy. See who you have paid, when and for how much. Eliminate late payment penalties, get timely reminder when bills are coming due. Maximize your tax returns. We've made tax time a whole lot easier by allowing you to track your tax related transactions. Track schedules A, B, and D reports to help you stay on top of your investment tax situations throughout the year. Track real-estate expenses. For you budding real-estate tycoons, you can even track your rental property income, expenses and export schedule E data.	enlarge [...]
	Download your statements with one password. With over 6,000+ financial institution participating, downloading your banking and credit card information directly into XeCheck ¹. Avoid the hassle of going to multiple websites to check your balances, Xecheck consolidates all your account into one convenient easy to use location. XeCheck can automatically update your account balances when you sign in. See if your financial institution participates. Supports more international banks. To our international customers, XeCheck supports over 1000+ bank, brokerages and over 130+ world currencies. . Moving transactions around is easy. 8.0 allows you to copy, cut or past transactions from account to account. Balancing your checkbook is now easier than ever.	enlarge [...]
	Stay on top of your investments. With powerful new investment management tools, you can conduct research and define your goals. With XeCheck Premier, you can define what mix of investments is right for you. You will also get timely market updates downloaded automatically. Calculating your net worth is essential. With a simple click of the mouse, you can instantly see your net worth. Compare your investment strategy with the markets. With up to three years of historical data, you can compare your portfolio with what the rest of the market is doing. You can even compare different investments in your portfolio and decide which ones to sell or keep.	enlarge [...]
	Multiple custom home pages. You can prioritize and have your most important information right at your finger tips when you start XeCheck. Flexible views allow you to place most information on a customized home page. Keep track of your spending with spending tracker. Spending tracker allow you to quickly and easily see how much and on what you are spending during the month. Drill down to see individual transaction details and more. Free online tech support for XeCheck. XeCheck Premier 8.0 registered users get access to online tech support.² Offer expires 2 years from software activation or March 31 2011, which ever is earlier.	enlarge [...]
¹Online features require Internet access and are subject to change. Services provided by financial institutions are subject to change and may require approval. Other terms, conditions and fees may apply. ² Registered users who purchases an original copy of XeCheck software. Service not available to users that are using a promotional copy of XeCheck. ³ Services utilizes your bank's online bill payment service. Not all banks provide access to their online bill payment service.

New Features in XeCheck 8

expand

	We have listened to our customers and have added over 30 customer suggested improvements to help you get the most out XeCheck


	New! Enhanced navigation. We have added a "Next" and "Back" button to make navigation XeCheck even easier. New! Attach scanned invoices to transactions. XeCheck allows you to attach scanned invoices or other bills to transactions. New! Account Sweeper. Automates the the savings process for you by scouring accounts and making the necessary transfer of funds to an account you designate to meet your savings target. Improved! Added more investment enhancements. We have added many new investment enhancements including the ability to track stocks by "Asset Class" and "Sectors". Improved! Download your statements is now easier in XeCheck 8.0.¹ We have added many more banks, credit card companies and investment brokers to our already large list of over 6000⁵ financial institutions that you can download statements from. Improved! Automatically categorize imported transactions.³ XeCheck Deluxe 8.0 has added more transactions to the list of transactions that are automatically categorized on statement imports.	enlarge [...]

	Improved! More ways to stay on top of your bills. To start, you can now access online bill payment through XeCheck to hundreds of banks. You can now see your upcoming bills on your monthly calendar. You can determine how much detail you want to see by displaying or hiding the bill payment calendar. Improved! Manage your rental property. XeCheck Premier track your rental income and expenses, then when you are all done, export your schedule E tax items to your tax preparation software or print a copy for your accountant. Improved Reporting: You can now select more columns to see on your reports and you can permanently set the size of all reporting columns.	enlarge [...]

¹Online features require Internet access and are subject to change. Services provided by financial institutions are subject to change and may require approval. Other terms, conditions and fees may apply. ² Registered users who purchases an original copy of XeCheck software. Service not available to users that are using a promotional copy of XeCheck. ³ No all financial institutions adhere to transaction categorization standard. Categorization depends on the type of transaction statement your financial institutions provides. ⁵List compiled as of 12/1/2008. List may also include divisions, branches or affiliates of organizations.