Maxim Money
Maxim Money is a software application for Windows that enables you to effectively organise your Personal Finances
It's fast, and has a modern user interface that is intuitive and simple to use
Features
Maxim Money is designed from the ground up, changing the way you manage your finances, by reducing mouse clicks, and streamlining the way you work.Dark/Light modes
You can select whether to display Maxim Money in Light or Dark mode to suit your preference, and this can be updated on the fly.
We even now have a Microsoft Money theme, to make any transitions smoother.
Investment Portfolios
You can add as many portfolios as you like, with clear breakdowns of price, value, cost and gain.
Prices can be downloaded automatically from the internet, keeping your portfolio up-to-date.
You can create charts displaying the price history or fund value over time, and transactions are marked, aiding the decision making process.
Both securities and crypto-currencies are supported.
Data Importing
Maxim Money imports data using OFX and QIFformats, so you can easily migrate from applications such as Microsoft Money or Quicken, as well as being able to import downloaded statements from your Bank.
We are Open Banking ready, so it will be possible to download directly from your bank, for a small subscription fee.
Context-sensitive toolbars
The main toolbar dynamically changes, depending what view you have selected in the main window.
In-line Reconciliation
To ease the matching process, reconciliation is carried out directly within the main transaction register, automatically highlighting the most likely matches.
Flexible Layout
The layout of windows within Maxim Money is completely flexible, allowing you to view multiple components simultaneously.
Transaction Groups
You can group and split transactions, and see these directly within your transaction register.
Detailed Reporting
Reporting is a breeze, with straightforward configuration. Complex transaction filters can be added using our easy to use interface.
Data Security
Your data stays offline, on your own PC, significantly reducing the risk of hackers gaining access to it.
Pricing
Maxim Money is a new product, and we are still working on bringing in some of the features we want. As a result, we are offering a significant discount on the pricing.
We don't like software rental models. Once you purchase Maxim Money, you will never have to pay for it again1. All future upgrades will be provided free of charge, for as long as you use the software.
Additionally, we offer a 30 day free trial of the Pro version, so you can try out all the features.
Plus
£35 £20
- Unlimited Accounts
- Multiple Currencies
- Charting
- Full Reporting
Pro
£75 £40
- Unlimited Accounts
- Multiple Currencies
- Investment Portfolios
- Charting & Reporting
Compare versions
| Basic | Plus | Pro | |
|---|---|---|---|
| Number of Accounts | 3 | ||
| Multi-currency | |||
| Investment Portfolios | |||
| Price/Rate downloads | Rates | ||
| Charting | |||
| Reporting | |||
| Business Accounts | |||
| Open Banking ready |
1. Excludes upgrading from Plus to Pro and Open Banking subscription.↩
Future Plans
We plan to keep enhancing Maxim Money, and these will be delivered all within your existing licence. We don't bring out new versions each year, we continually improve the one application.These are some of the things we hope to add to the product in the future:- Transaction Tags
- Custom Reminders
- Ability to download prices from custom sources (we already download from some common sources)
- Making Tax Digital connection for Sole Traders and Landlords