Personal Finance

With the Therap Personal Finance module, users can create institutions and other entities, and accounts for Individuals to track their personal funds and transactions.

  • Define Different Types of Finance Accounts
  • Record Details of Deposits & Expenses
  • Generate Transactions Reports

Therap’s Personal Finance module allows users to record information such as transaction category, date, amount, check/receipt numbers, etc. users can also attach scanned or electronic copies of transaction receipts of each transaction.

Users can generate periodic transaction reports using a wide range of parameters, including transaction period, types of transaction i.e. deposits/expenses, account type, account status, etc. For each Individual, you can generate a report that includes all their accounts or just the ones you select.

Personal Finance Training Academy Course

Personal Finance

This course will show users how the Personal Finance module can be setup and used to track the personal funds and transactions for supported individuals.
Take the Course

Personal Finance User Guides

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