FEATURES of VAULT:

Some of the features in VAULT are listed below:

• Enter details of each family member (1 member each for Lite and Standard versions and 2 members in the premium version by default).
• Scan documents for each member.
• Enter Insurance details for each member.
• Enter Demat Account Details/Folio Nos. for each member.
• Enter Information about Associated persons for each member of the family.
• Password tracker to keep track of passwords for various applications like email, PIN, Credit cards, Net banking passwords etc. This feature is unique for each member of the family member.
• Reminder facility.
• Create Asset Accounts.
• Create Liability Accounts & also check EMI’s for loans.
• Create Income Heads.
• Create Expense Heads.
• View Scrip master & select shares that you deal in.
• View Mutual Funds lists & select your schemes.
• Enter opening balances of Shares & Funds.
• Create household Budgets & view graph.
• Create an Investment plan by setting your preferences.
• Enter Salary receipts.
• Enter other receipts, Payments, Cash to Bank transactions & other entries.
• Enter Share & Mutual Fund Purchases & Sales.
• Create & store financial plan for your future.
• View your wealth (“My Wealth”).
• View and/or print reports.
• Alter settings for reminders, Inflation rate, etc.
• Set and view reminders.
• Create your “Will” along with precise asset allocations.
• Play around with a “What if” scenario for Shares.
• Take & restore Data Backups.
In addition to the above mentioned features, VAULT downloads rates for Shares (NSE & BSE), Mutual Funds listed in India as well as Gold & Silver from the internet. This feature may /may not be present depending on the user version. Rates are needed for some options of VAULT & the software downloads the rates, when specified by the user. The downloaded rates are the previous day’s closing rates.