Green Sherpa Officially Launches Personal Cash Flow Management(TM) App for Tracking, Planning and Discussing Finances Automatic Categorization, Budge

SANTA BARBARA, Calif., Aug. 26 /PRNewswire/ -- With so many American consumers recognizing the need for more conscientious spending, Green Sherpa is announcing the official launch of its web-based Personal Cash Flow Management(TM) (PCM), the first on-line software solution to bring financial peace-of-mind to budget-conscious American families. The Green Sherpa application employs a three-prong strategy: historical expense tracking, budgeting and planning for the future, and financial collaboration with spouses, CPAs and financial planners.

Green Sherpa's SaaS platform gives consumers the ability to access an aggregated dashboard of all their financial information from any computer, anytime, while offering simple, secure multi-party access for trusted financial collaborators and advisors. The application supports more than 10,000 financial institutions to present consumers with a comprehensive view of their financial outlook by fully integrating bank account, credit card and other pertinent financial information into the platform.

"One of the main differentiators of the Green Sherpa platform is the software's ability to intelligently forecast future cash flow based not only on historical spending, but also on projected income and expenditures," said Masen Yaffee, chief executive officer for Green Sherpa. "With Green Sherpa, consumers truly get a comprehensive view of all their finances, organized and centralized in an intuitive interface."

The Green Sherpa Personal Cash Flow Management platform provides consumers with four key management features:

    --  Centralized Dashboard - Green Sherpa's dashboard tab offers a
        comprehensive bird's eye view of the consumer's finances,
        organizing account balances, current cash flow, pending transactions,
        financial goals, and messages from collaborating users - all in a
        centralized, easy-to-analyze format.
    --  Detailed Account Information On-Demand - The Green Sherpa system syncs
        with financial institutions for up-to-date transaction information and
        accurate balances, automatically categorizing data. Using the Green
        Sherpa interface, consumers can edit categories and transactions, create
        split transactions and reconcile accounts against bank statements.
    --  Cash Flow Projection - Budgeting usually represents an average monthly
        expenditure, while Green Sherpa's projection capabilities take into
        account the fluidity of cash flow. Based on historical spending and -
        perhaps more importantly - customizable projected expenses and income,
        the feature lets users enter one-time anticipated expenses or create
        more complex structures like bi-weekly or bi-monthly schedules.

    --  Goal Keeper for Measuring Monetary Objectives - Set goals, see how goals
        relate to each other, and monitor progress made accomplishing those
        goals with this feature. Goal tracking helps the individual consumer
        understand how close he/she is to achieving a positive money management
        plateau.

The Green Sherpa Personal Cash Flow Management application is available for a free 14-day trial, then by a monthly subscription price of $7.95 or an annual plan for $5.95 monthly. For more information please visit www.greensherpa.com.

About Green Sherpa:

As the technology leader in the burgeoning online personal finance management category, Green Sherpa is a subscription-based Software as a Service (SaaS) application that combines the features and familiarity of conventional personal finance programs with advanced capabilities like data integration, automatic categorization, Web collaboration, goal setting/tracking, improved cash flow and communication with mobile devices like the iPhone. Green Sherpa users never again have to deal with software downloads or updates, data backups or antiquated tools. Green Sherpa, a privately-owned company, is based in Santa Barbara, California. To learn more, visit www.greensherpa.com.

SOURCE Green Sherpa