Frequently asked questions

Most common

Downloading and installing


Categories and payees

Cash, credit and other accounts



Importing transactions


Account and transfers management



How can I manage term accounts?

A term account is typically an account that doesn't require much management. Usually, part of you checkings account balance is transfered to the term application (term deposit). So it's basically an account you shouldn't move. When the deposit term ends the term deposit is transfered back into your checkings account along with interests.

If it's an automatically renewable term with capitalized interests, everytime it matures, your checkings account is credited with the interests value.

How does it work on Boonzi?

  1. In Boonzi, navigate to Accounts under Configuration, on the main menu on the left, and click New account to create the term account
  2. Create a transfer transaction from your checkings account to your term account with the term deposit
  3. Every time it matures, create a transfer from your term account to your checkings account
  4. You should also create an income transaction with the interests value
If it's an automatically renewable term with capitalized interests you should follow the same process except that:
  1. There is no transfer transaction from your term account to your checkings account (step 3). (Except when the account is closed)
  2. The income transaction (from step 4) must be registered in the terms account.
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Thought out in detail

A license for the whole family

There is no limit to the number of profiles per license and you can install Boonzi on up to three computers.

Confidential and secure

Your information is securely recorded in your own computer, with powerful optional password protection.

Compatible with Windows and Mac

Boonzi runs on Windows 8, 7, Vista, Server and XP and MacOS X v10.6, v10.7 and v10.8.

Satisfaction guarantee

If you are not fully satisfied in the first 15 days, we will return your full payment (minus a 4% service fee).

Multi-language and multi-currency

Boonzi is in English and Portuguese and works with all of the world’s main currencies, calculating exchange rates automatically.

Automatic updates included

All updates are included during one year. Boonzi will automatically check for these and download them to your computer.