About H/A Pro

Earning and Spending money is a requirement for almost everyone.

Managing money is also a requirement, but many people find it too difficult or "boring", and many of those with tight budgets manage their finances using "guesswork", waiting for bank alerts, hoping to not bounce a check or pay overdraft fees.

Financial institutions take advantage of people who use this "Spend and Hope" method looking only at their current balance to see if they can purchase something now.

It is critical to use knowledge of what obligations are coming up in the future (bills, payments, etc.) to make solid daily purchasing decisions.

Managing finances cannot be done effectively ONLY on a cell phone such as relying on "overdraft protection" alerts that banks use to sell their services

Cell phones are excellent notification, verification, and transaction tools but it is hard to see the totality of one's financial situation on a small screen

It is important to view sufficient information at one time on a larger screen to get the "Big Picture" of where one's finances have been and where they are headed.

 The primary feature of H/A Pro is a forward-looking approach to budget tracking. With clear visibility into future account balances based on short and long-term bills and other payment obligations, current purchases can be accomplished with confidence and a Long-Term Financial Plan can be set up.

The entry and maintenance of transactions into financial management software is common to all financial applications for both business and home.  H/A Pro's approach is simple and easy and is focused on accuracy so budgets, reports, taxes, etc can be utilized and produced with maximum reliability.   H/A Pro saves users time by providing easy adding, deleting copying, and importing transactions.  H/A pro does NOT include automated categorization as this creates inaccuracies and requires more time to edit and fix than entering them correctly in the first place.

Starting in 1981, David Hislop (shown above in the late 1980's) enjoyed a 35-year career as a Marketing, Sales, and Financial Analyst in several large corporate environments. He witnessed the data analytics revolution first hand and hands on.  His skills, developed over the years, included configuration and implementation of several large corporate "ERP" systems along with designing and programming end-user reporting and other applications using SQL Server, Microsoft Excel, Access, Salesforce.com, and other software environments.

H/A Pro was conceived and developed by David starting in the mid-2000s using Microsoft Excel.  The original goal was to manage his finances.  At the beginning of 2022, he transformed what he had created into a comprehensive personal financial tracking and planning application for use by others.  The goal has been to make H/A Pro easy to use by people with a wide spectrum of software, Excel, and finance skill levels from beginner to expert.  It includes comprehensive Help for each screen.

H/A Pro requires Microsoft Excel 2014 or later and a MAC or PC computer that is as current as possible.  Currently H/A Pro will not work on iPads (the Excel version is different).