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Personal Financial Management Software Recommendation

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  • S Single Step Debugger

    I was working on such application like a hobby project, but then my daughter was born…

    The narrow specialist in the broad sense of the word is a complete idiot in the narrow sense of the word. Advertise here – minimum three posts per day are guaranteed.

    J Offline
    J Offline
    Joe Woodbury
    wrote on last edited by
    #18

    I misread your comment at first as that you were doing financial management as a hobby, and then your daughter was born. Having a now 21-year-old (who has a stubborn daughter of her own) I sympathized.

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    • J Joe Woodbury

      I misread your comment at first as that you were doing financial management as a hobby, and then your daughter was born. Having a now 21-year-old (who has a stubborn daughter of her own) I sympathized.

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      Mycroft Holmes
      wrote on last edited by
      #19

      Ain't it a joy when your kids have their own little horrors to deal with. Poetic justice has been visited on my daughter as she has really stubborn, cantankerous little girl, ah justice.

      Never underestimate the power of human stupidity RAH

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      • R RCoate

        I use wife 1.0 Only has a few problems. Gets all of my money. Doesn't give accurate financial reports on some all credit cards. Restricts what items may be purchased. But has a few benefits (including, but not limited to). Tracks all income and expenditure (it is only reporting that is buggy). Pays bills on time. Has a nice interface (sometimes). Biggest problem is that it fights back when it needs to be rebooted! (see reporting).

        M Offline
        M Offline
        Mycroft Holmes
        wrote on last edited by
        #20

        Yup I find wife 1.0 the best solution. I have a friend who upgrades regularly and is using wife 3.0, he is having terrible trouble purging 1.0 and 2.0 from his finances.

        Never underestimate the power of human stupidity RAH

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        • M Mycroft Holmes

          Yup I find wife 1.0 the best solution. I have a friend who upgrades regularly and is using wife 3.0, he is having terrible trouble purging 1.0 and 2.0 from his finances.

          Never underestimate the power of human stupidity RAH

          R Offline
          R Offline
          RCoate
          wrote on last edited by
          #21

          Upgrade is not an option in my case. Wife 1.0 would start process Kill(Husband:=current, Pain:=max)

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          • B BRShroyer

            Looking for some recommendation for a personal financial management software product. Preferably free. I'd like it to show upcoming bills and how much they total. I used to use Microsoft Money, but ever since 2005 it kept getting worse and worse. I haven't used any for a while since my wife and I have a joint account and I don't have a supercomputer to run the software on to keep up with her. I recently got a separate account to pay bills out of and looking at using the software to manage it. Thanks.

            Brad Deja Moo - When you feel like you've heard the same bull before.

            O Offline
            O Offline
            Olfello
            wrote on last edited by
            #22

            Hi, we currently converting our Cash Flow EXCEL VBA project to C# managed code. The application allows for basic cash planning based on a yearly forecast including revenue planning, tax and health care expense estimation. Currently it supports only Austria rules and regulations, but with some help from abroad it would be possible to support virtually every country. We are also looking into Office 2010 Web possiblities. Big question: Would one pay for such an application and how much? If you are interessted just reply to this message and I we get an Email.

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            • B BRShroyer

              Looking for some recommendation for a personal financial management software product. Preferably free. I'd like it to show upcoming bills and how much they total. I used to use Microsoft Money, but ever since 2005 it kept getting worse and worse. I haven't used any for a while since my wife and I have a joint account and I don't have a supercomputer to run the software on to keep up with her. I recently got a separate account to pay bills out of and looking at using the software to manage it. Thanks.

              Brad Deja Moo - When you feel like you've heard the same bull before.

              P Offline
              P Offline
              poliveira
              wrote on last edited by
              #23

              Hi Brad, Try jGnash. Regards, Pedro Oliveira

              1 Reply Last reply
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              • B BRShroyer

                Looking for some recommendation for a personal financial management software product. Preferably free. I'd like it to show upcoming bills and how much they total. I used to use Microsoft Money, but ever since 2005 it kept getting worse and worse. I haven't used any for a while since my wife and I have a joint account and I don't have a supercomputer to run the software on to keep up with her. I recently got a separate account to pay bills out of and looking at using the software to manage it. Thanks.

                Brad Deja Moo - When you feel like you've heard the same bull before.

                J Offline
                J Offline
                JasonPSage
                wrote on last edited by
                #24

                Intuit is pretty much the leader for this sort of thing. I'm all about trying the applications too... but we use Quickbooks 9 Pro, for business and home. You might be able to get the basic version... but I don't think you'd mind the extras; your call. I know Intuit used to have Quicken for home finances and they may still; if so it should be cheaper... it'll hopefully be like Microsoft Money with the exception you like it a lot more :) There is something to using Excel or just spreadsheets, in that you're not married to a particular software. In short; shop around because once you start entering data and spending time with a specific accounting software, it's not easy to switch as you probably know. --Jason

                Know way too many languages... master of none!

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                • B BRShroyer

                  Looking for some recommendation for a personal financial management software product. Preferably free. I'd like it to show upcoming bills and how much they total. I used to use Microsoft Money, but ever since 2005 it kept getting worse and worse. I haven't used any for a while since my wife and I have a joint account and I don't have a supercomputer to run the software on to keep up with her. I recently got a separate account to pay bills out of and looking at using the software to manage it. Thanks.

                  Brad Deja Moo - When you feel like you've heard the same bull before.

                  V Offline
                  V Offline
                  vantoora
                  wrote on last edited by
                  #25

                  Bonjour to all, Have you ever thinking about Quicken ? I used Microsoft Money too before but this one seems better than Microsoft Money. Gnu Cash also is good as suggested sooner if you are using Linux OS. Wish this help you. Cheers :-\

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                  • B BRShroyer

                    Looking for some recommendation for a personal financial management software product. Preferably free. I'd like it to show upcoming bills and how much they total. I used to use Microsoft Money, but ever since 2005 it kept getting worse and worse. I haven't used any for a while since my wife and I have a joint account and I don't have a supercomputer to run the software on to keep up with her. I recently got a separate account to pay bills out of and looking at using the software to manage it. Thanks.

                    Brad Deja Moo - When you feel like you've heard the same bull before.

                    B Offline
                    B Offline
                    Brad Stiles
                    wrote on last edited by
                    #26

                    It ain't free, but we've been using Quicken for a number of years now, and we're happy with it. We use the Home Premium version so I can keep track of the stocks my wife has accumulated over the years, but if all you want is to track the bank accounts, the Basic version should be sufficient. That version can usually be had at Wal-Mart, SAM's CostCo, etc for around $30. The biggest benefit for me is the ability to download transactions from my banks. Saves a bunch of data entry, and nobody can hide anything. :)

                    Currently reading: "The Prince", by Nicolo Machiavelli

                    1 Reply Last reply
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                    • B BRShroyer

                      Looking for some recommendation for a personal financial management software product. Preferably free. I'd like it to show upcoming bills and how much they total. I used to use Microsoft Money, but ever since 2005 it kept getting worse and worse. I haven't used any for a while since my wife and I have a joint account and I don't have a supercomputer to run the software on to keep up with her. I recently got a separate account to pay bills out of and looking at using the software to manage it. Thanks.

                      Brad Deja Moo - When you feel like you've heard the same bull before.

                      D Offline
                      D Offline
                      Drozzy
                      wrote on last edited by
                      #27

                      Hello, I am not sure how applicable my advice would be to you, but I was also looking for a "perfect" financial app. The solution I propose may sound strange and I thought so as well at first, but for the last few months I've got great use out of it. What's more is I keep using it cause it's kinda rewarding to see the moneys u spent, whereas with previous desktop apps I end up using them for a week and give up because they were too time consuming, frustrating or complicated. Anyways I remommend EasyMoney for Android. Yes it's a mobile application. But let me say that it beats any quick-shmoooks-money hands down. It has budgets, bill reminders and your transactions. Link Advantages over conventional desktop app: 1. much faster startup 2. easier user interface 3. don't have to wait to get home to enter a transaction 4. easy to check the status of your financers/balance anytime 5. allows me to set and check my budgets on the go 6. has some reporting built it Oh yah, and you get a nice chrismas present too, by gettting Android phone for it ;-) I recommend the magic, but if you like the expandable keyboard go with G1.

                      1 Reply Last reply
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                      • B BRShroyer

                        Looking for some recommendation for a personal financial management software product. Preferably free. I'd like it to show upcoming bills and how much they total. I used to use Microsoft Money, but ever since 2005 it kept getting worse and worse. I haven't used any for a while since my wife and I have a joint account and I don't have a supercomputer to run the software on to keep up with her. I recently got a separate account to pay bills out of and looking at using the software to manage it. Thanks.

                        Brad Deja Moo - When you feel like you've heard the same bull before.

                        P Offline
                        P Offline
                        Preev
                        wrote on last edited by
                        #28

                        The obvious answer is Quicken, time tested, mother approved. Just spend the money, you know it'll be around for years.

                        DP

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                        • C Chris Meech

                          Sorry, I've not got a recommendation for you. But hey, consider yourself lucky that you've got finances that need managing. :)

                          Chris Meech I am Canadian. [heard in a local bar] In theory there is no difference between theory and practice. In practice there is. [Yogi Berra]

                          F Offline
                          F Offline
                          Fabio Franco
                          wrote on last edited by
                          #29

                          I disagree, I need finances that need management. If I don't manage it, bills don't get paid in the end of the month. If I were lucky I wouldn't need to know where I should cut costs.

                          C 1 Reply Last reply
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                          • B BRShroyer

                            Looking for some recommendation for a personal financial management software product. Preferably free. I'd like it to show upcoming bills and how much they total. I used to use Microsoft Money, but ever since 2005 it kept getting worse and worse. I haven't used any for a while since my wife and I have a joint account and I don't have a supercomputer to run the software on to keep up with her. I recently got a separate account to pay bills out of and looking at using the software to manage it. Thanks.

                            Brad Deja Moo - When you feel like you've heard the same bull before.

                            L Offline
                            L Offline
                            Lost User
                            wrote on last edited by
                            #30

                            I used MS Money for years and also found it lacking. Switched to MoneyDance[^] about 1.5 years ago. It isn't free but it handles sub-accounts really well which for me was a requirement. It imported the MS Money stuff without a problem. So far, so good.

                            1 Reply Last reply
                            0
                            • B BRShroyer

                              Looking for some recommendation for a personal financial management software product. Preferably free. I'd like it to show upcoming bills and how much they total. I used to use Microsoft Money, but ever since 2005 it kept getting worse and worse. I haven't used any for a while since my wife and I have a joint account and I don't have a supercomputer to run the software on to keep up with her. I recently got a separate account to pay bills out of and looking at using the software to manage it. Thanks.

                              Brad Deja Moo - When you feel like you've heard the same bull before.

                              D Offline
                              D Offline
                              davsha77
                              wrote on last edited by
                              #31

                              Have you tried Quicken? You can get a free copy, especially as tax season approaches. It is easy to use and tracks quite a bit of information. Plus, unlike Mint (now owned by Intuit as well) you can do transactions in the program and send them to the Bank. My wife and I have been using it for years and love it.

                              1 Reply Last reply
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                              • R RCoate

                                I use wife 1.0 Only has a few problems. Gets all of my money. Doesn't give accurate financial reports on some all credit cards. Restricts what items may be purchased. But has a few benefits (including, but not limited to). Tracks all income and expenditure (it is only reporting that is buggy). Pays bills on time. Has a nice interface (sometimes). Biggest problem is that it fights back when it needs to be rebooted! (see reporting).

                                L Offline
                                L Offline
                                ludemade
                                wrote on last edited by
                                #32

                                RCoate wrote:

                                I use wife 1.0

                                I hear the wife 2.0 upgrade is expensive and not guaranteed to fix the reporting issues. The upgrade costs 50% of assets, and alimony plus child support to boot. Personally, I will keep wife 1.0 even with it's reporting issues.

                                1 Reply Last reply
                                0
                                • F Fabio Franco

                                  I disagree, I need finances that need management. If I don't manage it, bills don't get paid in the end of the month. If I were lucky I wouldn't need to know where I should cut costs.

                                  C Offline
                                  C Offline
                                  Chris Meech
                                  wrote on last edited by
                                  #33

                                  Like my grandpa taught me, "You either manage your money, or it will manage you." :)

                                  Chris Meech I am Canadian. [heard in a local bar] In theory there is no difference between theory and practice. In practice there is. [Yogi Berra]

                                  1 Reply Last reply
                                  0
                                  • P Preev

                                    The obvious answer is Quicken, time tested, mother approved. Just spend the money, you know it'll be around for years.

                                    DP

                                    S Offline
                                    S Offline
                                    skydvr
                                    wrote on last edited by
                                    #34

                                    ...as long as you KEEP spending the money time and time again as they "discontinue" their previous versions.....

                                    1 Reply Last reply
                                    0
                                    • V vantoora

                                      Bonjour to all, Have you ever thinking about Quicken ? I used Microsoft Money too before but this one seems better than Microsoft Money. Gnu Cash also is good as suggested sooner if you are using Linux OS. Wish this help you. Cheers :-\

                                      S Offline
                                      S Offline
                                      skydvr
                                      wrote on last edited by
                                      #35

                                      vantoora wrote:

                                      Gnu Cash also is good as suggested sooner if you are using Linux OS.

                                      There's a windows build as well....

                                      1 Reply Last reply
                                      0
                                      • J JasonPSage

                                        Intuit is pretty much the leader for this sort of thing. I'm all about trying the applications too... but we use Quickbooks 9 Pro, for business and home. You might be able to get the basic version... but I don't think you'd mind the extras; your call. I know Intuit used to have Quicken for home finances and they may still; if so it should be cheaper... it'll hopefully be like Microsoft Money with the exception you like it a lot more :) There is something to using Excel or just spreadsheets, in that you're not married to a particular software. In short; shop around because once you start entering data and spending time with a specific accounting software, it's not easy to switch as you probably know. --Jason

                                        Know way too many languages... master of none!

                                        C Offline
                                        C Offline
                                        cgh1977
                                        wrote on last edited by
                                        #36

                                        :mad: Sorry, but Quicken has degenerated into a marginally usable random aggravation generator. I loved it back in the DOS days, but the Windows versions have progressively added features that are so buggy you're better off not even TRYING to use them. Just when you think, "Cool! It does that?" you try it and bizarre roadblocks pop up at every turn. One example: Quicken 2009 Rental Manager: if you click the search tab in the Help window... nothing happens; no search box, no list of subjects, nothing. Completely unusable. Even rudimentary QA should have caught that one. Here's another one: If you try to enable online update for an existing credit card account it gets stuck in a mode where it refuses to list the available credit card accounts so you can't do it. You have to export the data, delete the account, recreate the account and configure online update, then reimport the data. Feh! They're pinging me about upgrading to Quicken 2010, and I've heard rumors they have a hidden time limit on certain features that stop working after a particular date. If that's true, I'll drop Quicken like I did TurboTax. Using clay tablets and a pointed stick is less frustrating than Quicken. X|

                                        J 2 Replies Last reply
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                                        • B BRShroyer

                                          Looking for some recommendation for a personal financial management software product. Preferably free. I'd like it to show upcoming bills and how much they total. I used to use Microsoft Money, but ever since 2005 it kept getting worse and worse. I haven't used any for a while since my wife and I have a joint account and I don't have a supercomputer to run the software on to keep up with her. I recently got a separate account to pay bills out of and looking at using the software to manage it. Thanks.

                                          Brad Deja Moo - When you feel like you've heard the same bull before.

                                          M Offline
                                          M Offline
                                          Matthew Barnett
                                          wrote on last edited by
                                          #37

                                          This is CodeProject. Why not write something? :)

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