Page 1 of 2 12 LastLast
Results 1 to 15 of 21
  1. #1
    Pro
    Points: 35,507, Level: 58
    Level completed: 5%, Points required for next Level: 1,143
    Overall activity: 0%
    Achievements:
    SocialVeteran25000 Experience Points
    4VR4CY's Avatar
    Join Date
    Aug 2007
    Location
    Ankeny, IA
    Posts
    3,473
    Points
    35,507
    Level
    58
    Thumbs Up
    Received: 0
    Given: 3

    Personal Financial Software

    Any suggestions? Quicken/Money/etc?

    I see that Money has more support for tracking investments so that would be nice, but does anyone have experience with it?



  2. #2
    Legend
    Points: 118,678, Level: 100
    Level completed: 0%, Points required for next Level: 0
    Overall activity: 3.0%
    Achievements:
    Veteran50000 Experience Points
    ISUKyro's Avatar
    Join Date
    Oct 2006
    Location
    Houston, TX
    Posts
    10,804
    Points
    118,678
    Level
    100
    Thumbs Up
    Received: 751
    Given: 1,812

    Re: Personal Financial Software

    Microsoft Excel - take some time and set up all your formulas and links and you're good to go.



  3. #3
    Pro
    Points: 25,482, Level: 48
    Level completed: 94%, Points required for next Level: 68
    Overall activity: 2.0%
    Achievements:
    Veteran25000 Experience Points
    psycln11's Avatar
    Join Date
    Apr 2006
    Location
    Ankeny
    Posts
    2,646
    Points
    25,482
    Level
    48
    Thumbs Up
    Received: 18
    Given: 16

    Re: Personal Financial Software

    Quote Originally Posted by 4VR4CY View Post
    Any suggestions? Quicken/Money/etc?

    I see that Money has more support for tracking investments so that would be nice, but does anyone have experience with it?
    I use Money, but more or less just to balance my checkbook.

    I haven't taken the time to set up my portfolio yet.



  4. #4
    Pro
    Points: 35,507, Level: 58
    Level completed: 5%, Points required for next Level: 1,143
    Overall activity: 0%
    Achievements:
    SocialVeteran25000 Experience Points
    4VR4CY's Avatar
    Join Date
    Aug 2007
    Location
    Ankeny, IA
    Posts
    3,473
    Points
    35,507
    Level
    58
    Thumbs Up
    Received: 0
    Given: 3

    Re: Personal Financial Software

    Excel doesn't like to my bank account or other accounts automatically or give tax advice. I am looking for something more robust for tracking spending, accounts etc.



  5. #5
    Addict
    Points: 77,215, Level: 86
    Level completed: 37%, Points required for next Level: 1,135
    Overall activity: 0%
    Achievements:
    Veteran50000 Experience Points
    cytech's Avatar
    Join Date
    Apr 2006
    Location
    Hiawatha, Iowa
    Posts
    6,313
    Points
    77,215
    Level
    86
    Thumbs Up
    Received: 90
    Given: 30

    Re: Personal Financial Software

    I have not used to the 2008 version at all yet but it is free so might be worth giving a shot.
    Download details: Office Accounting Express 2008



  6. #6
    Legend
    Points: 412,466, Level: 100
    Level completed: 0%, Points required for next Level: 0
    Overall activity: 11.0%
    Achievements:
    SocialRecommendation Second ClassVeteran50000 Experience Points
    bos's Avatar
    Join Date
    Apr 2006
    Posts
    25,631
    Points
    412,466
    Level
    100
    Thumbs Up
    Received: 2,982
    Given: 2,178

    Re: Personal Financial Software

    I use money. Its pretty simple and easy to use.



  7. #7
    Speechless
    Points: 353,312, Level: 100
    Level completed: 0%, Points required for next Level: 0
    Overall activity: 1.0%
    Achievements:
    SocialYour first GroupVeteranCreated Album pictures50000 Experience Points
    isucyfan's Avatar
    Join Date
    Apr 2006
    Location
    Saint Paul, MN
    Posts
    19,883
    Points
    353,312
    Level
    100
    Thumbs Up
    Received: 139
    Given: 7

    Re: Personal Financial Software

    Check out Mint.com

    It is free, and ad-based, but I have heard it is good for tracking spending, budgeting, etc.


    Forever trying to find a cure for the Dunning-Kruger Effect.

  8. #8
    All-Star
    Points: 34,547, Level: 57
    Level completed: 25%, Points required for next Level: 903
    Overall activity: 0%
    Achievements:
    Veteran25000 Experience Points
    goldmember's Avatar
    Join Date
    May 2006
    Posts
    1,445
    Points
    34,547
    Level
    57
    Thumbs Up
    Received: 29
    Given: 8

    Re: Personal Financial Software

    Quote Originally Posted by 4VR4CY View Post
    Any suggestions? Quicken/Money/etc?

    I see that Money has more support for tracking investments so that would be nice, but does anyone have experience with it?

    Quicken, hands down.



  9. #9
    All-Star
    Points: 17,291, Level: 40
    Level completed: 6%, Points required for next Level: 759
    Overall activity: 9.0%
    Achievements:
    Veteran10000 Experience Points
    mramseyISU's Avatar
    Join Date
    Nov 2006
    Location
    Waterloo, IA
    Posts
    1,256
    Points
    17,291
    Level
    40
    Thumbs Up
    Received: 132
    Given: 125

    Re: Personal Financial Software

    I use Quicken and have for years, I really like how easy it is to use.



  10. #10
    Addict
    Points: 66,985, Level: 80
    Level completed: 34%, Points required for next Level: 1,065
    Overall activity: 0%
    Achievements:
    SocialVeteran50000 Experience Points
    Cyclonesrule91's Avatar
    Join Date
    Apr 2006
    Location
    Waukee
    Posts
    5,018
    Points
    66,985
    Level
    80
    Thumbs Up
    Received: 89
    Given: 300

    Re: Personal Financial Software

    I have used money since the mid 90's and love it. You can track retirement accounts quite easily and exporting transactions from your bank is a treat, especially when you have everything already entered then Money balances your checking account so you don't have to go item by item down the list. Right now I am using Money 2003 so I would imagine the new versions offer more making it better.

    I would imagine if I started out using Quicken, I would be saying the same thing about that program as I am sure they both do about the same thing. You can track loan information and set up budgets and if you have a part of your business that you can deduct expenses you have during the year and you stink at tracking it as you go, the programs are great for getting you the information quite quickly come tax time.



  11. #11
    Hall-Of-Famer
    Points: 44,412, Level: 65
    Level completed: 13%, Points required for next Level: 1,138
    Overall activity: 0%
    Achievements:
    Veteran25000 Experience Points
    cloneu's Avatar
    Join Date
    Jul 2007
    Location
    Urbandale
    Posts
    4,402
    Points
    44,412
    Level
    65
    Thumbs Up
    Received: 153
    Given: 47

    Re: Personal Financial Software

    I have used both Money (in the past) and Quicken (now). I liked them both, but I have done pretty basic stuff with them just to help track some expenses and income, nothing with investments and such. My dad uses Quicken for his farm stuff and loves it.

    I don't think you probably could go wrong with either.



  12. #12
    Pro
    Points: 35,507, Level: 58
    Level completed: 5%, Points required for next Level: 1,143
    Overall activity: 0%
    Achievements:
    SocialVeteran25000 Experience Points
    4VR4CY's Avatar
    Join Date
    Aug 2007
    Location
    Ankeny, IA
    Posts
    3,473
    Points
    35,507
    Level
    58
    Thumbs Up
    Received: 0
    Given: 3

    Re: Personal Financial Software

    I am leaning toward Quicken Deluxe. It says that it is better, if you have already had Quicken Starter. But, I want more than the Starter version. So, I hope it is ok to get/setup even if I haven't had Quicken before.

    I use TurboTax every year, so that is a plus too.



  13. #13
    Addict
    Points: 66,985, Level: 80
    Level completed: 34%, Points required for next Level: 1,065
    Overall activity: 0%
    Achievements:
    SocialVeteran50000 Experience Points
    Cyclonesrule91's Avatar
    Join Date
    Apr 2006
    Location
    Waukee
    Posts
    5,018
    Points
    66,985
    Level
    80
    Thumbs Up
    Received: 89
    Given: 300

    Re: Personal Financial Software

    Have you done any checking to see what Money and Quicken cost? Just wondering as I am looking to upgrade hopefully in the near future.

    Also, 4VRCY, do you have any idea how many times I have read that dumb book in your avatar to my 3 daughters when they were around 2-3 trying to get them potty trained?????? Looking at that cover makes me cringe. 2 down on the potty training and the third one is almost there now so hopefully that book can go and collect dust somewhere else in the near future.



  14. #14
    Pro
    Points: 35,507, Level: 58
    Level completed: 5%, Points required for next Level: 1,143
    Overall activity: 0%
    Achievements:
    SocialVeteran25000 Experience Points
    4VR4CY's Avatar
    Join Date
    Aug 2007
    Location
    Ankeny, IA
    Posts
    3,473
    Points
    35,507
    Level
    58
    Thumbs Up
    Received: 0
    Given: 3

    Re: Personal Financial Software

    Quote Originally Posted by Cyclonesrule91 View Post
    Have you done any checking to see what Money and Quicken cost? Just wondering as I am looking to upgrade hopefully in the near future.

    Also, 4VRCY, do you have any idea how many times I have read that dumb book in your avatar to my 3 daughters when they were around 2-3 trying to get them potty trained?????? Looking at that cover makes me cringe. 2 down on the potty training and the third one is almost there now so hopefully that book can go and collect dust somewhere else in the near future.
    Quicken Deluxe is $59.99 on their site, I am sure it is less expensive on other sites. MS Money is $49.99 (but you have to mail in a $30 rebate).



  15. #15
    Swarm & Punish
    Points: 326,259, Level: 100
    Level completed: 0%, Points required for next Level: 0
    Overall activity: 9.0%
    Achievements:
    SocialVeteranCreated Album pictures50000 Experience Points
    keepngoal's Avatar
    Join Date
    Jun 2006
    Posts
    22,286
    Points
    326,259
    Level
    100
    Thumbs Up
    Received: 1,999
    Given: 4,766

    Re: Personal Financial Software

    Quote Originally Posted by 4VR4CY View Post
    I am leaning toward Quicken Deluxe. It says that it is better, if you have already had Quicken Starter. But, I want more than the Starter version. So, I hope it is ok to get/setup even if I haven't had Quicken before.

    I use TurboTax every year, so that is a plus too.
    Either Quicken or Money... both are the same thing (find the best deal and don't look back). I am NOT an Intuit guy, so I lean towards Money. But you really need to switch from TurboTax to Taxact ... Iowa based company and a great product. It was so good as Parsons Tax Edge, Intuit bought it help their brand.

    - keep.


    This post is pending approval of site sponsors.

Posting Permissions

  • You may not post new threads
  • You may not post replies
  • You may not post attachments
  • You may not edit your posts
  •  
  • TV: ESPN
  • HOOPS: Iowa State vs. Texas
  • February 13, 2016
  • 07:30 PM