Results 1 to 8 of 8
  1. #1
    Legend Achievements:
    SocialRecommendation Second ClassVeteran50000 Experience Points
    DaddyMac's Avatar
    Join Date
    Oct 2006
    Posts
    14,375
    Thumbs Up
    Received: 1
    Given: 0

    Personal finance software

    Yes - again.

    Long time user of MS Money. Of course, they're getting out of the market. Been using QuickenOnline - which is okay at best. But it has issues, their tech support is non-existant, and worst of all it doesn't really allow for investments or retirement type accounts.

    Tried Quicken Premier 2010 - which is a complete POS.

    So I ask the community here - suggestions? I prefer desktop software. Not all that crazy about hosting my info online, but open to it if the product works well enough.

    Looking for standard banking needs - checking, savings, credit cards. Plus 401K, Roth, and some stock tracking. Budgeting utility is nice, but not really a "must". Reporting is pretty important - use that for basic reporting come tax time.

    TIA.

    Edit: I know about Mint.com. They're now part of Quicken - so I don't expect much for their future. Plus, they don't have my bank as part of their service so they're not really a viable solution. Actually, they're on their list (right web address and all), but it doesn't work. Reported it to tech support back in September and they haven't so much as given me an update, much less fix it. Remind them about monthly. Gave up last month. Apparently the Quicken mindset has taken hold - and they've killed off any semblence of customer service.


    Last edited by DaddyMac; 02-08-2010 at 09:14 AM.

  2. #2
    Addict
    Points: 86,324, Level: 91
    Level completed: 41%, Points required for next Level: 1,126
    Overall activity: 14.0%
    Achievements:
    SocialVeteran50000 Experience Points

    Join Date
    Apr 2006
    Location
    Hudson, Iowa
    Posts
    8,082
    Points
    86,324
    Level
    91
    Thumbs Up
    Received: 35
    Given: 39

    Re: Personal finance software

    I'm a little old fashioned and do that all by hand. I just don't like the thought of someone potentially getting access.

    Throw in the fact, my activity is fairly low, so not that many transactions. I put most of my bills on a credit card so get an itemized statement for that and pay one big check and month end for everything.



  3. #3
    Burgermeister!
    Points: 356,531, Level: 100
    Level completed: 0%, Points required for next Level: 0
    Overall activity: 23.0%
    Achievements:
    SocialVeteran50000 Experience Points
    TykeClone's Avatar
    Join Date
    Oct 2006
    Posts
    22,629
    Points
    356,531
    Level
    100
    Thumbs Up
    Received: 149
    Given: 309

    Re: Personal finance software

    Asteroids are nature's way of asking "How's that space program going?"

  4. #4
    Legend Achievements:
    SocialRecommendation Second ClassVeteran50000 Experience Points
    DaddyMac's Avatar
    Join Date
    Oct 2006
    Posts
    14,375
    Thumbs Up
    Received: 1
    Given: 0

    Re: Personal finance software

    Thanks Tyke -

    Do you use that software yourself?



  5. #5
    Burgermeister!
    Points: 356,531, Level: 100
    Level completed: 0%, Points required for next Level: 0
    Overall activity: 23.0%
    Achievements:
    SocialVeteran50000 Experience Points
    TykeClone's Avatar
    Join Date
    Oct 2006
    Posts
    22,629
    Points
    356,531
    Level
    100
    Thumbs Up
    Received: 149
    Given: 309

    Re: Personal finance software

    Quote Originally Posted by DaddyMac View Post
    Thanks Tyke -

    Do you use that software yourself?
    Yes. I try to use stuff like that when I recommend it. Like any GPL program, the software is free but it sometimes takes some fiddling to get it to work in the manner you'd like it to work.

    It has the feel of an older version of quicken or money (you know - functional).

    It can automatically download stock information after a bit of set up and the reports are fine.


    Asteroids are nature's way of asking "How's that space program going?"

  6. #6
    Starter
    Points: 73,135, Level: 83
    Level completed: 99%, Points required for next Level: 15
    Overall activity: 0%
    Achievements:
    Veteran50000 Experience Points
    Cyballz's Avatar
    Join Date
    Aug 2009
    Posts
    868
    Points
    73,135
    Level
    83
    Thumbs Up
    Received: 30
    Given: 10

    Re: Personal finance software

    excel


    read this post quickly - it might not last long

  7. #7
    Addict
    Points: 179,147, Level: 100
    Level completed: 0%, Points required for next Level: 0
    Overall activity: 4.0%
    Achievements:
    SocialVeteranCreated Album pictures50000 Experience Points

    Join Date
    Oct 2007
    Location
    Marshalltown
    Posts
    9,831
    Points
    179,147
    Level
    100
    Thumbs Up
    Received: 79
    Given: 91

    Re: Personal finance software

    Quote Originally Posted by Cyballz View Post
    excel
    better yet: http://spreadsheets.google.com



  8. #8
    Burgermeister!
    Points: 356,531, Level: 100
    Level completed: 0%, Points required for next Level: 0
    Overall activity: 23.0%
    Achievements:
    SocialVeteran50000 Experience Points
    TykeClone's Avatar
    Join Date
    Oct 2006
    Posts
    22,629
    Points
    356,531
    Level
    100
    Thumbs Up
    Received: 149
    Given: 309

    Re: Personal finance software

    Quote Originally Posted by 1100011CS View Post
    Just because Google doesn't already know enough about you


    Asteroids are nature's way of asking "How's that space program going?"

Posting Permissions

  • You may not post new threads
  • You may not post replies
  • You may not post attachments
  • You may not edit your posts
  •  
  • Football
  • Iowa State vs. North Dakota State
  • August 30, 2014
  • 06:00 PM