The Notebook Review forums were hosted by TechTarget, who shut down them down on January 31, 2022. This static read-only archive was pulled by NBR forum users between January 20 and January 31, 2022, in an effort to make sure that the valuable technical information that had been posted on the forums is preserved. For current discussions, many NBR forum users moved over to NotebookTalk.net after the shutdown.
Problems? See this thread at archive.org.

    Finacial software.

    Discussion in 'Windows OS and Software' started by Thaenatos, Jan 5, 2010.

  1. Thaenatos

    Thaenatos Zero Cool

    Reputations:
    1,581
    Messages:
    5,346
    Likes Received:
    126
    Trophy Points:
    231
    Hey guys its been a while since I have had my financial life 100% organized, so here I am asking you guys. I used to use microsoft money 2004 and LOVED it, but with the demise of that product line in mid 2009 I feel that I shouldn't find a copy and use that again. I would love to have something that connects to my accounts so I do not need to enter every little receipt. I know I could just use my banks website and track things, but what I loved about MS money is that it had fancy graphs and budgeting all setup for me. What is your recommendation for a software like this for a home user?

    Thanks
     
    Thaenatos, Jan 5, 2010
    #1
  2. Kdawgca

    Kdawgca rotaredoM repudrepuS RBN

    Reputations:
    5,855
    Messages:
    8,609
    Likes Received:
    2
    Trophy Points:
    206
    Kdawgca, Jan 5, 2010
    #2
  3. Thaenatos

    Thaenatos Zero Cool

    Reputations:
    1,581
    Messages:
    5,346
    Likes Received:
    126
    Trophy Points:
    231
    Thanks! Ill look into it but I like the idea of having an offline so if this has that then it may be for me.
     
    Thaenatos, Jan 5, 2010
    #3
  4. surfasb

    surfasb Titles Shmm-itles

    Reputations:
    2,637
    Messages:
    6,370
    Likes Received:
    0
    Trophy Points:
    205
    I still use a bunch of Excel templates. Then I learned to link them together and make my own charts.

    It has helped shore up my Excel skills.
     
    surfasb, Jan 5, 2010
    #4
  5. Thaenatos

    Thaenatos Zero Cool

    Reputations:
    1,581
    Messages:
    5,346
    Likes Received:
    126
    Trophy Points:
    231
    Lol I do not have the time to make a spread sheet system nor would I want to. I did alot of that and macro stuff for my office a few years ago and I have to say I despise it. But thanks for the idea :p.
     
    Thaenatos, Jan 5, 2010
    #5
  6. surfasb

    surfasb Titles Shmm-itles

    Reputations:
    2,637
    Messages:
    6,370
    Likes Received:
    0
    Trophy Points:
    205
    I downloaded a template from office.microsoft.com
     
    surfasb, Jan 5, 2010
    #6
  7. newsposter

    newsposter Notebook Virtuoso

    Reputations:
    801
    Messages:
    3,881
    Likes Received:
    0
    Trophy Points:
    105
    Try gnucash
     
    newsposter, Jan 5, 2010
    #7
  8. swarmer

    swarmer beep beep

    Reputations:
    2,071
    Messages:
    5,234
    Likes Received:
    0
    Trophy Points:
    205
    Intuit Quicken is the biggest paid program... GNU Cash is a free alternative... and Mint is an online one. I haven't really used any of them.
     
    swarmer, Jan 5, 2010
    #8
  9. surfasb

    surfasb Titles Shmm-itles

    Reputations:
    2,637
    Messages:
    6,370
    Likes Received:
    0
    Trophy Points:
    205
    All programs are going to feature a learning period. Might as well make the most of the learning period by learning some very versatile skills.
     
    surfasb, Jan 5, 2010
    #9
  10. ressom.

    ressom. Notebook Consultant

    Reputations:
    15
    Messages:
    104
    Likes Received:
    0
    Trophy Points:
    30
    I'm in the same boat as you. I've been using MS Money for about 10 years and it worked great.

    My online services expired last month and I've been running a script to automatically download quotes and I've been manually entering transactions.

    I think our only option is Quicken. Evidently Quicken is releasing an update to their MS Money converter in a couple of weeks. I plan on taking the plunge then.
     
    ressom., Jan 6, 2010
    #10
  11. BrandonSi

    BrandonSi Notebook Savant

    Reputations:
    571
    Messages:
    1,444
    Likes Received:
    0
    Trophy Points:
    55
    I'll second mint.com. It's so easy and useful.
     
    BrandonSi, Jan 6, 2010
    #11
  12. Thaenatos

    Thaenatos Zero Cool

    Reputations:
    1,581
    Messages:
    5,346
    Likes Received:
    126
    Trophy Points:
    231
    Im thinking about using quicken. Is there a fee for it to connect to my bank and update transactions?

    It looks good and all but I need an offline version too.
     
    Thaenatos, Jan 6, 2010
    #12
  13. pixelot

    pixelot Notebook Acolyte

    Reputations:
    3,732
    Messages:
    6,833
    Likes Received:
    0
    Trophy Points:
    205
    +1 for GnuCash. I've been using it and it works great.

    Cheers... :)
     
    pixelot, Jan 10, 2010
    #13
  14. Thaenatos

    Thaenatos Zero Cool

    Reputations:
    1,581
    Messages:
    5,346
    Likes Received:
    126
    Trophy Points:
    231
    Well I bit the bullet and got quicken. Works great and I have everything setup right. The only issue I have had with it so far is the online updating system. Its not very accurate, it seems I have to re-categorize everything and the delay on updates is just plain too long. But that's all fixed with manual entries (I don't make too many purchases). Really stinks that the main feature I wanted doesn't work like I thought it would, but all in all its been less then a week and I already have improved my financial organization and situation. So far worth the money.
     
    Thaenatos, Jan 11, 2010
    #14