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Financial Software Roundup!

Sharp10rSharp10r Registered User regular
edited January 2010 in Help / Advice Forum
OK, so it's time my wife and I got our financial house in order. I need something that can import a quicken file or CSV from my bank. What do I want to do?
capture costs. create budgets. MAYBE- get something that can sort and seperate business related expenses. So should I just go with Quicken because it works with my bank or will other stuff work to? Which is best? Are my concerns with the free online sites warranted (I don't trust them)?
Thanks for the help and advice!

Sharp10r on

Posts

  • WeretacoWeretaco Cubicle Gangster Registered User regular
    edited January 2010
    I use Quicken personally and really like it.
    Microsoft money has been dumped now so don't bother with it.
    Mint was bought by Quicken so you can probably rely on them being pretty safe to use.

    I also ran across BudgetPulse.com recently which doesn't interact with your bank like Mint does (good online option for Canada where we never get proper bank support)

    Weretaco on
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  • TejsTejs Registered User regular
    edited January 2010
    I like using Mint.com - it lets you import the data directly from the bank without having to export to Excel or a CSV file. I'm assuming you've been using Online Banking.

    Mint.com can tag items by custom defined labels - so tax related, business related, etc.

    Tejs on
  • a5ehrena5ehren AtlantaRegistered User regular
    edited January 2010
    Tejs wrote: »
    I like using Mint.com - it lets you import the data directly from the bank without having to export to Excel or a CSV file. I'm assuming you've been using Online Banking.

    Mint.com can tag items by custom defined labels - so tax related, business related, etc.

    I've been using Mint as well, and I like it. They got bought by Intuit (aka Quicken) recently, so I don't know how much longer it'll be free :?

    a5ehren on
  • RhinoRhino TheRhinLOL Registered User regular
    edited January 2010
    I've tried mint 3 times. I really don't like it. It has had problems with some of my banks. The older versions didn't let you manually upload a cvs/quicken file (hopefully the new version does now?). It was all buggy and weird about sorting/displaying things. I haven't used it in a year, so maybe they finally got their act together. Its' free, so costs nothing to try.

    Quicken is ok. It can have weird problems grabbing data from bansk too.

    MS is [was] good. It was great at downloading bank info. Also had good support for investments. Sadly it's discontinued.

    Here is 16 mini-reviews: http://www.getrichslowly.org/blog/2009/07/01/good-bye-microsoft-money-16-powerful-personal-finance-programs/

    Personally, I like excel. It's more manual and have to munge up cvs files; but find it's a lot more flexible and powerful.

    Rhino on
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