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I like Quicken. Tried spreadsheets, but without a (then) easy way of imputing all the transaction, Manually entering them is something I would never do.
Just Check i have over 17,000 transaction in Quicken, Most of the transaction AutoUpdate from the banks/credit cards/etc. Quicken remember what category they go into. So ~90% will show up in the correct category right from the downloads, (5% I need to correct on 1st use of that vendor to correctly align it to my category , 5% need to be updated because the default it took, from the history is not where i wanted to allocate that expense )
Makes for easy reporting of where my money is being spent, and doing managing the Stocks/Mutual Fund Value, The deluxe version is good for stock pricing, wish it had better Stock/MF charting/
I was a fan of Mint when Clark Howard discussed it on his show a few years back. Initially it was good, free, but it keeps having communication errors with banks and credit card companies.
Before that I used Quicken, but I stopped using them when they refused to provide any support after paying for the software.
So what do you use to track your finances?
Have used Quicken since the Dark Ages.
You do know that Intuit, the makers of Quicken and TurboTax, owns Mint?
I've been using quicken, finally figured out to open a new file for each calendar year so i could sort my expenses into categories for tax deductibles. Once in a while I do a household budget printout to get an idea of how much I spend per month, but I don't have the patience to make quicken do all it can do in the area of categorization.
BUT now my software is demanding an update and the laptop it is loaded on has a power jack issue and I can'[t access it at all, so I'm going to try Mint this year. I opened an account earlier in the year but it automatically uploaded 45 days of data from my bank, which messed up my calendar year plan. So i deleted it all. Now that we have passed feb 15, I tried to redo it, but it still added transactions from 2013 that I cannot figure out how to delete or hide, so I'll just ignore them. However, If I can't import from Mint, I might not be interested in using it.....
My BF is also ditching quicken for Mint, by purest coincidence.
Excel is a good idea, and I probably have the skill, but my two main financial institutions download data in different formats, so that is a pain.
Last edited by Stagemomma; 02-21-2014 at 05:13 PM..
Mint (RO data, very nice portal, but Intuit has all of one's financial data).
Sigfig (for Investments)
Google docs (for net worth spreadsheet).
Turbo Tax (Web version)
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Still searching for that elusive money management software. Still use my old copy of MS Money, but manual downloads are painful and the software is now clunky. Used Quicken prior to that for ~10 years and don't want to go back.
Tried iBank for the Mac recently, but automatic downloads have hiccups. The Mac app store also has Moneydance and Cashculator among popular personal finance software.
Like many people here, I use a bunch of excel spreadsheets. They've grown in a disorganized fashion like a rambling house with random additions over the years, and maybe someday I'll streamline them down and condense them into a new, single efficient workbook.
but now my software is demanding an update and the laptop it is loaded on has a power jack issue and i can'[t access it at all, so i'm going to try mint this year. I opened an account earlier in the year but it automatically uploaded 45 days of data from my bank, which messed up my calendar year plan. So i deleted it all. Now that we have passed feb 15, i can re do all that. (when i get around to it)
:d
Last edited by Gandalara; 02-21-2014 at 05:11 PM..
Reason: Smilies aren't working!!
I use yodlee (yodlee used to be the backend for mint but now it's intuit ) to look at my accounts and keep track of transaction. For investments and budgeting I use excel.
I need to find something to keep track of my budget more "fine" since my SO and I spend way too much money on food.
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