Financial Money Manager

ladylegal

Hi All,
I am looking for a financial money manager. I used to use Microsoft Money but as I can no longer directly import stuff from my bank it is a pain to use now. I definitely need one where the info from the bank can be imported. I have tried Banktree on a 7 day trial but for the life of me could not work out how to import my bank account info into it. Does anyone have any numpty proof suggestions please?? Me being the numpty of course.

awayinchina

some banks allow you to export data as an excel file. this should open in money. Other than that ask the bank as to why it does not import into MS money?
see what they say?

cleb-donuts

Hi ladylegal,

If you are using banktree - you can import from your bank using CSV, OFX or QIF file formats some times the bank will call OFX / QIF files (Microsoft Money / Quicken File formats).

garynuman

I use HomeBank (http://homebank.free.fr/)

It is free and does everything I need (and a lot more).

Also, I don't have to be an accountant to use it!

Gaz