Recording Your Finances

LardyCake

Everything goes in GnuCash http://www.gnucash.org
Opensource software for Windows, Mac & Linux

Proper accounting, takes a bit to get used to but quickly becomes second nature.

jimjames

Linton wrote: »

MS Money works with W7 and W8, at least the latest freely available one does. And yes another vote for the software - it does everything I want.

I had bought the earlier versions of MS Money but upgraded to the latest version last year when the prices stopped being updated.

You can still freely download it from Microsoft, the link is here

http://photo3-tech.blogspot.co.uk/2012/11/microsoft-money-2005-free-download.html

chris_m

evenasus wrote: »

I use Quicken - couldn't manage without it.
I can see all transactions - direct debits - savings accounts/ISAs etc right back to 1994.

Me too - but only back to '97.

I also run a monstrous macro-driven Excel workbook to keep track of my spending and forecast spending, my share portfolios and to provide "what if" scenario forecasts to help me plan for (and work towards) early retirement. Exel just has the numbers, Quicken has the details of every transaction.

The Excel workbook runs up to my 85th birthday, my intention being that if I should still have a positive bank balance at that point, that's good enough for me

Stubod

Excel for me...have used it for the last 20 years....1 tab for each year with simple cash in and out, plus 1 tab for recording what accounts we hold and the review date for each account (to monitor interest rate changes), plus another tab for longer term planning (a year on each row)..which tracks as per above...ie how much have we spent each year, and what our projections are...upto 85..(probably wishfull thinking).....

kidmugsy

I use pencil myself.

dlorde

There are some good online sites, like MoneyVista, and I've used the Interactive Investor portfolio facility, which allows you to add specific investments (shares, unit trusts, bonds, etc) as well as savings and debts.

There are plenty of other sites along similar lines.

Michael_Nottingham

Quicken 98 for me (got as a free upgrade from the previous version) but MS Money available for free does a similar job

Again only back to 1997

Works perfectly in Windows 8 with no need to play with any settings

Couldn't manage without something similar - in fact I would class it or something similar as essential if you are serious about getting on top of your finances

Barbeduk

Good grief! A pen and diary are enough for me. But I do 'visit' all my online accounts every day.

King_Weasel

On investments I like to calculate among other things the increase (or loss) as an average annual % (compound). Any excuse to bung another formula into my spreadsheet.