Replacement for Microsoft Money

DJBenson

innovate wrote: »

Thanks for exploring, DJBenson. Let us know what you conclude!

I'm almost certain you can't automatically connect to online banking with this program (I'd expect only "big name" developers the flexibility to do so due to the strict restrictions the banks will place around this access).

The program can "automatically" import transactions based upon the name of the institution (taken from the folder name) but nothing more advanced than that.

I too use Excel to log all my transactions and Pivot tables summarise my data, but I keep looking for something that will automatically pull in my data without all the fannying around I have to do on a weekly basis (managing 7 current accounts, 3 savings accounts, 2 ISA's and 3 credit cards can get a little complex :rotfl: )