Software to Monitor Savings and Investments

gvlewis

I have several savings accounts with different banks and building societies + other assets such as stocks and shares. Basically, I looking for up to date software which works on Windows 8 where I can monitor the value of these items on one page. It would be useful to have additional features such as the ability to produce reports and graphs so I can see how much, for example, net worth has increased over time.

[I used to record all of this info. on an old version of Quicken - unfortunately this is incompatible with Windows 8 and the latest version of Quicken is unnecessarily complex (ie contains features I don't need) and expensive.]

Looking for recommendations. Thanks.

innovate

I happily use an ancient copy of Microsoft Money for the exact purpose you describe. I have over 50 accounts to monitor, and MS Money does it brilliantly - although sometimes I'd like online connection to my accounts, which now only works for a handful of banks/BSs.

There's been another thread today about replacements for MS Money - https://forums.moneysavingexpert.com/discussion/4574215. Might give you some other ideas.

bigfreddiel

this may be of interest https://www.ontrees.com/

ijust worry about putting all my info on the web tho - securitywise?

fj

Feanixxx

I tried about five packages last month and finally decided on Moneydance:
http://moneydance.com/

It's got a nice Home screen showing all my accounts at once plus some good reports and graphing options. They do a free trial so see if you like it.

gvlewis

Good news - problem solved. Quicken S.E. v6 doesn't work with Windows 8 but I had a dig around and found a copy of Quicken 2001 which does!

Thank you to all for your help.

jimjames

innovate wrote: »

I happily use an ancient copy of Microsoft Money for the exact purpose you describe. I have over 50 accounts to monitor, and MS Money does it brilliantly - although sometimes I'd like online connection to my accounts, which now only works for a handful of banks/BSs.

There's been another thread today about replacements for MS Money - https://forums.moneysavingexpert.com/discussion/4574215. Might give you some other ideas.

You can still download MS Money and the version works with share and fund prices as well. As it is out of support it is now a free download direct from MS - you can't get cheaper than that!

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

innovate

I don't need to download MS Money - - - the version I have is perfectly sound.

The downloads I was talking about are downloads of account/statement data. Some are still working but it's very patchy now, so I have decided to just completely ignore any downloads.

The rest of MS Money works brilliantly- - basically it's a well-developed spreadsheet, with all the recording options I would expect (actual and planned transactions, DDs, SOs etc), and all the reports I normally need. If I need a more sophisticated report/analysis, I just dump the lot into Excel and take it from there.

Never thought I'd find myself defending the virtues of a piece of MS Software, but here I am - - MS money is brilliant! Who knows, may be not least because they didn't mess about with it for half a decade now.

jimjames

innovate wrote: »

I don't need to download MS Money - - - the version I have is perfectly sound.

The downloads I was talking about are downloads of account/statement data. Some are still working but it's very patchy now, so I have decided to just completely ignore any downloads.

The rest of MS Money works brilliantly- - basically it's a well-developed spreadsheet, with all the recording options I would expect (actual and planned transactions, DDs, SOs etc), and all the reports I normally need. If I need a more sophisticated report/analysis, I just dump the lot into Excel and take it from there.

Never thought I'd find myself defending the virtues of a piece of MS Software, but here I am - - MS money is brilliant! Who knows, may be not least because they didn't mess about with it for half a decade now.

Completely agree. You can see why they didn't make any money out of it when a 14 year old version (I had Money 2000) was still working perfectly so no need to buy any upgrades. It might be useful as a free comparison for the OP though as I still find it great.