YBS Money Manager and Lloyds & Tesco

mad_rich

Does anyone here use the YBS money manager with a Lloyds account?

I've got mine set up with a dozen (!) or so other accounts, but I'm struggling to add Lloyds and Tesco (credit card). YBS help hasn't been very helpful, suggesting I keep trying. (I've tried a handful of times.)

So just wondering if anyone has successfully added Lloyds & Tesco?

Archi_Bald

I have given up on YBS MM because it cannot cope with all the accounts I want to monitor (well over a dozen).

I am using the native AccountUnity service (of which the YBS Service is just one implementation). I don't have a Tesco Credit Card but I do have both, Tesco Bank and Lloyds Bank in my profile. Tesco Credit Card is one of the 'institutions' in the native Accountunity.

You would have to enter all your login details again but it might be worth your while to switch to AccountUnity. I have, however, no idea how official or unofficial that service is - I have been using it ever since the Egg demise, and just hope they won't take it away.

https://www.ewise.com.au/accunity/aa/home.asp

mad_rich

Thanks. I've heard of others using Account Unity, so I'll check it out. I've been very happy with the YBS MM so far, although I hadn't using it because it didn't work on a Mac for a long time.

The helpdesk suggested that many people have problems adding an account, but no problems thereafter. I wonder if it's any different for Account Unity.

Archi_Bald

The only "issue" with AU is that you must use Internet Explorer but I have got used to that.

YBS MM is horrible for me - takes ages to load, doesn't always present all my accounts correctly grouped together, often times out for individual banks - just basically unusable. Never had any such issues with AU.

I did also try out First Direct's AU implementation. I found that better than YBS MM but still not as easy to use as the native AU.

Tolley99

Ive been using MS Money for years, both an earlier version and one I upgraded to 3-4 years ago. It's always worked faultlessly for me & I currently manage in excess of 2O accounts (the majority don't have significant sums in them). MS stopped supporting the product about a year ago but there are still copies available on Amazon; it's not free but it has worked very well for me. It may be worth yu taking a look to see if it could satisfy your needs.

innovate

MS Money is totally different to the account aggregators like YBS MM and Account Unity. The latter 'just' make it easier to log into all your accounts. MS Money can download the statements of some banks, but since it went out of support around 8-10 years ago, some downloads don't work any longer, and some of the newer financial institutions are not covered at all.

Having said this, I use MS Money alongside an account aggregator and find it invaluable. Like Archi, I also prefer Account Unity for the logging in.