Personal Finance Software

remorseless

Thanks all for your great feedback! Always interesting to hear how other people keep a tab of finances!
I have also been using a good ole spreadsheet, but want to try an app for a change. Money for Mac seem to be best as it supports multi-currency! Pity about YNAB lacking that basic support!!

planteria

i don't really use anything nowadays, as things are so simple..
but i have a spreadsheet which keeps track of things when relevant

so you are suggesting paying for a service, rather than DIYing, johnruso?

colsten

johnruso wrote: »

Hi,
I will provide you easy and very simple tips which will help widely. Look for a financial adviser who is a certified financial planner (CFP). They're licensed and regulated, plus take mandatory classes on different aspects of financial planning. I think only they will help you so perfectly.Thanks

Sounds like a sledgehammer to crack a nut with. Also sounds very non-UK so not likely to be relevant to the OP.

nobodysdriving

al25 wrote: »

Money for iMac, iPad,iPhone,
Fantastic software, can manage multiple currencies, assets and whole lot more, I use to be an MS money fan, but gradually converted to money for iPad. It's available free at the apple store.

is it this one? http://www.jumsoft.com/money/

TH1878

colsten wrote: »

Sounds like a sledgehammer to crack a nut with. Also sounds very non-UK so not likely to be relevant to the OP.

Your right on the first point but wrong on the second.

http://www.financialplanning.org.uk

Certified Financial Planner is the internationally recognised qualification for financial planners, equivalent to Chartered status in the UK. I have both (based in Manchester) and, whilst Chartered status is a better marketing tool, becoming a Certified Financial Planner is much harder and more worthwhile to clients.

colsten

I was responding to johnruso's post which has now vanished, either deleted by johnruso or removed as spam.

TH1878

colsten wrote: »

I was responding to johnruso's post which has now vanished, either deleted by johnruso or removed as spam.

I know you were. Just letting you know that Certified Financial Planner is also a UK certification.