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Personal Finance software recommendations
mcfrosty
Posts: 1 Newbie
Help everyone
I need recommendations for software to help me organise my spending data.... time to get my life in order!
So I'm looking for a piece of software that lets me download data from my two banks (Halifax and RBS) and my three credit cards as cvs or qif files.
I don't want to have to sort through it all (I do all my anaylsis on paper copies just now allocating each spend to different categories) and design an excel sheet to calculate spending across different categories so something that identifies and sorts my transactions and perhaps learns my categories would be good.
I have looked at some other threads and am wary/suspicious/paranoid of some of these new programs that ask for banking logins and then automatically get your data from the bank......
So what do you all use and is it safe? I am not an accountant so double entry bookkeeping is a mystery to me.
Oh and I need it to be a UK version and compatible with my Banks if it has automatic downloading.
Budgetpulse? YNAB? Acemoney? Banktree?
Got any recommendations?
Thank you
I need recommendations for software to help me organise my spending data.... time to get my life in order!
So I'm looking for a piece of software that lets me download data from my two banks (Halifax and RBS) and my three credit cards as cvs or qif files.
I don't want to have to sort through it all (I do all my anaylsis on paper copies just now allocating each spend to different categories) and design an excel sheet to calculate spending across different categories so something that identifies and sorts my transactions and perhaps learns my categories would be good.
I have looked at some other threads and am wary/suspicious/paranoid of some of these new programs that ask for banking logins and then automatically get your data from the bank......
So what do you all use and is it safe? I am not an accountant so double entry bookkeeping is a mystery to me.
Oh and I need it to be a UK version and compatible with my Banks if it has automatic downloading.
Budgetpulse? YNAB? Acemoney? Banktree?
Got any recommendations?
Thank you
0
Comments
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There are lots of programs and all have been discussed exhaustively here. As I think you have already found - if not try a search.0
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Here we go again
New user joins and posts just twice each time pushing/promoting one particular piece of software
see also
https://forums.moneysavingexpert.com/discussion/comment/73013706#Comment_73013706
Why do you do it? - its so obvious.0 -
Here we go again
New user joins and posts just twice each time pushing/promoting one particular piece of software
see also
https://forums.moneysavingexpert.com/discussion/comment/73013706#Comment_73013706
Why do you do it? - its so obvious.
Problem can be solved if enough of us press the :spam: button, or report offending posts0
This discussion has been closed.
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