Personal finance software

jimexbox

info_maniac said:

With all these savings/ISA accounts choices, I am starting to feel the need of tracking the accounts I have opened and will be opening going forward - details like account number, interest rate, duration of fix, maturity date, maturity instructions etc. May be once a month upload account statements manually and keeping the account balance updated. I have never used any personal finance software before.

Any suggestions will be very helpful, I am not looking for online software solutions which connect directly to bank accounts and pull the banking data.

A desktop installed software would be preferable, I have heard about MS Money, but also came across some other options after an online search, but am now confused.

I've been looking for similar. A saving tracker, rather than an all encompassing personal finance app, that tracks spending. 

TonyMMM

Microsoft Money .... used it for years and very happy with it 

ColdIron

Another vote for AceMoney

UncleK

I'm not sure if I'll need to get my coat but I'm still using Quicken 2001 Deluxe

jimjames

LHW99 said:

I believe MS Money tends to want to connect to your accounts to collect data (the version I tried seemed to anyway). If you don't want / need that functionality, then a spreadsheet like Excel / Libre Money Calc etc would be OK.

MS money no longer has any online connectivity. There is a developer who has built the ability to continue to update share and fund prices as an extra cost but it doesn't connect to any bank accounts. I'm still using it, originally Money2000 now upgraded to sunset 2005 version.

cloud_dog

Still using MS Money (17 years later). 

I've tried many other options over the years but have never found one (which is free) and provides everything MS Money does.  With it being an unsupported product I'm sure there will come a time, eventually, when I will be forced to switch (although there is always the option of running it in a VM ). 

Linton

jimjames said:

LHW99 said:

I believe MS Money tends to want to connect to your accounts to collect data (the version I tried seemed to anyway). If you don't want / need that functionality, then a spreadsheet like Excel / Libre Money Calc etc would be OK.

MS money no longer has any online connectivity. There is a developer who has built the ability to continue to update share and fund prices as an extra cost but it doesn't connect to any bank accounts. I'm still using it, originally Money2000 now upgraded to sunset 2005 version.

All my investment and expenditure data is managed through MS Money.

 MsMoney can read  OFX files downloaded from the major banks.  This works well.  Just clicking on the file will start up MSMoney and read in the data.  AFAIK direct linking to the banks was a US feature and not supported by UK banks when MS Money was being sold.

The add-on to download investment price data is available from https://gaiersoftware.com/Money.  It connects to the MsMoney website and works for all the funds I use except for one and for all the ITs I use.  I havernt tried other shares.


Sunset 2005 is the US version.  The final UK version is available on the net and can be found from Google.

ChrisW_77

UncleK said:

I'm not sure if I'll need to get my coat but I'm still using Quicken 2001 Deluxe

Quicken 2004 here, I'm so modern!

Shedman

Daliah said:

I have been using AceMoney for years and couldn’t do without it but a homemade Google or MS spreadsheet might do what you want to do

https://www.mechcad.net/product/acemoney-personal-finance-software-quicken-alternative/

MS Office is similar to AceMoney

I think you mean MS Money not MS Office...  

In my view nothing yet has come close to MS Money (other than possibly Quicken).  Tried AceMoney but couldn't get along with it.  

newatc

ChrisW_77 said:

UncleK said:

I'm not sure if I'll need to get my coat but I'm still using Quicken 2001 Deluxe

Quicken 2004 here, I'm so modern!

You are I'm using Quicken 98 from the last century . I'd be lost without it