Personal finance software

Whitterbod

Gnucash.org   is free

valiant24

El_Torro said:

When this topic comes up on this forum most people (myself included) say they generally just use Excel. I'm not sure there's much functionality you'd need that Excel doesn't already provide.

I was prepared to pay for something good but never found it.   The Morningstar "premium" portfolio product is utter !!!!!!.  The FT portfolio tool is OK.  My primary tool is Excel, with the prices updated using https://www.excelpricefeed.com/ (which is about £120/yr).

CooperSF

+1 for Emma (https://emma-app.com/)

nomorekids

24 years and four computers later, still using MS Money (sadly have no means of using the original CD version I still have) and believe me I couldn't track the cycling about and funding regular savers without it. I use in combination with the account balance report function which I then copy and paste into Excel for snapshot copies of the 'state of play' if I'm doing tax return or having a major reshuffle like for the recent interest rate exponential rises.

BlackthornU

Quicken 98 that I got free from a computer magazine cover about 1997, Quicken sent out a Y2K update to registered users, and have been using that since. It does seem to struggle with more recent versions of Windows and can crash when using reports. (Yes I run it in Compatibility Mode)

AceMoney looks to be similar so I may look at that if I need an update. 

Does anyone have experience of switching over from Quicken to AceMoney?

Daliah

BlackthornU said:

Quicken 98 that I got free from a computer magazine cover about 1997, Quicken sent out a Y2K update to registered users, and have been using that since. It does seem to struggle with more recent versions of Windows and can crash when using reports. (Yes I run it in Compatibility Mode)

AceMoney looks to be similar so I may look at that if I need an update. 

Does anyone have experience of switching over from Quicken to AceMoney?

I never had Quicken but I switched from MS Money to AceMoney, following the guidance given in their conversion guide. It was quite painless though it did take a few hours of preparing, converting, verifying, and getting to grips with the different layout and functionality. No regrets.

As with any conversion, make sure you can abandon it and go back to your old system if you don't like the new one.

Millyonare

Excel spreadsheet.

gee9fam

newatc said:

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

Quicken 2002 here, with data back to the early 90's. If only I knew then what I know now!

RobM99

Millyonare said:

Excel spreadsheet

Same here, does what I want - which is the main criterion.

MK62

I used to use Excel, but the version was old, so moved to Calc, (as I now use Linux and Windows on different devices), which I still use for some stuff, but I use Google Sheets now for the main speadsheet as it's easier to get daily prices into it (not bothered about "live" prices personally)......I used to "scrape" prices from Trustnet using Calc, but that no longer seems to work unfortunately.....