personal finance software

Zanderman

Stumpyweasel said:

I have a similar question.  I've been using BankTree for several years but I'm frustrated with it's usability.  Despite it having some links to some UK banks it's not easy to keep on top with the imported transactions, basically you have to go through each line on each account indvidually.

It's not bad when it comes to managing investments but again it's really clunky.  It does at least update share and bond prices automatically unlike some others I've looked at (PocketSmith as an example).

So what I'm looking for is something which can help my husband and I manage our day to day finances, plus investments and pensions all in one place without me having to spend hours entering data.  Considering there are so many open bank feeds these days I would hope that this wasn't beyond the whit of man.

I've looked at the suggestions above and while they may be good they are a step backwards as far as I can see.

Probably best to start a new thread of your own where your query will be at the top rather than resurrecting this one that's a year old and answers someone else's question with several suggestions. 

It's also not clear why you think those suggestions are a 'backward step' but maybe you could elaborate on that, otherwise people may just repeat what was said to the original poster