Top apps for recording and managing money

2

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  • 35har1old
    35har1old Posts: 1,736 Forumite
    1,000 Posts Second Anniversary Name Dropper
    edited 21 July 2024 at 6:47PM
    wmb194 said:
    35har1old said:
    Previously I used Microsoft Money to record and manage my finances.

    Are there any current applications that cover the bases in this regard?
    My Microsoft money edition appears to have reached its account capacity 
    Have you tried archiving everything before a certain date? That sometimes fixes issues.

     I’m still using Money 2005 and am happy with it. If I ever need to move on I have my eye on Moneywiz but I think it’s Mac, iPhone & iPad only.
    Using money 2000 but if you reuse old closed accounts you still have excess to these old accounts and the new account
  • gsmh
    gsmh Posts: 640 Forumite
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    edited 20 July 2024 at 8:11AM
    I use Money Manager EX. It is perfect for my needs and is regularly updated. It's free and runs on Windows, macOS, Linux, iOS and Android. I've been using it for years.

    https://moneymanagerex.org/

  • sausage_time
    sausage_time Posts: 1,336 Ambassador
    Ninth Anniversary 1,000 Posts Name Dropper Photogenic
    Not sure if I can post a link here, but if you search for actual budget and look for the .org site (.com is the old one) then there are good instructions. For me it has been absolutely worth the effort.
    I believe it's here?   https://actualbudget.org/

    I'm not a user, but this does look interesting and plan to take a look.
    I’m a Forum Ambassador and I support the Forum Team on the Credit Cards and Budgeting & Bank Accounts boards. If you need any help on these boards, do let me know. Please note that Ambassadors are not moderators. Any posts you spot in breach of the Forum Rules should be reported via the report button, or by emailing forumteam@moneysavingexpert.com.
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  • boingy
    boingy Posts: 1,820 Forumite
    1,000 Posts First Anniversary Name Dropper
    It's not very popular on here but I've been using KMyMoney for a couple of years.
    It's free and it does everything that I used to do in MS Money, including getting stock market quotes.
  • Purpleheart
    Purpleheart Posts: 36 Forumite
    Seventh Anniversary 10 Posts Photogenic
    I wondered if anyone had used Moneyspire and is it worth paying for? 
  • prowla
    prowla Posts: 13,841 Forumite
    Part of the Furniture 10,000 Posts Name Dropper
    If you're just using it to record activity rather than perform transactions and directly pull account info, and are even slightly tech-savvy, the you can do things in a spreadsheet (eg. Microsoft Excel or LibeOffice Calc).

  • MoneyPoint available in the Microsoft Store is worth a try.

    I have been using this for 3 years now on my desktop, running multiple accounts (bank/investment/credit cards) and find it really easy to use with ability to export reports in excel spreadsheet form for further tinkering if necessary.

    Free of charge
  • wmb194
    wmb194 Posts: 4,606 Forumite
    Part of the Furniture 1,000 Posts Name Dropper Photogenic
    edited 20 July 2024 at 11:58AM
    35har1old said:
    wmb194 said:
    35har1old said:
    Previously I used Microsoft Money to record and manage my finances.

    Are there any current applications that cover the bases in this regard?
    My Microsoft money edition appears to have reached its account capacity 
    Have you tried archiving everything before a certain date? That sometimes fixes issues.

     I’m still using Money 2005 and am happy with it. If I ever need to move on I have my eye on Moneywiz but I think it’s Mac, iPhone & iPad only.
    Using money 2003 but if you reuse old closed accounts you still have excess to these old accounts and the new account
    What's your estimate of the maximum number of accounts? You have me a little worried; including open and closed I'm up to 517 and that includes reusing here and there for continuing issues of regular savers.
  • wmb194
    wmb194 Posts: 4,606 Forumite
    Part of the Furniture 1,000 Posts Name Dropper Photogenic
    Does anyone know of a money management database that can update Outlook/Google/iCloud calendars? For instance for anticipated interest and dividend payments, DDs, SOs and the like? This is the feature that would push me to change.
  • wmb194
    wmb194 Posts: 4,606 Forumite
    Part of the Furniture 1,000 Posts Name Dropper Photogenic
    wmb194 said:
    35har1old said:
    wmb194 said:
    35har1old said:
    Previously I used Microsoft Money to record and manage my finances.

    Are there any current applications that cover the bases in this regard?
    My Microsoft money edition appears to have reached its account capacity 
    Have you tried archiving everything before a certain date? That sometimes fixes issues.

     I’m still using Money 2005 and am happy with it. If I ever need to move on I have my eye on Moneywiz but I think it’s Mac, iPhone & iPad only.
    Using money 2003 but if you reuse old closed accounts you still have excess to these old accounts and the new account
    What's your estimate of the maximum number of accounts? You have me a little worried; including open and closed I'm up to 517 and that includes reusing here and there for continuing issues of regular savers.
    To answer my own question, the website linked below - which was always the bible for MS Money - says that the number of accounts is unlimited but the number of *favourite* accounts in 2001 and later is limited to 45. Could it be you're favouriting accounts and seeing that as the limit?



    http://moneymvps.org/faq/article/64.aspx
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