Financial Management Software

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MrMosby
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Financial Management Software

Postby MrMosby » Sat Feb 01, 2014 7:05 pm

I've been using Quicken for ages, it keeps getting buggier instead of better.

We rolled over to Feb 1 today and it recalculated all my budgets (even though I explicitly set all the values for the whole year).

I can't find anything better unfortunately. Suggestions anyone (Mac or PC will work).
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PhoenixDown
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Postby PhoenixDown » Sat Feb 01, 2014 7:47 pm

Quicken

I tried an earlier version of Quicken but I found it quirky and stopped using it. Recently I picked up Quicken 2014 as I was hoping to use the mobile app to capture images of receipts to better reconcile them against the charges that come through -- I figured this would help in a number of ways, including making sure the tip amounts at restaurants aren't changed. While Quicken 2014 itself seems a little less quirky to use, the mobile app is super slow. The only real positive is the weekly email summary which shows + or - your credit card balances.

Mint

Now owned by Quicken, I thought there would be a lot of overlap in terms of features. Interestingly enough there's not - at least in so far as I have found. The one feature I like best about Mint is that it alerts you to "unusual spend" activity -- i.e. going above your average in a particular area like home improvement.

Microsoft Excel

My tried and true... I still use this to keep my sanity but I'm tracking historical information to see how I am trending nor am I logging specific transactions in any great detail. I hope Quicken will help with some of that once I have time to sit down with it a bit more.

MrMosby
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Postby MrMosby » Sat Feb 01, 2014 8:00 pm

There are two bugs eating my lunch in 2014 right now.

#1 - My budget amounts get randomly changed, out of the blue it doubled my tax budget for the month and changed other months, I just can't explain it. Being a programmer myself I can't imagine why on earth it would have this behavior.

#2 - If you record a transfer in an investment account incorrectly you can't remove it. I'm told that this will be fixed soon, but they haven't been able to tell me when.
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FastSRT8
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Postby FastSRT8 » Sat Feb 01, 2014 8:18 pm

Been using and likely will continue to use (buggy, slow and all) Quicken.
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MrMosby
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Postby MrMosby » Sat Feb 01, 2014 8:24 pm

I found a thread that said my budget issue can at least be resolved by turning off cloud sync. I've been tempted to just write my own application and pay for access to Yodlee's API.
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PhoenixDown
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Postby PhoenixDown » Sun Feb 02, 2014 4:18 pm

I really hate quicken... having a lot of issues logging in today.

darkguy2
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Postby darkguy2 » Sun Feb 02, 2014 4:30 pm

You can try YNAB.
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MrMosby
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Postby MrMosby » Sun Feb 02, 2014 9:09 pm

darkguy2 wrote:You can try YNAB.


It's not a bad tool, but it doesn't do automatic download of transactions, nor investments.
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