I’m looking for recommendations for user-friendly budget-tracking software that can download transactions from our financial institutions and also easily generate spending reports.
I used Microsoft Money before it went extinct, and haven’t found something else to replace it yet and excel is getting tedious.
Has anyone had experience with BudgetPulse, IExpenseOnline or Mint?
Thanks!
I like Quicken. It downloads all my bank and credit card purchases and categorizes them for me. Plus it can interface with tax software when it's tax time. I think it cost $30 or $40. Totally worth it for the ease of use. What I liked is that I'm not sharing and storing all of my financial information up on Mint or someone else's server. It's all on my computer with Quicken.
Try YouNeedABudget.com
It is a program that you download. I started using it last year and it is the best I've tried. The site has tutorials and free classes to help too.
They give you an entire month to use full unrestricted software for an entire month. There is an option to use it on your mobile device too.
I've tried MS Money and Quicken, but found them unnecessarily complicated. Mint regularly messed up my data. For years I used my own method in Excel. YNAB is less work than that.
I wasn't going to scroll down far before I made my suggestion and there it was, Jill K is spot on.
Youneedabudget is great.
I've been using mint for a long time...no clue how many years...since it began.
I love it.
I use Mint, too. I haven't found a way to print out the graphs they show you, some of the site isn't available to print the way it looks on the screen. Otherwise, I really like it and it has helped me tremendously to keep track of our spending and making budgets.
