Question – inspired by , as well as by Quicken boning my internet downloads again: What software \/ system do you use to track your finances? Do you hate it as much as I hate Quicken 2007 for Mac?<\/p>\n\n\n\n
I’ve got perhaps the best overall personal financial tracking system of anyone that I know. A year ago, it was truly simple. All my internet downloads from my various banks and credit cards worked with Quicken. I would spend half an hour or so a week approving and tagging expenses, and generally making sure that I wasn’t getting ripped off. Once a month, I updated my simple spreadsheet that was able to answer all the questions that Quicken reports couldn’t.<\/p>\n\n\n\n
Now, it appears that Quicken 2007 is being allowed to rot in support of some other product from Intuit. At this point *none* of my credit card downloads work right anymore, and the connection with Fidelity is a matter of bitter laughter. My bank still works okay, but I’m doing way too much manual data entry here.<\/p>\n\n\n\n
If I’m to be pushed off my current platform, I’m going to look around and see what “modern” personal finance software looks like.<\/p>\n\n\n\n
Here are my requirements:<\/p>\n\n\n\n
* Gotta run seamlessly on a mac. Sorry, but there is no chance of me running anything like this under Parallels, much less buying a dedicated machine for it.
* Gotta keep my data on my machine. If the internet goes down, or if the software vendor goes bankrupt, I can’t lose my financial records. So, Quicken “all on the web, all the time” solution doesn’t look that great to me. Plus, um, security.
* Gotta automatically download account info from the various banks and credit cards that I use.
* Gotta support categories, subcategories, and split categories for expenses.
* Gotta support monthly expense \/ income reports by category.<\/p>\n\n\n\n
So? What do all you clever and beautiful people use?<\/p>\n","protected":false},"excerpt":{"rendered":"
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