Financial Fate is financial planning software designed for use by the general public. Financial Fate, now a free download, walks you through preparing a realistic financial plan for yourself and requires no special training, yet is detailed enough for financial planners to use to prepare financial analysis for clients. Financial Fate tells you at a glance if your money management practices will lead you to being financially solvent for life or if you need to make some changes to avoid bankruptcy Read more
People who need personal finance software to manage household finances want to oversee all aspects of basic household financial management. Depending on their personal finance scenario, they need finance software features that include: Balancing accounts. Creating a household budget with customized categories and monitoring budget reports. Tracking IRA and 401k accounts. Planning for college, a new home and retirement. Doing some basic income tax planning.Quicken Deluxe is the best personal fina Read more
Moneydance is desktop personal finance software for Windows, Linux and Mac computer systems. Most Moneydance features are easy to use and the software provides basic but comprehensive financial reports. Support for multiple currencies and VAT/GST is good, but features for U.S. tax data export for use with tax software is insufficient. Moneydance costs $39.99 USD and offers a decent set of personal finance tools without going overboard on features.Score: 3.88 on a 1-5 scale
Percent: 78%
Transac Read more
SplashMoney for Windows or Mac Desktop is easy to use, handles personal finance accounts and simple budgets, and optionally synchronizes with SplashMoney for Palm, Windows Mobile and Blackberry. SplashMoney also has an iPhone app.SplashMoney for Desktop is recommended for:
First time users of personal finance software.Anyone who wants a simple solution to track spending, organize accounts and keep a budget.SplashMoney for Desktop is not recommended for:
Financial software power users.Those who a Read more
AceMoney Lite has an up-to-date look, supports investment tracking and offers e-commerce features. AceMoney Lite is really try-before-you-buy software and is limited to only one account. To get around this, create categories for multiple accounts with subcategories for income and expense budgeting. AceMoney Lite imports QIF or OFX financial data, and CSV data downloads with free data conversion software, so data downloads could prove to be a hassle. Still, AceMoney Lite is worth a try.
User manu Read more
You have been using Microsoft Money, but want to change to Quicken personal finance software.Answer: Converting your Microsoft Money data file for use in Quicken requires the Quicken Data Converter and some time and patience.Quicken converts and imports the following Microsoft Money data: Bank account transactions (including split transactions) Investment account transactions Category ListThe Money to Quicken data converter does not convert the following from Microsoft Money. These items will ne Read more
CalendarBudget Premium is online personal finance software for tracking spending today and budgeting 20 years into the future. CalendarBudget also comes in a basic version, which tracks only one account.CalendarBudget looks like an online calendar, similar to Google Calendar, with income, expenses and a running balance of all accounts combined for each day. Access a calendar view for individual accounts or all accounts using the tabs at the top of the screen.
Help options for using CalendarBud Read more