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Buy YNAB 4 (aka YNAB Classic). You'll have to import transactions manually, but I much prefer it to their subscription SaaS offering. I've used it for five year

Buy YNAB 4 (aka YNAB Classic). You'll have to import transactions manually, but I much prefer it to their subscription SaaS offering. I've used it for five years and love it. I use a python script to download most transactions from banks/credit cards. https://sites.google.com/site/pocketsense/home/msmoneyfixp1/p2 https://sites.google.com/site/pocketsense/home/msmoneyfixp1/... There are enough people who do this that you can figure out how to access the OFX endpoint for most financial institutions.

aeorgnoieang 9y ago
You can import transactions manually into NYNAB (the new web version). One problem I have with relying on OFX is that I have a nagging suspicion that it's not as 'official' as the statements. If there were a discrepancy between the two, I'd worry that I wouldn't be able to resolve it in my favor without having reviewed (and thus downloaded and reconciled against) the statements.
komali2 9y ago
I was in your same boat until the SaaS offering started really figuring out how to do credit cards. Now, it's finally the better of the two options for me.