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Quicken (tracking personal finances). Has all the functionality I need, viewing individual transactions, reports (spending by category/account), tracking invest
by octobus2021 5y ago
Quicken (tracking personal finances). Has all the functionality I need, viewing individual transactions, reports (spending by category/account), tracking investments etc., and is local.
When I bought it in 2008 it supported integration with financial institutions (e.g., I could download transactions for my credit card/bank account into Quicken installed on my local). Then they forced customers to pay for this feature every year, I refused and its stopped working. I enter transactions by hand now, once a week or so.
Now they force users to buy license annually, otherwise software (installed locally) stops recording transactions (you can still open your data and see historical data though). My old 2008 version still runs for now. I looked into the options (local, I don't want to put my finances in "the cloud") and couldn't find much :(
- howeyc 5y agoWhat about trying Gnucash, or any of the plain text accounting apps?
- octobus2021 5y agoTried Gnucash specifically, it's not nearly as intuitive, I'm actually considering it for accounting for my numerous ventures, but for personal finances - not so much...
- oalae5niMiel7qu 5y agoI wrote an OFX client for this purpose. That's the same protocol that Quicken uses. It pulls transactions from my bank and puts them into MySQL. It runs a couple of queries on that data but doesn't do much more than that.