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  1.    #1  
    Hi all,

    Has anybody made a thorough investigation of the finance trackers existing? I need not just a simple expence tracker, but a realy versatile program, capable of maintaining several accounts (bank, cash, credit card), expences/incomes, assets/liabilities, purging transactions by complex criteria, creating various reports, calculating balanses, and so on.

    I had used PMT (Personal Money Tracker) for a month, and already was about to purchase it, when I came accross Accounts And Loans, which appeared to be a quite comparable competitor, so now I'm in big doubts...

    Thanks in advance for any help.

  2. #2  
    I've used Quicken http://www.intuit.com for years and have been satisfied with the product. Especially at Tax time when Turbo Tax grabs up all tax related transactions. Makes life easy. You can also get Pocket Quicken at http://www.landware.com that allows you to enter transactions on the road and then transfer to the PC.
    Then there is Microsoft Money.
    http://www.pcmag.com has reviews and discussions on the two products.
  3. #3  
    I'm trying AllMoney (trial available at http://www.iambic.com). It allows for multiple accounts (cards, bank accounts, etc.) and keeps track of your personal balance sheet. I'm not sure about its ability to generate reports though. They offer a 30-day free trial so why not try it out.
  4. #4  
    I could rant and rave all day, but I will try to contain myself. I use MS Money like a fiend. I think sometimes that old WA. based actually outputs some very well developed software, and in my opinion Money is the biggest benefit to my life.

    Well, UltraSoft makes a Palm conduit and app for sync with Money. Let me tell you, it's the best. Although, they are really against the whole Palm shareware thing. Their product security really frustrates me, but now that I bought it I have no complaints at all.

    Categorization, multiple accounts, sync with online banking, credit cards, etc... INSANE.

    I mean, I don't meant to sound excited but I know exactly where my money is going, and now I save a hell of a lot.

    I tried out a lot of financial software - PMT, Minder, Pocket(something), AllMoney..... UltraSoft Money is the best.

    http://www.ultrasoft.com ... download the trial and then when you really want to get something down, you have to buy.
  5. #5  
    Originally posted by jmart
    I'm trying AllMoney (trial available at http://www.iambic.com). It allows for multiple accounts (cards, bank accounts, etc.) and keeps track of your personal balance sheet. I'm not sure about its ability to generate reports though. They offer a 30-day free trial so why not try it out.
    There was a small bug when I tried out AllMoney back in May. If you delete a category already used, it will lock your Visor and are forced to do a reset. In this sense, PMT has done a better job by just providing an incorrect catergory instead of dropping dead on the floor. And PMT has a much more flexible reporting system than AllMoney but not powerful enough at loans and investments.

    Just my 2 cents
  6. #6  
    I also have been using the MS Money/Ultrasoft combo, and am almost as excited about it as timmons(almost).But alas, when I upgraded to Money 2001, I lost compatability with Ultrasoft Money.I actually tried to go back to Money 2000 so I could keep using the Visor version, but that was a no-go.Somebody didn't think to back-up their data before converting to Money 2001 files.Oh, well.Now I have to wait for Ultrasoft 2.x, and all will be good in my world again.
    "I sync, therefore I am."
  7. #7  
    Has anyone found a money program that can handle tracking accounts used by multiple visor users?

    The programs I have tried cannot handle a two user setup. That makes them useless (or at least difficult) for couples to use efficiently.

  8. #8  
    See my earlier post. Pocket Quicken can handle multiple accounts and multiple visors. (According to Landware's FAQ). Haven't had the need to use this feature, so I can't tell you of any pitfalls. You can download a fully functional trial.
  9.    #9  
    Originally posted by jmart
    Has anyone found a money program that can handle tracking accounts used by multiple visor users?
    ...
    Back to my experience, PMT is capable of maintaining several accounts via enabling multiple databases. You can create as many databases as you wish (within reason ), and then just choose the one you need each time you use PMT.

    BTW, thanks to you, jmart, BudPritchard and timmins for the very helpful hints about AllMoney, Pocket Quicken and UltraSoft Money. The only problem is that now I'm even in bigger doubts than I've been before (Ok, ok, I will cope with it )
  10. #10  
    Ultrasoft Money has a two user "family edition" version.

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