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The interest rates - the only accounts I have any concern with the interest rate are my mortgage accounts, as they are amortized. I can't vouch for how well the interest rate works, as I don't carry over any balances at the end of the billing cycle.įeatures that I would like to see improved upon: They have different currencies available to use and different account types, allowing for the interest rate to be input as well. I often am on autopilot when going through the statements, so I really like this. I set different passwords to the accounts as a safeguard to prevent myself from accidentally inputting transactions into the wrong file. Please don't judge, life came at us pretty hard, and thankfully we don't owe.)
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(I'm a bit behind on filing my taxes, so although I've only used the software for 3 months I've done 3 years of tax related items. Then when I generate a detailed income vs expense report for my home business, rental property, medical expenses, and home office expenses are neatly laid out for me making it easy to fill out my taxes myself. Tax Related - when creating/editing categories you can select if it is tax related which makes generating reports significantly easier for tax season.
I have two accounts that are still in the dark ages and don't do ACH or accept credit cards, so its nice to have the reminder and when you make the payment, it auto logs it for you. but that would be incredibly time consuming for me. It's very tempting to scan my shopping receipts and micro analyze every penny spent. You can attach more than one document to each line item as well. I've even attached the check images of mobile deposits. And for large purchases that I just want to keep track of like vehicle maintenance or electronics. I have zero experience with the mobile version.Īttachments - I can attach statements to the line item, which I use for credit card payments and for my mortgage payments, or for any expenses that are tax deductible.
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I personally don't use this feature as I multitask when using Moneyspire (viewing pdf files of statements and recording details or splitting payments appropriately) so I'm usually on my desktop. Moneyspire Cloud - can access your files from any computer. They have every single institution I use. My banks, investment accounts, credit cards, and loans are all set up.
Just be aware that some financial institutions only allow connecting the accounts during certain hours.
No more manually exporting QIF files to upload to it. Moneyspire Connect - all of my accounts will sync to the program with the click of a button. And you can save the report query to make it easy to tweak later on if you decide it needs adjustments. Reports - the reports are very customizable and have made tracking my income vs. Hide Accounts/Categories/Payees - when an account is paid off you can hide it and it's accompanying categories and payees so you have less to scroll through when inputting new transactions. Nicely totals all of my credit card debt. Sub accounts - makes it really easy to track all of my escrow account transactions from the origin of the mortgage. There are a lot of features I haven't tried as of yet but here are features I really enjoy: It's not visually striking like some other software I've seen but it's highly customizable which I love. Overall I've really enjoyed it and I've been using it for almost 3 months now. Create your own categories, tags, budgets, and split payments between accounts. It's offline, doesn't require a subscription, can reconcile, and imports QIF, QMTF, OFX, QFX and CSV.
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They also have a Professional version that prints checks and creates invoices, and probably a host of other things, but I have zero experience with it, and it costs more than than the standard, but only by about $20.
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I personally chose to purchase it outright, and I'll just check the release notes for their next version to determine if I want to upgrade or not.
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And then if you decide you want to "upgrade" every few years, you only have to pay 40% of the purchase cost, which they verify you already own it by requiring the original license code. You can make a one time purchase of the software (on sale now for $30) and receive all updates within the year of purchase, or you can subscribe to it for something like $5 a month. I just commented this on a post and felt it deserved its own post for those looking for a personal finance software.
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