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Old 27.12.2014, 23:03
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Personal Finance software suggestions?

Greetings

I have been tracking my finance with Excel but it's getting out of hands lately. I am looking for software that will allow me to capture and monitor the following:

- Cash in multiple currencies (with integrated exchange rate retrieval if possible so as to grab latest rates. not necessary though)

- Precious metals like gold, silver (again if automatically getting prices even better)

- Credit card debts, utility bills capturing etc


I am not looking for integration with bank accounts or anything, just a simple tool I can use to enter my data twice per month and be able to see my overall net wealth in the currency of my choosing and if possible some charts as well with breakdown per area.

Anything you guys use? I downloaded GnuCash for now and also looking into Cash and the City but don't want to waste too much time trying each one of those one by one.

Thanks in advance for any help!
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Old 28.12.2014, 09:31
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Re: Personal Finance software suggestions?

Try YNAB! I have been using it for a couple years. You can sync it with dropbox and use various devices.
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Old 28.12.2014, 10:20
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Re: Personal Finance software suggestions?

I am still using Quicken. A bit difficult to get hold of but does everything that I need.
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Old 28.12.2014, 12:30
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Re: Personal Finance software suggestions?

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Try YNAB! I have been using it for a couple years. You can sync it with dropbox and use various devices.
And you save so much money when using it, because it takes up all your free time, so you no longer have the opportunity to spend money!
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Old 28.12.2014, 15:57
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Re: Personal Finance software suggestions?

Thanks guys, started using YNAB and looks very easy to setup so far.

A pain that it doesn't support multiple currencies though. By the way, do you have any tips on how to setup salary/bills/savings etc?

I just setup savings and tangibles as non-budget account and only have salary as budget. I guess what's most important to me is to check what my net worth is every month after all in/out (s) are paid.
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Old 30.12.2014, 09:55
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Re: Personal Finance software suggestions?

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I had similar question on my mind and through what you have highlighted i got the answer to my question. You guys have discussed it correctly which is quite appreciable.


If you are American ( you can actually buy it) then have a look at Quicken. I run accounts in three currencies without any problems.
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Old 02.01.2015, 20:24
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Re: Personal Finance software suggestions?

I also have been using Quicken for many years I can highly reccommend it (If you can get it)
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Old 02.01.2015, 20:37
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Re: Personal Finance software suggestions?

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If you are American ( you can actually buy it) then have a look at Quicken. I run accounts in three currencies without any problems.
But does it actually connect to (almost) banks like PostFinance, or is it all manual for Swiss banks? I'm guessing not though...
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Old 02.01.2015, 20:57
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Re: Personal Finance software suggestions?

Quicken only connects and downloads transactions from US held accounts Otherwise you have to manually enter your transactions
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