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Old 02.12.2009, 18:44
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financial software for CH in english?

Hello all,

I'm finally trying to take control of my finances and hopefully save more ... is there a good financial software you can recommend? I only ask for very few requirements:
  • works with Swiss banks
  • English
  • iPhone application
  • Rule-based email updates e.g. transaction >= 500.-Sfr
e.g. I found this Mint to be a good choice but for US residents only ...
http://www.mint.com

If there is no such application I would consider developing one myself ... investors?

TIA,
TapiroLee
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Old 02.12.2009, 18:46
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Re: financial software for CH in english?

Do banks in Switzerland adhere to any kind of electronic standard as seems to exist in the US? If not, you would have to write an app for every bank.
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Old 02.12.2009, 18:54
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Re: financial software for CH in english?

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Do banks in Switzerland adhere to any kind of electronic standard as seems to exist in the US? If not, you would have to write an app for every bank.
Or ... know how to import the different export formats that each online banking system offers e.g. csv, excel, etc. Can't be too hard to do but I guess that would annoy end users i.e. export/import manually for each "sync".

TapiroLee
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Old 02.12.2009, 20:03
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Re: financial software for CH in english?

I download my account details from my bank in CSV and use an Excel macro to save the data into a Quicken account details file. I then import this into my financial software of choice.

Unfortuantely desktop financial software is a thing of the past as both Microsoft (Microsoft Money) and Quicken have discontinued their respective products.

One of the main reasons folks in the US needed personal financial software was the delay between writing a check and when it was cashed. This delay did not exist in Europe so account balances were more accurate.

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Or ... know how to import the different export formats that each online banking system offers e.g. csv, excel, etc. Can't be too hard to do but I guess that would annoy end users i.e. export/import manually for each "sync".

TapiroLee
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Old 02.12.2009, 21:08
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Re: financial software for CH in english?

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Or ... know how to import the different export formats that each online banking system offers e.g. csv, excel, etc. Can't be too hard to do but I guess that would annoy end users i.e. export/import manually for each "sync".

TapiroLee
PostFinance lets you export to Excel.
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Old 05.12.2009, 19:31
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Re: financial software for CH in english?

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Unfortuantely desktop financial software is a thing of the past as both Microsoft (Microsoft Money) and Quicken have discontinued their respective products.
Ae you sure about Quicken? I have the 2010 version and I know that they are releasing a Mac version in February.
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Old 06.12.2009, 19:56
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Re: financial software for CH in english?

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Ae you sure about Quicken? I have the 2010 version and I know that they are releasing a Mac version in February.
Yes. The european version is no more. I use an imported version. But it does work very nicely although there is no bank connectivity.
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  #8  
Old 07.12.2009, 10:01
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Re: financial software for CH in english?

I have stopped doing my own accounts and have the software for sale if you wish to buy it. Not sure if it does all you need, check the link -
http://www.personalaccounts.co.uk/

You can have it for Fr. 30.00 posted, it is the personal version from 2007.
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Old 01.01.2010, 15:05
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Re: financial software for CH in english?

Have a look at this thread:
Cashcomm accounting software

People mention some financial software for Switzerland there. Let me know if anything works for you.

I've been trying to find a similar software to save me the few hours I spend every month consolidating my transactions here in Switzerland. At present I use Google Spreadsheets and GnuCash. Let me know if you have any tips on doing this manually (with regards to efficiency etc.)

Update: I tried Banana Accounting 5 (www.banana.ch) recommended in the above thread: it's sufficient but doesn't have the time-saving data entry and transaction-categorization features of GnuCash.

Last edited by mayankkapoor; 01.01.2010 at 15:41. Reason: New information added about Banana software
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  #10  
Old 02.11.2010, 15:45
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Re: financial software for CH in english?

I know this thread is a bit old, but I was wondering if the OP ever found a solution. I am in the exact same situation. I also tried Mint, but it is rather pointless without the connectivity that US users get.

Thanks.
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