Which software do you guys use to manage your bank accounts / spending ?

sbk1972 · 31 Oct 2016 at 11:18

Hi all,

Trying to decide on a good reliable application to help me manage my bank accounts. I bank with Barclays, so would like to be able to export my statements, load into a phone app and be able to start seeing how much I've spent on common companies, power, gas, costa etc.

Looking at a few, money manager ex, Gnucash, all seem so complicated and not clear how to import from my bank.

What do you guys use ?

SBK

Cleisthenes · 31 Oct 2016 at 11:19

I just use google drive, it allows me to figure out what I'm spending on.

izzop · 31 Oct 2016 at 11:22

Don't Barclays offer an app for you to do this?

sbk1972 · 31 Oct 2016 at 11:23

do they ? will look

=XDC=FluphyBunny · 31 Oct 2016 at 11:25

My wage goes in the bank and aside from a small amount, most goes out in bills. Yeah that about covers it.

Not certain about Barclays but Santander allows you to download your statements and open them in excel. That would be enough to go through them and see where your money has gone, amend, highlight or print out for reference.

something daft already!! · 31 Oct 2016 at 11:26

I manage my money with my brain.

izzop · 31 Oct 2016 at 11:26

sbk1972 said:
do they ? will look

I don't know if they do, but I'd be rather surprised if they didn't.

sbk1972 · 31 Oct 2016 at 11:28

Mmm could see any mention of an app.

I used to also download statements, cover into Excel and management my accounts that way. However, haven't done this for 6 months, so a little behind so reckon there must be an app that can help me.

SBK

bloodiedathame · 31 Oct 2016 at 11:43

Excel first. Money Dashboard second. Useful to track spending.

EGuitarStar · 31 Oct 2016 at 11:43

howiepoohs said:
I manage my money with my brain.

+1

Daaaavvveee · 31 Oct 2016 at 11:46

I just use the banks apps, and tend to check it daily so i always know what i am spending

NexusK · 31 Oct 2016 at 11:47

Wife 1.0

Housey · 31 Oct 2016 at 11:47

Excel. I've tried all sorts of apps over the years, but I come back to Excel.

kefkef · 31 Oct 2016 at 11:48

NexusK said:
Wife 1.0

Same here. Does your have the same as mine, came with the optional Nagging 2.0 which you apparently cant remove once installed!

#Chri5# · 31 Oct 2016 at 11:54

Microsoft Money - still works a treat.

Pho · 31 Oct 2016 at 11:55

I use MoneyDance - very simple to use and will automatically categorise most things on'ce you've told them what they are. I just export my statements from my bank account in quicken format and open it with it and it does the rest. It looks like there's apps too.

MoneyDashboard looks and sounds the best as it can automatically integrate with your bank account without you needing to export anything manually - you effective give it your login details. I decided not to use it tough as the NatWest terms didn't like you doing it. Check with Barclays though as some are fine with it.

Jamesyboyjim · 31 Oct 2016 at 11:56

My dear lady takes care of such things, I just transfer whatever to the joint account as I'm told! She's the brain I'm the Brawn (and I'm not even very good at that)

413x · 31 Oct 2016 at 12:00

howiepoohs said:
I manage my money with my brain.

Same.

Almost everything is automated. And I mentally overestimate my spending

I know I get paid end of month.
Credit card bills etc all. Come out within a week. And the rest is spare.

Anything more is just extra hassle. My pay is static, bills are static apart from my Cc card so it's really the only one I check monthly.

Bear · 31 Oct 2016 at 12:06

Nothing at all, I earn more than I spend so dont really care past that.

Tom_ed1987 · 31 Oct 2016 at 12:11

Housey said:
Excel. I've tried all sorts of apps over the years, but I come back to Excel.

+1, but I don't manage in detail, just keep track of accounts, bill readings, big purchases etc.