Microsoft Money type program

Jamauk

Jamauk

Jamauk

Associate
Joined
16 Mar 2004
Posts
1,931
Location
Oxford
I've just changed my Fathers computer to Windows 10 x64 as the old one finally gave up and died. He used to use GSP Money Matters which was 16 bit and worked on an x32 OS, I managed to get it working in Windows 7 x32 with some tweaking.

I remember there being Microsoft Money many years ago that by all accounts (pun intended) was almost identical to GSP Money Matters.

Is there something now that would offer similar functionality? I'm sure just something in Excel could do it, I just don't have the time, patience or entire knowledge of how to create this, and Google seems to be failing me and only offering links to forums from 10+ years ago.
 
Thanks, I've downloaded it, next I'll install it on his PC and he can test it out and make a decision on it...
 
I used to use MS Money 2005 until going to windows 10 64bit - I now use the online Money Dashboard website to track my accounts. Isn't exactly the same and requires some setting up to get it just right but seems to work well automatically. No need for manual transaction downloads, just let it retrieve transactions from your accounts, tag any transactions not auto tagged and you pretty much done.
 
MS Money stopped working properly for me in Windows 10. I moved to an old-ish version of Quicken for a while which matches Money functionality quite nicely, but was all quite manual in terms of putting expenditure etc. in.

I've now moved to Money Dashboard and been on there for probably about a year. I wouldn't go back. It's perfect :D
 
Sorry for the lack of updates on this, I've left the suggestions with him and he will be trying them and seeing which one is best for his needs. I would go with MS Money but that's mainly as it's the only one I've heard of before, it would though be pointless for me to decide on his behalf, I may suggest something that would be completely useless for his requirements.
 
I've never properly used any of these programs, but the way I understand it is that they make it easier to see various accounts in one go and make planning/forecasting a lot easier and simpler.
 
Resurrecting this one as I'm after something new now. I'm no longer happy using Money Dashboard for a couple of reasons - I don't like them using my data and I don't like them storing my login details (not to mention that's against your bank ToS anyway and if you did get hit by fraud they could technically refuse to cover you because you provided your details to a third party).

I've looked at:
  • Bank Tree - good software, but costs £3.50 per month for transaction sync functionality
  • Ace Money - good but transaction sync side of it is basically US only
  • Quicken Starter 2017 - only $30 for the software, looks good but again not sure if it supports UK banks
  • YNAB - I don't need a budget, honestly :p (plus I don't believe it syncs transactions anyway)
  • GnuCash - American again
  • Moneywiz - Uses same service as BankTree to sync. Costs £50 per year, but that includes the software and sync capability. Bank Tree is £42 per year just for sync and £35 for the software which I think you pay to upgrade major versions.
So it turns out BankTree and Moneywiz both use Salt Edge to synchronise with banks. Salt Edge uses the various APIs and scrapes data when there is no API available. So I assume by using this service, as I am passing my login credentials to Salt Edge, I am still breaking my banks terms of service?

Thanks
 
Last edited:
Any sync is obviously going to need your credentials.

I'd see which if any of those can parse a statement, depending on your bank. Natwest for example support statements in MS Money/Quicken/Sage (OFX/OFC) formats and CSV. There must be some of those that can work out your expenditure from a CSV file. It's just then up to you to do it periodically.
 
True. However, a lot of US banks have something called direct connect, which I presume is an API type thing that means you put your credentials in to the software (which is on your machine locally) and connect directly to the bank, no third party software or aggregator.

BankTree has a pretty decent CSV import but it would mean manually logging in to each of my accounts which is a bit of a pain.

I guess I expected all/most banks would have some sort of API which I could use directly. It appears not in the UK :(
 
You must log in or register to reply here.
Back
Top Bottom