Having to spend precious time manually tracking your personal finances.
Tired of spending hours to find out where your money is going? We are here to help you save time and make it easy for you to view all your expenses, bank accounts and credit card statements with just one click. Really!
Track your expenses, and budget, and stay on top of your finances with the below-reviewed personal finance software.
Quicken Home & Business Personal Finance
For decades, Quicken has been one of the most robust tools for personal finance organization and tracking.
When considering which personal finance software is best for you, make sure to explore your options. So don’t forget that Quicken—and its Mac counterpart Quicken for Mac—is one option among many as you evaluate what’s right for your needs.
For small business owners, the best part about Quicken is how easy it is to get a handle on your finances.
Splitting receipts across multiple spending categories can help you manage your personal and business expenses more easily.
These features can help you manage your cash flow so that you know where your money is going.
While Quicken offers four different subscription packages for users, the Home & Business package is likely to be most relevant for entrepreneurs because it focuses on business financials. Most of the others are personal finance-focused.
Quicken Home & Business 2011
Quicken is a useful tool for tracking spending habits and creating reports, which can help you figure out where your money goes each month.
In my register, I have set up reminders to pay bills that appear a week before they’re due. It’s hard not to get them paid on time when the reminder pops up!
While I still occasionally use Quicken to track investments, it’s ability to download stock and mutual fund prices makes for easy tracking of a portfolio’s value.
The best part of the tool is its ability to download transactions directly from my bank and most credit cards. That way I can track expenditures with a “double check” capability.
Microsoft Money 2007
Although Microsoft Money 2007 Premium is convenient for managing household financial accounts, it hasn’t changed much from version 2006.
The market leader offers a simpler interface and the capability to store images of receipts, while providing an even easier solution.
We like that Money 2007’s interface, by default, displays a list of accounts and a spending pie chart on the Home page.
The intuitive design includes shortcuts such as being able to double-click a pie slice in order bring up the register of expenses for editing. The browser-like layout, which contains back and forward navigation arrows as well a various dropdown menus, makes it easy for anyone new to accounting software programs.
The app makes it easy to access the resources you need for banking, bill scheduling and payment reminders. You can also create reports about where your money is going and find investment advice—or quickly file your taxes before a deadline!
Money 2007 is so similar to Money 2006 that we had to dig before finding new features. That’s good if you already like the interface, but Quicken 2007’s radical new home page layout simplifies the view of your financial status by showing only basic information at a glance (e.g., account balances).
Another advantage of Money over other personal finance software is its Savings & Spending Budget, which helps you figure out how much money to spend or put aside each month.
QuickBooks Pro 2011
QuickBooks Pro 2011 is the world’s most popular accounting software. It has been updated to add new features, improve existing ones and make it easier to use than ever before.
There are many new features in this release, including:
A complete redesign of QuickBooks’ user interface that makes it much easier to use.
A new user interface for importing data from other software (such as Microsoft Excel), which can be done either manually or automatically using an import wizard.
An integrated cloud-based backup solution called Cloud Connect that allows users to back up their company files directly from a web browser and access them anywhere on any device.
