Basic free personal finance software

[Ole Joe Clark]

Looks like MS Money is finally dying on the vine. Any suggestions from you guys for some basic software to help me keep up with checks and such? Ya'll are my go to source for just about anything from guns to groceries.

Thanks in advance for your input.

Have a blessed day,

Leon

 

[len917]

I tried to switch from Quickbooks and found that the others out there were either too complicated or full of junk that the average person doesn't need. If you are good with Excel, then you may want to make your own template and make the same type of entries that you do on a software.
Good Luck.

 

[DWalt]

For many years, I have used an Excel spreadsheet to balance my checkbook. That is about as simple as it can get. In fact, I have most of my financial information and records on interconnected Excel spreadsheets also. I update them every quarter. I've never felt a need for anything else, and my financial records are fairly complex. If I ever need to go back in my records for, say, 1998, I can do it with the click of a button.

 

[Beemer-mark]

Most banks, credit unions, stock brokers, etc allow you to download your data into Excel where you can slice it and dice it to your hearts content.

 

[robrossk]

Excel is the answer!

 

[Ole Joe Clark]

Thanks, I have created a few excel spread sheets that worked pretty good.

Have a blessed day,

Leon

 

[Jeff423]

My 2013 version of Quicken is still working on Windows 10. You might find an older version of Quicken on Ebay.

 

[THE PILGRIM]

A little drift story-
A few ago in a local Coffee Shop I see a Jazz Guitar Player - Teacher frantically working on a stack of paperwork.
I nod to him and go sit down.
I thought he was writing or arranging music.
Later on I see him and ask him what he was doing.
He replied he was doing the books on some rental property they owned.
I told him don't do it that way!
Get a free or cheap property management program, set it up on your computer, plug-in the numbers!

 

[GypsmJim]

For many years, I have used an Excel spreadsheet to balance my checkbook. That is about as simple as it can get. In fact, I have most of my financial information and records on interconnected Excel spreadsheets also. I update them every quarter. I've never felt a need for anything else, and my financial records are fairly complex. If I ever need to go back in my records for, say, 1998, I can do it with the click of a button.

That's the answer. A little reading and studying and its easy to become an Excel expert.

My wife has a business and I wrote a complete software package for her. There are pages for expenses, receipts, travel mileage, etc. They are all linked together. The last page is set up to extract the pertinent data and calculate / print out the numbers needed to insert in the income tax forms. Easy peasy.