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- MONEYSPIRE IMPORT FROM QUICKEN MANUAL
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And you can access your data from your phone. It is rare to find a web-based personal finance app that can import from Quicken or Mint, but CountAbout has you covered. Unique to CountAbout, you can import your existing transactions from Mint or Quicken. CountAboutĬountAbout is an online service that automatically downloads your transactions into one central place and allows you to create budgets with ease. Moneyspire offers support for Windows, Mac, and Linux.
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You can create a budget and download transactions from your bank. With this app, you’ll spend most of your time looking at your dashboard screen, so you don’t need to jump back and forth between views.
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This is an app that can help you not only establish your budget and track your bills, but it can also monitor your investments.īest of all, Moneyspire is very simple to use and makes seeing your financial picture a no-brainer. Moneyspire was created to help streamline the task of money management. You can use this to track your net worth, set a budget, or anything else you can imagine 7.
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You can start with one of their free templates or build your own, but after the initial work, you’ll have a fully automated spreadsheet tailored to what you need. Tiller – a $4.92 a month service (after a free 30-day trial) – that pulls your data for you and puts it into a Google Sheets or Microsoft Excel document. It does use an advertising model for revenue, so be prepared to see some advertisements. It also highlights your top spending categories. In the dashboard, it shows your cash inflows, outflows, and what’s left. Power Wallet uses a cash flow model of budgeting. I was unable to link a retirement account at Fidelity and credit cards from Citi. I found the linking process to be smooth, with two exceptions. This online budget tool enables you to link bank accounts, credit cards, loans, and investment accounts.
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The last Mint and Quicken alternative on our list is Power Wallet.
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Without the paid version, however, it’s an entirely manual process. The budget is broken down into categories, such as housing, transportation, and food. The paid version adds, among other things, online connectivity to your financial institutions. It comes in both a free and paid version. It is an online budgeting and money management tool. However, if I want to automatically download transactions, I must pay a yearly fee of nearly $45.ĮveryDollar is a good option.
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The software set me back $64.99, which by itself would be fine. What I’ve found most appealing about Banktivity is that it just works. I’ve successfully connected investment accounts from major brokers, a mortgage on an investment property from Chase, and credit cards from Citi, Capital One, and other issuers. I’ve found connecting accounts to be, while not perfect, workable. Once connected, Banktivity manages your entire financial life in one place.
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Much like Quicken, you can connect bank accounts, credit cards, mortgages, and even investment accounts. Banktivityįor those with a Mac looking for software, Banktivity is an excellent choice. Once you’ve used the software for about a month, you’ll rarely need to categorize expenses manually. Categories can be assigned to your spending automatically. It uses a familiar spreadsheet format that’s very easy to use. I’ve tried virtually every budgeting tool available, and YNAB is without question the most effective. YNABįor those focused exclusively on their budget, there’s nothing better than YNAB (short for You Need a Budget). This is particularly helpful if you, like me, have multiple retirement and taxable accounts. From asset allocation to investing fees, this tool gives you easy insight into your investment portfolio. Once linked, Personal Capital provides a wealth of information about your portfolio. It enables you to link all of your investment accounts.