this post was submitted on 30 Aug 2023
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Personal Finance

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Personal Accounting Software (sh.itjust.works)
submitted 1 year ago by jubilationtcornpone@sh.itjust.works to c/personalfinance@lemmy.ml
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I'm a long time PocketSmith user currently switching to Quicken. PocketSmith is a decent product but has some glaring issues that don't seem to be on their radar and I feel like my finances have honestly become too complex for PocketSmith's simplistic philosophy.

Quicken is the 800 lb. gorilla of personal finance and has been for decades. It's fairly complex but also way more feature rich than most personal finance software. My main complaints about it are that it's a (mostly) Windows Desktop only platform and that handling attachments is more time consuming than PocketSmith. In reality, PocketSmith doesn't handle attachments that well. I just built an app to help streamline the process which is not an option with Quicken.

We run a couple small businesses along with our personal finances, which Quicken accommodates just fine.

What personal Accounting software are you using and what do you like about it?

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[–] miketunes_@lemmy.world 4 points 1 year ago* (last edited 1 year ago) (1 children)

I like https://www.empower.com/empower-personal-wealth-transition (used to be personal capital). It's geared more towards investment tracking.

[–] NovaPrime@lemmy.ml 1 points 1 year ago

This is what I've been using and it's great. Has an open api as well if you want to build and run your own simulations using your actual data without having to integrate with all of your investment/banking apis as well

[–] Valdair@kbin.social 4 points 1 year ago (1 children)

Might be silly but I honestly just use Excel. I could do with some more features or automatic calculations for certain things but I like to just be able to tinker with data.

[–] fnie@lemm.ee 3 points 1 year ago

this is the portable solution

[–] sugar_in_your_tea@sh.itjust.works 1 points 1 year ago

I use Tiller, which basically just dumps transactions into a spreadsheet, and has a few lightweight budgeting features as well. I tried several other apps and whatnot and I ended up just copying stuff into my spreadsheet anyway.

I like being able to run custom formulas on my transactions. I have a bunch of accounts, and it just makes tracking finances so easy.