Easiest personal finance software

ginjjSeptember 4, 2011

I use Bank of America for my online banking. I would like to learn an easy program that will categorize my expenses, keep track of my payments etc.

The choices B of A gives are

WEB Connect for Quicken 2009 and above

Managing Your Money - QIF file (2 digit)

Quicken - QIF file (4 digit)

Microsoft Excel Format

Printable Text Format

Since I'm a senior I'm interested in easy to learn and easy to use programs.

Thanks!!

Ginny

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LuAnn_in_PA

I am a big Quicken fan... been using it since the days of DOS!

    Bookmark   September 4, 2011 at 4:24PM
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marie_ndcal

I too use Quicken, but I buy the new update each year, not just download. I also back up about every 3-6 months, that way if I have to major repairs on the computer and loose Quicken, I have the disk and updates.

    Bookmark   September 5, 2011 at 4:30PM
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LuAnn_in_PA

I buy an update every three years as not much changes year to year.
I back up at LEAST twice a week. Nice that you only need to do it every 3-6 months! We have so much data... I would NEVER be able to reconstruct 5 months worth if something happens.

    Bookmark   September 5, 2011 at 4:38PM
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ginjj

Which Quicken should I choose?

WEB Connect for Quicken 2009 and above

Quicken - QIF file (4 digit)

Not a clue as to what they are. I know, I've got some reading to do!!

Have any of you used something like Lynda.com to learn how to use Quicken?

I heard a speaker from Lynda.com. Sounds like good tutorials, not free however.

Thanks for your suggestions!

Ginny

Here is a link that might be useful: Lynda.com

    Bookmark   September 5, 2011 at 8:24PM
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LuAnn_in_PA

I don't know about either that you mention.
I buy my Quicken CD from Costco every three years.

I also know nothing of Lynda.com.
I thought it was easy enough to pick up with the tutorials that were on the CD and online.

    Bookmark   September 5, 2011 at 10:46PM
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writersblock

What you're describing is file formats, not software programs, ginnyginny. If you want to use quicken, just buy the current version.

Lynda.com is very good for some software--I know their photoshop courses are highly regarded. They have some free trial videos for each course. I'm not sure their quicken course is up to date at all (it's for quicken 2009 and I have no idea what the current windows version is, since I have a mac), but if you go to the page linked below, the titles in blue are free to watch:

Here is a link that might be useful: lynda.com quicken

    Bookmark   September 7, 2011 at 11:22AM
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