• Content count

  • Joined

  • Last visited

Community Reputation

9 Neutral

About captious

Profile Information

  • Nationality USA
  • Gender Not Telling

Recent Profile Visitors

1,022 profile views
  1. Personal finance software programs

    I'm still searching for the right piece of financial software, but for those who are interested, I'm writing up my reviews here:
  2. Personal finance software programs

    Yeah, after playing around with MoneyMoney I also find the reporting really weak, especially when I have multiple currencies per category.   After searching around I found three more options. It's unclear to me whether they automatically download from both my German and U.S. banks. I'm going to download the trial versions and give them a try.    Money Wiz (US) iFinance (German) Banktivity (US)   But if anyone has already given them a try, please save me the effort and let me know how they worked.
  3. Personal finance software programs

    Okay, I played around with outbank some more and the budgeting capabilities seem truly primitive. It seems there is no way to set up a budgeting category outside the 9 fixed categories it offers, and there seems to be no way to see the total spent per category except for a specific month. I can't even figure out how to see all expenditures in a category. Clearly I need a different recommendation. I really want something that will "learn" how to categorize transactions based on my previous tagging, and make it easy to see how much money I've spent in a category (as well as the specific transactions) over any time frame I specify.  
  4. Personal finance software programs

    I know this is an old post, but I am still looking for some decent budgeting software for my German bank accounts. I do not want to enter everything manually. I am only interested in software that does automatic downloading via HBCI, and that works on my mac.   I tried finanzblick but the interface was truly awful. Then I tried outbank and it's a bit better but I can't figure out how to make truly custom categories. Maybe I just need to play around with it some more, but I'm finding the "tag" approach a bit mystifying. There must be something easier to use.   I can try the (recommended above), but wanted to check here first to find out if there are better options that have turned up in the last 3 years.