Accounting (Credit /Debit) Software needed

mail4loys · 28th March 2008, 16:18

I have been using MS Money 2006 for quite a long time and its really good in managing our personal accounts!

ashthedivx · 5th April 2008, 11:00

Do we have some kinda software to take care of our MF and SIPs, I have been using moneytrackin till date but it seems i need to consolidate all my finances/portfolio under one software.

Any suggestions ?

nemo · 20th October 2008, 17:40

I have tried moneydance and couple of other tools before sticking with Acemoney -- it's a light weight application with a free and paid version. It's perfect for personal finance and I've been using for the last few years.

SLK · 20th October 2008, 18:52

Money is the way to go! Statements of banks with good online system can be directly imported into Money.

Basically its a perfect end user application, nothing professionally advanced about it.

babhishek · 22nd October 2008, 15:40

gnu cash is good as well... it consolidates everything and is available in a portable usb stick avatar (helps when the computer crashes and you end up losing everything).

its available from portableapps.com
gnucash portable.

simonkayar · 17th February 2009, 09:59

The Expense Organizer
I have designed this so that we have a easy and fast method to note down all the monthly expenses (even daily expenses too). Then the sheet automatically does all the necessary calculations for you and even draws some nice graphs. You will never have to bother keeping track of your expenses here after.

Link to Download
Expense_Organizer_Ver3.0.xls

File Type/Size
Easy to Use Excel Sheet of 215 KB

Suggestions on using the Expense Organizer
1. There are 15 sheets in the Excel file.
2. 12 Sheets are present for the 12 months and are labelled as 'Jan', 'Feb', 'Mar' etc for you.
3. The first sheet is for Settings where user can define the names of various expense and income heads. The last 2 sheets are the Graphs and Reports Sheets. You need not enter anything there. It will automatically generate all the reports and graphs.
4. Entering data is child's play. It is very very easy. Even those who are not aware of 'Excel' can do it. I have tried my best to make it very user friendly.
5. Many have have come up asking for passwords. Please note that the protection done on the sheets is for users not to accidentally disturb the data. There is no password for the protection.

Screenshots of the Expense Organizer
1. The first sheet is the 'Settings Page' where you can set the fields of income, expense and investments per month. You can also choose currency (Rs, $ etc) and plan you monthly budge here

Accounting (Credit /Debit) Software needed-expense-organizer-settings.jpg

2. The 12 sheets for the 12 months look the same. (like the one below for Jan).

Accounting (Credit /Debit) Software needed-expense-organizer-months.jpg

3. There are two sheets at the end "Reports" and "Charts" that give you a summary of the Income / Expense / Investments for the whole year. (Check out the chart sheet below)

Accounting (Credit /Debit) Software needed-expense-organizer-chart.jpg

Technocrat · 17th February 2009, 13:33

Looks good thanks for sharing

I use a similar sheet but sans the formatting, graphs & report

VJ_MAVRICK · 17th February 2009, 13:40

That's a good one Simon and though I always thought of downloading "kharcha pani" never did that. Your link here made me realize and start following it. Thanks Buddy

dadu · 17th February 2009, 13:41

yes, looks nice, have been looking for something like this, thanks.

knp · 17th February 2009, 13:50

looks very neat and simple! thanks for sharing this with us.

benbsb29 · 17th February 2009, 13:52

I have been using a similar setup for my tracking purposes, till i became lazy and then it didnt work out. Ofcourse, i used a different format, and didnt involve too many charts and graphs, just one.

Tejas@perioimpl · 17th February 2009, 13:56

Just downloaded it. Will try it soon and let you know how it works for me. Thanks.

madan80 · 17th February 2009, 14:20

nice. ive created an application running the same thing about 2 years ago which i have been using for personal purposes, will look at opening it up. didnt think folks would be interested.

nemo · 17th February 2009, 21:30

there's another popular excel based finance tool called pear budget and it's freee

here's the link http://www.pearbudget.com/pearbudget.zip

Ketan · 5th July 2009, 12:08

ah! Microsoft decided to discontinue Money!! sad! Intuit has now reduced the prices for its quicken and waiting to hog on all money customers. However, money will be pulling bank transactions untill 2011 and you can continue adding transactions mannually after that, but I felt it was a good option available to compare with other personal accounting softwares in the market.

28th March 2008, 16:18	#31
mail4loys BHPian Join Date: Nov 2006 Location: Austin, TX Posts: 378 Thanked: 8 Times View My Garage	I have been using MS Money 2006 for quite a long time and its really good in managing our personal accounts!
	() Thanks

5th April 2008, 11:00	#32
ashthedivx Senior - BHPian Join Date: Feb 2007 Location: Delhi Posts: 1,356 Thanked: 24 Times	Do we have some kinda software to take care of our MF and SIPs, I have been using moneytrackin till date but it seems i need to consolidate all my finances/portfolio under one software. Any suggestions ?
	() Thanks

20th October 2008, 17:40	#33
nemo BHPian Join Date: May 2007 Location: Bangalore Posts: 180 Thanked: 9 Times	I have tried moneydance and couple of other tools before sticking with Acemoney -- it's a light weight application with a free and paid version. It's perfect for personal finance and I've been using for the last few years.
	() Thanks

20th October 2008, 18:52	#34
SLK Senior - BHPian Join Date: Feb 2004 Location: DL XX XX XXXX Posts: 1,634 Thanked: 1,011 Times	Money is the way to go! Statements of banks with good online system can be directly imported into Money. Basically its a perfect end user application, nothing professionally advanced about it.
	() Thanks

22nd October 2008, 15:40	#35
babhishek BHPian Join Date: Sep 2006 Location: KOLKATA Posts: 328 Thanked: 35 Times View My Garage	gnu cash is good as well... it consolidates everything and is available in a portable usb stick avatar (helps when the computer crashes and you end up losing everything). its available from portableapps.com gnucash portable.
	() Thanks

17th February 2009, 09:59	#36
simonkayar BHPian Join Date: Sep 2007 Location: Bangalore Posts: 163 Thanked: 91 Times View My Garage	Expense Organizer The Expense Organizer I have designed this so that we have a easy and fast method to note down all the monthly expenses (even daily expenses too). Then the sheet automatically does all the necessary calculations for you and even draws some nice graphs. You will never have to bother keeping track of your expenses here after. Link to Download Expense_Organizer_Ver3.0.xls File Type/Size Easy to Use Excel Sheet of 215 KB Suggestions on using the Expense Organizer 1. There are 15 sheets in the Excel file. 2. 12 Sheets are present for the 12 months and are labelled as 'Jan', 'Feb', 'Mar' etc for you. 3. The first sheet is for Settings where user can define the names of various expense and income heads. The last 2 sheets are the Graphs and Reports Sheets. You need not enter anything there. It will automatically generate all the reports and graphs. 4. Entering data is child's play. It is very very easy. Even those who are not aware of 'Excel' can do it. I have tried my best to make it very user friendly. 5. Many have have come up asking for passwords. Please note that the protection done on the sheets is for users not to accidentally disturb the data. There is no password for the protection. Screenshots of the Expense Organizer 1. The first sheet is the 'Settings Page' where you can set the fields of income, expense and investments per month. You can also choose currency (Rs, $ etc) and plan you monthly budge here 2. The 12 sheets for the 12 months look the same. (like the one below for Jan). 3. There are two sheets at the end "Reports" and "Charts" that give you a summary of the Income / Expense / Investments for the whole year. (Check out the chart sheet below)
	() Thanks

17th February 2009, 13:33	#37
Technocrat Senior - BHPian Join Date: Feb 2004 Location: GTA Posts: 14,813 Thanked: 2,700 Times	Looks good thanks for sharing I use a similar sheet but sans the formatting, graphs & report
	() Thanks

17th February 2009, 13:40	#38
VJ_MAVRICK Senior - BHPian Join Date: Jun 2007 Location: Sydney Posts: 1,239 Thanked: 34 Times View My Garage	That's a good one Simon and though I always thought of downloading "kharcha pani" never did that. Your link here made me realize and start following it. Thanks Buddy Last edited by VJ_MAVRICK : 17th February 2009 at 13:44.
	() Thanks

17th February 2009, 13:41	#39
dadu Senior - BHPian Join Date: May 2007 Location: Bangalore Posts: 3,803 Thanked: 462 Times View My Garage	yes, looks nice, have been looking for something like this, thanks.
	() Thanks

17th February 2009, 13:50	#40
knp BHPian Join Date: May 2006 Location: bangalore Posts: 241 Thanked: 42 Times	looks very neat and simple! thanks for sharing this with us.
	() Thanks

17th February 2009, 13:52	#41
benbsb29 Team-BHP Support Join Date: Nov 2006 Location: Brisbane Posts: 9,968 Thanked: 13,223 Times View My Garage	I have been using a similar setup for my tracking purposes, till i became lazy and then it didnt work out. Ofcourse, i used a different format, and didnt involve too many charts and graphs, just one.
	() Thanks

17th February 2009, 13:56	#42
Tejas@perioimpl Distinguished - BHPian Join Date: Sep 2008 Location: Bombay Posts: 4,423 Thanked: 9,582 Times View My Garage	Just downloaded it. Will try it soon and let you know how it works for me. Thanks.
	() Thanks

17th February 2009, 14:20	#43
madan80 Senior - BHPian Join Date: Jan 2006 Location: Santa Clara, CA Posts: 1,360 Thanked: 80 Times View My Garage	nice. ive created an application running the same thing about 2 years ago which i have been using for personal purposes, will look at opening it up. didnt think folks would be interested.
	() Thanks

17th February 2009, 21:30	#44
nemo BHPian Join Date: May 2007 Location: Bangalore Posts: 180 Thanked: 9 Times	there's another popular excel based finance tool called pear budget and it's freee here's the link http://www.pearbudget.com/pearbudget.zip
	() Thanks

5th July 2009, 12:08	#45
Ketan Senior - BHPian Join Date: Sep 2005 Location: Bangalore Posts: 1,002 Thanked: 442 Times View My Garage	ah! Microsoft decided to discontinue Money!! sad! Intuit has now reduced the prices for its quicken and waiting to hog on all money customers. However, money will be pulling bank transactions untill 2011 and you can continue adding transactions mannually after that, but I felt it was a good option available to compare with other personal accounting softwares in the market.
	() Thanks