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Old 04-01-2014, 03:09 PM   #5
Ducay
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Join Date: Feb 2006
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Quote:
Originally Posted by GGG View Post
What kind of features do you want?

I have a basic one which I just bunch everything into categories. Then at the end of the month I import my visa and bank statements and assign each expense a number based on the category it falls into. Then it totals each catagory so I can compare it to my overall budget.

It is cumbersome and not user friendly I want to write a query which will auto populate the expenses into categories for me based on key words but haven't bothered yet.
I used to do something similar until I discovered mint. Automatically pulls transactions and assigns categories on a daily basis from pretty much all banks and credit card providers, etc.
Best thing is you can have it as complicated or as simple as you want it, and will continue to compile info and budgets even if you skip a month.
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