If UI-based, a UI that doesn't make me waste my time (ahh.GnuCash.) If not open-source, pay once – no monthly subscription or forced paid upgrades. Open-source or, failing that, reasonably responsive developer support. Usable without too much frustration by my tech-savvy-but-not-a-developer partner.Īccurate (yeah, the finger is pointing at you, Moneydance.) Not cloud-based at least not on a 3rd-party server I can't lock down and controlĬan handle currencies and exchange rates properly (many claim to most don't)Īble to track investments beyond mutual funds/stock accounts (e.g. Not elegant, but way easier on my soul than the hunt. Now that i've given up the hunt and am in recovery, I've managed to cobble together a system that works pretty well.for me. So for the longest time I listened to the siren's call, "Hey, man, it's out there – you just gotta keep looking." It's hard to believe in 2019 it doesn't exist. I suppose everybody has to do their own due diligence, but my conclusion is: it doesn't exist. I've spent an astounding amount of time over the years looking for personal accounting software that would cover (what I consider) the essentials. So what are your recommendations? Should I look at Firefly III deeply and see if it is what I'm looking for? If you need any additional information, or I need to organize this post better, please let me know! I'm currently taking an introduction to accounting class, so I do understand some accounting concepts (maybe why I'm still attached to GNU Cash). I'm a high school senior who's looking to keep track of his personal finances as he enters life. I've looked into Firefly III because I noticed that seems to be pretty popular, however, after reading one of the posts that FEELS like what I would ask, it almost looks like it's not what I want. Works on multiple devices easily (desktops, and mobile devices for the most part). The ability to add and remove accounts as I wish. I have been using GNU Cash for the entirety of that period, but have wondered if there might be something like it that I could host on my domain so all of my devices could easily access and edit it.Ĭurrently all I have in GNU Cash are some asset accounts (Cash in Wallet, along with online accounts such as Steam and Google Play), expenses, and liabilities (what I owe people). It starts at 0.89% for balances under $1 million.So for the past year or so I've been working on tracking my personal finances before actually heading off into the real world. There is no monthly fee, and the annual management fee is tiered based on the investment amount. Even if you’re not quite ready to take advantage of the financial advisor, Personal Capital can help you track your finances and investments in one place. Use the software to determine if you’re on track with your retirement and other investment goals. While you’re charged a fee for this service, financial advisors are obligated to provide you with advice that works in your best interest. If you have a portfolio of more than $100,000, you can get personalized financial advice based on your goals. If you have multiple accounts, using Personal Capital can save you from having to switch between tabs to understand where you stand.
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You can include your bank accounts, mortgage, and other credit accounts, plus your investment accounts, to have your complete financial picture right in front of you. Personal Capital lets you manage all your financial accounts in a single platform. Filing your state taxes will be an additional cost with its higher-tier options. TurboTax offers a few tiered plans, ranging from $0 to $119 for federal tax filing.
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While you can use TurboTax on the web, you can also download the software to your device for added security. Paid versions of TurboTax include a feature to help you uncover deductions you may not have known were available to you. On the higher end, TurboTax Live connects you with a tax expert to give you personalized advice and answer questions about your tax return. The basic version lets you file your federal and state return for free if all you use is form 1040 with no attached schedules. If you’ve used TurboTax before, the software will remember your personal information and ask whether there have been any major changes.
Entering your tax information is fairly simple-import your W-2 information from your employer or take a picture of it, and the software will transfer the information into the form. While it’s one of the pricier tax preparation tools, it’s also consumer-friendly, walking you through your taxes to help you accurately file your return. You may not necessarily need TurboTax to manage your finances throughout the entire year, but when it’s tax time, the software can come in handy.
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