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PostPosted: Mon Jan 02, 2012 11:21 pm 
This year my plan is to analyze our expenditure in a bit more detail and I started to look at software packages but is that ott? I think I just need to import all the credit card transactions into Excel and categorize them, plus log all the cash/other transactions each day/week but am interested to know what works well.

I started to work out letter codes to apply to all the credit card transactions eg. D DIY, R restaurant, then thought two letters would be better as there are bound to be overlaps :? then thought I'm sure someone somewhere already has a fab system they could share, :idea: please.


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PostPosted: Tue Jan 03, 2012 12:47 pm 
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Joined: Fri Mar 26, 2010 7:38 pm
Posts: 105
I have been using Quicken for about 10 years now and have found it a very useful package. I haven't linked it to my bank account etc. Just use it as a standalone budgeting tool.


Last edited by nigs on Tue Jan 03, 2012 2:05 pm, edited 1 time in total.

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PostPosted: Tue Jan 03, 2012 1:20 pm 
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Joined: Fri Jul 31, 2009 7:46 pm
Posts: 308
Location: Bucks
I use Microsoft Money (but not sure if you can still get it anymore) but is fab couldn't live without it.


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PostPosted: Tue Jan 03, 2012 6:48 pm 
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Joined: Tue Jun 02, 2009 9:28 pm
Posts: 2439
Money saving expert (Martyn's Lewis) has a good spreadsheet you can use for budgeting purposes. Also, the book,'your money or your life' by Alvin Hughes is really good for organising your finances. It also has a budgeting page which I find useful.


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