Quicken has a built in bill pay that may be useful for planning future expenses. It allows you to tag them as well as save a note for the expense. It will save categories from the same locations i.e. Quicken does a pretty good job automatically categorizing expenses. Eventually it will correct itself, but it can be frustrating. It works great with Chase, however every now and then it will break the connection with Wells Fargo. Will automatically update bank account information and pull in checking, savings, and credit card account expenses. Just some feedback on my experience with Quicken, which is what I use. I may have spoiled myself with all the features that I built into my own tracking solution, but the closer I can come to matching my desired feature-set the better.
Tracking and reporting on performance versus plan with a breakdown by category. Ability to project remaining cash in account by next pay period Ability to plan expenses far into the future by structuring them on either draft date or draft sequence (IE 3rd thursday of each month there will be a bill for $200) Automatic (based off rules or machine learning) categorization of individual all/most Some features I've built for myself and am looking to replicate are: I know YNAB is frequently recommended, but is the PF consensus that this is still the market leading PF tracking software? Okay so I've recently gone through some life changes (all good ones) and while I'm trying to re-gear my financial tracking and reporting, I'm realizing that my monster personalized reporting database is just too much of a pain in the butt to modify and edit as my life changes. Here, please treat others with respect, stay on-topic, and avoid self-promotion.Īlways do your own research before acting on any information or advice that you read on Reddit. Get your financial house in order, learn how to better manage your money, and invest for your future.
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