![]() ![]() The calendar allows you to visually see and browse your upcoming bills, while the list allows you to see each bill reminder and its status in an easy-to-read list format. Your reminders will be displayed in two formats: a calendar and a list. ![]() The reminders screen will show you all your upcoming, due and past due bill and deposit reminders. You may add any type of file, such as documents, images, PDF files, etc. You can add file attachments to an account (such as an account statement) by right clicking the account from the account list and selecting File attachment. You should clear a transaction when you know it has been processed, for example, when a check has been cashed. You can clear a transaction by checking its corresponding check box, or by using the reconcile feature. The Balance column displays the total balance of all the transactions, while the Cleared Balance value at the bottom displays the total balance of all the cleared transactions. You will also notice there is a Balance column in the transaction register and a Cleared Balance value in the status bar at the bottom. You can customize the transaction register options by clicking the View menu option. You will then be taken to the account's transaction list where you can add, edit or delete transactions. To view an account's transactions, first click on Accounts on the top, then double-click the desired account. Screenshot of Transaction Register Screen You can click the Choose accounts and Choose categories buttons to select which accounts and categories you want included in the overview chart and bills due list. The Overview screen allows you to see your income, expenses (and the difference) for the month, as well as your bills due and your budget progress. The main screen is split up into six (6) sections: 1. If you're looking for an alternative to Quicken, you're in the right place.īefore web-based personal finance tools, Quicken was one of the best personal finance budgeting and bill management software available.Moneyspire was designed to be straightforward and easy-to-use. Where else could you get software that pulled all your financial information, organized your bills, helped you pay for those bills, and was basically a money consigliere? The only “downside” was that you had to pay for it.īut over the years, other companies brought new offers, built from the ground up, and took advantage of the newer technology available. ![]() Moneyspire connect username and password software# They use code that runs faster, connects seamlessly with other financial companies (like bank accounts and credit cards), and just has fewer issues doing regular tasks like tracking your net worth. Most importantly, many are free so you can try them yourself. I was a fan of Quicken but let's accept reality – Quicken breaks a lot. It doesn't sync your accounts randomly sometimes, you have password problems, screens that should appear are blank or lag, and it's just not a great user experience. We compiled a pretty big list below but here are the two that stand out among the crowd: Here are some of the best Quicken alternatives available: □ Our Favorite Picks (and why) If you're tired of Quicken, its support and sync issues, and want a suitable free alternative or replacement – we have some options. ![]() Personal Capital – It covers nearly as much ground as Quicken (no billpay) and regularly updated so you don't have to worry about sync problems.Moneyspire connect username and password software#. ![]()
0 Comments
Leave a Reply. |
Details
AuthorWrite something about yourself. No need to be fancy, just an overview. ArchivesCategories |