Financial questions

[bethany169]

This may seem a little OT, but I know we've talked about teaching kids healthy financial habits before so this ties in a little.

DH and I both have several retirement accounts from different jobs, checking accounts at 3 different banks, etc, and I'm trying to get them all organized in one place so that I have a good view of our financial picture, as well as all our account information in one place. 

Do you ladies have any software or websites that you recommend for organizing your personal finances?  I'd prefer free, but I'll pay for something if it does everything I need it to and is secure and trustworthy (security and trustworthiness being the most important).

[nngmommy83]

I've heard of several people using Dave Ramsey site to do that but I just use excel myself

[VisionSeeker]

I've got nothing sweetie. Sorry

[countrymomma81]

I'd like some answers as well. I've looked up a few programs but they seem to be more difficult than what I'm looking for. Every one had a place to monitor credit cards but we don't have any and that's what most of them focus on. 

[bethany169]

Does his site have a way to link up your accounts so that it automatically downloads the balances, etc?  Part of my problem is I don't have time to load the info myself each month....

Quoting nngmommy83:

I've heard of several people using Dave Ramsey site to do that but I just use excel myself

[bethany169]

I did a quick google search and Ace Money Personal Finance Manager seems to cover just about everything. I think that's what I might go with, just to cover all my bases.  We've gotten rid of all but one credit card too, I just need a place to track all my bills, and our different account balances. The reviews on this site contain just about every category you could hope for, so maybe it will help you narrow it down....

http://personal-finance-software-review.toptenreviews.com/

Quoting countrymomma81:

I'd like some answers as well. I've looked up a few programs but they seem to be more difficult than what I'm looking for. Every one had a place to monitor credit cards but we don't have any and that's what most of them focus on. 

 

[countrymomma81]

Thanks. I will look into that one when I get home.

Quoting bethany169:

I did a quick google search and Ace Money Personal Finance Manager seems to cover just about everything. I think that's what I might go with, just to cover all my bases.  We've gotten rid of all but one credit card too, I just need a place to track all my bills, and our different account balances. The reviews on this site contain just about every category you could hope for, so maybe it will help you narrow it down....

http://personal-finance-software-review.toptenreviews.com/

Quoting countrymomma81:

I'd like some answers as well. I've looked up a few programs but they seem to be more difficult than what I'm looking for. Every one had a place to monitor credit cards but we don't have any and that's what most of them focus on. 

 

[emarin77]

Quoting nngmommy83:

I've heard of several people using Dave Ramsey site to do that but I just use excel myself

[NicholasMama608]

I use Excel. 

A lot of people like Dave Ramsey.  But it's is nothing more than using envelopes to designate what money goes where so you don't swipe your card and use $20 of Food money for Gas.  It's nothing special.  I learnt how to do that when I was a kid from my grandmother and back then it wasn't a special method it was just an easy way to visually see where your money is going.

[batjmom]

 I'm sorry I dont have any helpful information on a free site.  The site we use is not free

[abra]

I think my husband uses ibank.