They have every single institution I use. My banks, investment accounts, credit cards, and loans are all set up.
Just be aware that some financial institutions only allow connecting the accounts during certain hours. No more manually exporting QIF files to upload to it. Moneyspire Connect - all of my accounts will sync to the program with the click of a button. And you can save the report query to make it easy to tweak later on if you decide it needs adjustments. Reports - the reports are very customizable and have made tracking my income vs. Hide Accounts/Categories/Payees - when an account is paid off you can hide it and it's accompanying categories and payees so you have less to scroll through when inputting new transactions. Nicely totals all of my credit card debt. Sub accounts - makes it really easy to track all of my escrow account transactions from the origin of the mortgage. There are a lot of features I haven't tried as of yet but here are features I really enjoy:
#Moneyspire doesnt remember password software#
It's not visually striking like some other software I've seen but it's highly customizable which I love. Overall I've really enjoyed it and I've been using it for almost 3 months now. Create your own categories, tags, budgets, and split payments between accounts. It's offline, doesn't require a subscription, can reconcile, and imports QIF, QMTF, OFX, QFX and CSV. They also have a Professional version that prints checks and creates invoices, and probably a host of other things, but I have zero experience with it, and it costs more than than the standard, but only by about $20.
#Moneyspire doesnt remember password upgrade#
I personally chose to purchase it outright, and I'll just check the release notes for their next version to determine if I want to upgrade or not. And then if you decide you want to "upgrade" every few years, you only have to pay 40% of the purchase cost, which they verify you already own it by requiring the original license code. You can make a one time purchase of the software (on sale now for $30) and receive all updates within the year of purchase, or you can subscribe to it for something like $5 a month.
I just commented this on a post and felt it deserved its own post for those looking for a personal finance software.
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