What is personal finance software?

In this fast paced world, it’s not always easy to keep track of your money. But did you know that there is software designed specifically to help you with your finances?

Personal finance software allows you to manage all of your bank accounts, ISAs, investments and expenses in one handy package. The programs normally consist of spreadsheets from which you can generate charts and schedules, providing an at-a-glance picture of your outgoings – essential if you’re wondering where you can save money!

Here are three excellent money managing packages we came across.

BankTree works with Microsoft Windows has facilities for logging income and expenditure, scheduling payments, managing investment portfolios, budgeting, and importing data from online banks. It also features loan and mortgage calculators, along with currency and stock rates. Priced £24.50.

Personal Accountz works with Mac OSX 10.3+, Windows Vista or XP and Linux. It gives real time balances and automates direct debits and standing orders. You can download bank and credit card statements and create monthly, quarterly and yearly budgets. The graph feature allows for forecasting. This personal finance software costs £30 and includes free lifetime forum support.

Moneydance is compatible with Mac, Windows, Linux, iPhone and iPad. Features include forthcoming and overdue payment schedules and reminders, exchange rate data, online payments and graph generator. Moneydance Mobile for iPhone and iPod Touch can be synchronised with the desktop version for money management on the move. The software is priced £34.99 and the app is free to download from the App Store.


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