Comments on: 10 Options for Personal Financial Planning Software

By: Betty Baker

Betty Baker — Fri, 04 Feb 2011 17:55:48 +0000

I am retired and want something with a feature like Money’s Lifetime Planner. Do you have a suggestion?

By: Bob

Bob — Mon, 01 Feb 2010 14:45:50 +0000

YFS, I agree about Mint – it is a great tool, I didn’t mention it in this article because it isn’t downloadable software- this article was geared towards those looking for a downloadable option…

By: Young, Fabulous & Self-Employed

Young, Fabulous & Self-Employed — Sat, 30 Jan 2010 06:19:37 +0000

Don’t forget Mint.com — I am a huge fan of their budgeting tools. Also, given that it’s a free web-based application with automatic uploads … it is a great tool. As an entrepreneur, I like quick snapshots sent to my email that give me a holistic view of my personal financial picture. It’s simple to use with a great interface.

By: Valerie | Finance Software Store

Valerie | Finance Software Store — Wed, 27 Jan 2010 01:22:21 +0000

New Quicken for Mac 2010 is coming out in a few weeks – it should be interesting to see what users think of it. I’d also like to mention Fortora Fresh Finance which works on both Mac & Windows. You can do the usual things: track your accounts, set up budgets, print checks, generate reports. Also offers multiple-currency support.

By: Rob Mc

Rob Mc — Fri, 22 Jan 2010 18:50:35 +0000

I have used quicken, mint, and a couple others only to get frustrated. I now use YNAB3 and it is EVERYTHING I have been looking for. I was looking for a budgeting program and while other programs track history, other features and so forth YNAB is the best for budgeting.

By: Tawnya

Tawnya — Fri, 22 Jan 2010 13:46:16 +0000

Thanks so much for this review Bob. I had never heard of YNAB3, but after viewing their web site, I think I’ll give it a try. I have been using Microsoft Money for about 15 years and have liked it. However, I was always frustrated to not know the accumulative balance of my categories that was carried over from previous months.

It appears as though YNAB3 keeps this in view from month to month. Seeing my savings accumulate will definitely boost my enthusiasm, causing me to save even more.

By: Joseph

Joseph — Tue, 19 Jan 2010 14:34:48 +0000

Nice comparison, i have been hearing alot about YNAB i might test drive it to see how good it works.
I use excel and build my own macros for report and running balance tracking.

By: Ken

Ken — Tue, 19 Jan 2010 10:44:53 +0000

I use a version of MS Money..while it s older it still meets my needs.

By: IFblogger

IFblogger — Tue, 19 Jan 2010 04:38:19 +0000

I really like mint.com. I primarily use it to quickly find out my networth. It works with Government TSP accounts so that is a big plus for me.

By: John @ TheChristianDollar.com

John @ TheChristianDollar.com — Mon, 18 Jan 2010 19:23:18 +0000

These are some great choices Bob! I have one to add to the list for all you Mac users out there: Moneywell. We’ve been using it regularly and love it! It uses the envelope budgeting system in a virtual sort of way. Everyone should check it out. Thanks again these great suggestions!