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Discussion in 'Accounting & Tax' started by Redwing, 2nd Apr, 2017.

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  1. Redwing

    Redwing Well-Known Member

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    Redwing, 2nd Apr, 2017
    #1
  2. Ross Forrester

    Ross Forrester Well-Known Member

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    Ross Forrester, 2nd Apr, 2017
    #2
  3. Blacky

    Blacky Well-Known Member

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    I have been using pocketbook.com.au.

    However, it has some pretty serious limitations when you start running a large number of accounts, and transferring money within your own system.

    For some reason it also has trouble differentiating between income and expenses. Its more of an expense tracking tool than a total financial position tool.
    Its been good, but Ive started losing patience with it.

    Blacky
     
    Blacky, 2nd Apr, 2017
    #3
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  4. Blacky

    Blacky Well-Known Member

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    Just wondering if these work in Australia?
     
    Blacky, 2nd Apr, 2017
    #4
  5. spludgey

    spludgey Well-Known Member

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    Probably not too well. Both Pocketbook and Moneybrilliant aren't able to pick up all my accounts either, even though they're Australian.
    I was under the impression that many of these services use the same underlying method of getting the data and are basically just a custom UI on top of it.

    Personally, I use Moneybrilliant, which is quite good, but clearly not designed for investors, but rather for people that struggle with managing their budget.

    For comparison purposes: upload_2017-4-2_15-7-12.png
     
    spludgey, 2nd Apr, 2017
    #5
  6. Mike A

    Mike A Well-Known Member

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    frightening when fees and charges are almost the same as the grocery bill !!!
     
    Mike A, 3rd Apr, 2017
    #6
  7. BKRinvesting

    BKRinvesting Well-Known Member

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    Yep.
    YNAB - but in its old guise.
    Not keen on the changes they made when moving to cloud.
    I'm watching financier.io as an alternative. Will jump across when YNAB stops syncing with Dropbox (they have stopped support already) and/or when financier.io build an mobile app.

    If I remember correctly there was a thread around this already?
     
    BKRinvesting, 3rd Apr, 2017
    #7
  8. LifesGood

    LifesGood Well-Known Member

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    Perth WA
    I'm too scared to see where the money goes.
     
    LifesGood, 3rd Apr, 2017
    #8
  9. spludgey

    spludgey Well-Known Member

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    Cheers, had a look and one of my mortgages had actually slipped in there. The corrected version looks much better. Now I just need to get rid of my top line item and I don't have to worry about working anymore!

    upload_2017-4-3_16-50-51.png
     
    spludgey, 3rd Apr, 2017
    #9
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  10. Mike A

    Mike A Well-Known Member

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    thats the accountant in me. looking for things that look strange
     
    Mike A, 4th Apr, 2017
    #10
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  11. Tom Alaka

    Tom Alaka Well-Known Member

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    Qld
    Nothing beats a good spreadsheet like excel or google sheets for me. Lost of good templates here, on old Somersoft forum and elsewhere on web to get you going. You can configure as much as you like etc.

    You dont need to be a spreadsheet wizard these days to set up decent graphs either.
     
    Tom Alaka, 4th Apr, 2017
    #11
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