You can't hide the time of the transaction. (The forecast in the report is very basic). Categories and tags within preferences (although you should be able to resize the window). Beautiful icons and beautiful typography, good size. I'm in love with the beneficiaries, I can customize with the icon, it's great! They have the most beautiful icon in the whole app store.
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Money allows you to connect directly to hundreds of financial institutions via the Internet and update your accounts automatically.Create separate accounts for your bank accounts, cash, credit cards, investments, assets, and loans to balance your accounting with grace.
Do it all in a straightforward and stylish interface. Oversee your account balances, track investments, keep budgets, and manage your bank accounts, credit cards, loans, assets, and cash. I can't imagine having to manually enter every check or payment into a 3rd-party finance app.Money presents a powerful, comprehensive, and intuitive system designed to help you keep control of your financial life. It takes a little care in planning and setting up your bank's billpay service and Vanguard's reporting setup, but this works very well and is as close to automatic as you can get. Vanguard does a great job of reporting detailed asset allocation and of pointing out deviations from your desired or goal asset allocation. You can also manually enter other investments such as savings bonds, bank CDs, etc., that are not suitable for automatic linking with Vanguard's aggregation service. In addition, non-Vanguard investment accounts can be linked, and will appear correctly in your balance sheet page. All of your Vanguard accounts, of course, are listed. If you make a big or unusual credit card purchase, you should enter that as an "upcoming" transaction in a special section that will show upcoming or projected future activity and balances.įor your personal balance sheet (or list of investment accounts), Vanguard's web site excellent. A little judgement is required - keeping a comfortable buffer amount in the bank account is a good idea.
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There is a way to enter recurring payments, and there is no need to keep a manual register. Because the electronic payments are so fast (usually 1-2 days, the balance shown, less a couple of upcoming payments, is current. The "activity" page of the bank website is essentially my check register, with a running balance. Record keeping for payments is then easy - just check the bank website and statements for complete payment records. I simply funnel all payments - utilities, mortgage, credit card payments, taxes - through this one bank account. My experience has been that simply using my bank's billpay service and Vanguard's website work very well, with little effort on my part. Some of the apps cannot handle this, and some of the apps (or the banks) assess a monthly charge to download bank data in those cases in which the bank participates. Downloading data from bank accounts is problematic. The problem is that there is not a good workflow that prevents a lot of manual data entry. My experience has been similar to that described by Katie and David in the podcast - that is, none of them are great. If I recall correctly, there was only lukewarm endorsement for any of the banking/personal finance apps.
I think the part on banking/finance apps is about halfway through the episode.
This was discussed in a recent Mac Power Users podcast.
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