Helped tremendously in maintaining her interest during the discussion. Also, developed some bar and pie charts to summarize our finances (and spending) last year for review with my DW. The app aims to help consumers make better financial decisions and budget. As an ex-finance guy, I enjoy this process as it keeps me close to our finances and keeps my excel skills fresh. Moneyspire is a budgeting tool designed to help you keep track of your spending and income, as well as to notify you when it is time to pay bills so you can avoid late and penalty fees. Developed by Moneyspire, Inc., Moneyspire is a personal finance software and. However, I am retired and have lots of free time to manage our finances. This has reduced the time I used to spend printing the CC statement and adding spend by category manually. I then categorize the spending in the columns from left to right (about 20 different categories - although many end up in the "misc" or "all other" category of my summary CC spending tab). I add the current months spend to the bottom of the prior months spending (so all prior transactions are maintained). Categorize your spending and income with. So far Mint and Personal Capital are not exhibiting these issues, but still testing the waters to see what I want to do. Main improvement is that I now download the transactions from our main 2% cash back card (which contains spending on all sorts of things - basically all spending other than travel, groceries, restaurants and gasoline) into one of the tabs of that excel file. Keep track of your bank accounts, credit cards, loans, cash or investment accounts. How well does Moneyspire work with connections to financial institutions Banktivity has been crickets to an issue with syncing with Northwestern Mutual that was working fine until 2 months ago. ![]() I have made some process improvements over the last year. I don't know how cool it is, but I developed my own series of excel worksheets (a multi-tabbed excel file). ![]() Balance your checkbook and organize your transaction details. Keep track of your bank accounts, credit cards, loans, investments, etc. Has anybody come up with a cool Excel spreadsheet for budgeting? Moneyspire is user-friendly and dominant personal finance software that coalesce your entire financial life in one place. Moneyspire is easy and powerful personal finance software that brings your entire financial life together in one place.
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