Still looking, GNUCASH in the lead.Įxperience so far, ranging from a few hours to 30 minutes:Īllows easy csv import of a) accounts, b) categories (via its accounts system)Ībility to save csv import profile, can import data for multiple accountsĮasy transfers between bank accounts: you label the transactions correctly and it will auto reconcile Ideal appears to be blend of GNUCash bank transfers with kmymoney direct import to categories. Looking for personal finance software that allows a) csv import of transactions and account / category hierarchy and b) easy bank to bank transfer. Happy to pay one off for software but want to avoid subscriptions (so avoiding quicken for the moment). I have a hierarchy of tags for my transactions and applied them to my transactions. Issue I have is that most appear to rely on you clicking, selecting, clicking for every new category / tag / expense which is ok(ish) if you start off from new but not if you are uploading quite a bit of history. Been trying to find some software that will help. Using excel for long time now for personal accounting but need to make my life easier. Look for Chartered and/or Certified Financial Planners: Treat any information, recommendations or "advice" that you read here with caution and always do your own research.įor financial advice, consider seeking out a professional. This subreddit is not a source of regulated financial advice. Overwhelmed? Start with our Recommended ResourcesĮxchange Rate and Market Timing Questions (and why they're banned) Important Information Speak to StepChange, a debt-management charity, or Citizen's Advice Useful Resources Official UKPF Discord Server - Discuss your pounds and pence in real-time. Only the thread poster and mods can use the !thanks command Discord You will see a £x flair by regular commenters' names - this is the number of times they've been thanked for their comments. If you post and a response helps you, please reply to their comment with Also, have you seen the flowchart? Reputation System Please search our wiki first, it answers many common questions. You can find out how to get the most out of our subreddit First time poster? Discuss, learn and request advice on how to obtain, budget, protect, save and invest your pounds and pence.
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