Hi all
Can anyone recommend a personal finance app/software that does at least one of the following:
ASSET TRACKING - automatic transaction feeds from bank accounts and investment account(s), to see a graph of (liquid/semi-liquid) assets over certain periods. I.e over 1/2/5 years.An alternative to this would be software that can automatically feed transactions into Excel/Sheets
PERSONAL 'P&L' - automatic transaction feed from bank accounts, which can be categorised into income or expense categories, with the ability to see a monthly summary, and compare with previous months.(I think for it to work efficiently, you'd need to be able to setup transaction 'rules'.)
I’m an accountant, so have setup the 'personal P&L' in Xero, but it’s too manual and tedious - mainly because its not built for the purpose its been used for.
Thanks
N.b.I effectively want to see a graph of my ‘assets’ over time, and also a monthly P&L that can be compared to previous months.
Some of the (better) apps/websites I've tried include:
Lumio
MoneyDashboard
Sheetsync (no UK bank feeds)
Tiller (no UK bank feeds)
Money in Excel (no UK bank feeds)
Can anyone recommend a personal finance app/software that does at least one of the following:
ASSET TRACKING - automatic transaction feeds from bank accounts and investment account(s), to see a graph of (liquid/semi-liquid) assets over certain periods. I.e over 1/2/5 years.An alternative to this would be software that can automatically feed transactions into Excel/Sheets
PERSONAL 'P&L' - automatic transaction feed from bank accounts, which can be categorised into income or expense categories, with the ability to see a monthly summary, and compare with previous months.(I think for it to work efficiently, you'd need to be able to setup transaction 'rules'.)
I’m an accountant, so have setup the 'personal P&L' in Xero, but it’s too manual and tedious - mainly because its not built for the purpose its been used for.
Thanks
N.b.I effectively want to see a graph of my ‘assets’ over time, and also a monthly P&L that can be compared to previous months.
Some of the (better) apps/websites I've tried include:
Lumio
MoneyDashboard
Sheetsync (no UK bank feeds)
Tiller (no UK bank feeds)
Money in Excel (no UK bank feeds)