Well, I've still not sorted this (so much for my 2018 resolutions!) My concern with spreadsheets, Peter, is I'm no expert and won't be able to setup a simple template to import data from the banks.
As for iFinance, Stephen, still recommend it? I fear a developer giving up on app, but, I guess that's always a risk (burned last time with Koku). Any other tips from anybody else about useful apps (macOS ideally) for managing home finances - I only need to import bank statements and categorise income/expenses. I need to be able to helpfully monitor expenses, and ideally set up some categories that represent my annual tax return, to speed that up a little too! Thanks On Monday, January 9, 2017 at 9:52:26 AM UTC, mac98aop wrote: > > Thanks both. > > I almost took the plunge with their 50% off sale, Stephen, but I'm still > on Mavericks so needed software they no longer support and I fear I'll be > in a cycle of updating/switching software. > > I might try the spreadsheet option first. Peter, I don't suppose you'd > send me a blank version/template of yours with formulae intact etc please?! > Saves me reinventing the wheel? > > Warm regards > > Adam > > p.s. I was offline for Christmas/NY so didn't manage to chime in with my > warm appreciation for SMUG, and of course Sam's generous input. I'm now a > Londoner, and haven't joined LMUG (yet) as it's a different focus really - > regular socials and watching the Keynotes live in a pub, but it's a paid > members group and SMUG is the warm and helpful online community I need! I > hope to join up in due course, but age-and-stage (we're a big, busy, young > family) can't easily justify trips to Leicester Square to talk about the > lack of Mac Pro updates! > > > On Thursday, January 5, 2017 at 10:13:33 PM UTC, applemac.user wrote: >> >> HNY to you too, I use two numbers spreadsheets both of which if one >> changes any element the whole spread sheet updates. One is my monthly >> payments. Both direct debits and standing orders. The second on takes into >> account my monthly surpluses looking at our various memberships e.g. >> National Trust, English Heritage and and so on. Whatever is a surplus after >> taking our memberships into account is money I can spend. Food and car are >> handled by my partner. Both these are in iCloud. >> >> Best, Peter >> >> On 5 Jan 2017, at 12:12, mac98aop <adamp...@gmail.com> wrote: >> >> HNY Smuggers! >> >> I've been using Koku for a while now, a brilliant Mac App. One simply >> uploads bank statements and can then very simply assign all transactions. >> Excellent for budgeting and getting figures for self assessment tax >> returns. But, it's no longer developed and I wonder what other apps people >> use? >> >> 1. Any recommendations for a suite that works across macOS and iOS >> 2. Maybe I simply need a spreadsheet on iCloud? (This is for home >> finances, nothing more significant or corporate!) >> >> Any ideas? >> >> Thanks folks >> >> Adam >> >> -- >> You received this message because you are subscribed to the Google Groups >> "Sussex Mac User Group" group. >> To unsubscribe from this group and stop receiving emails from it, send an >> email to smug+uns...@googlegroups.com. >> To post to this group, send email to sm...@googlegroups.com. >> Visit this group at https://groups.google.com/group/smug. >> For more options, visit https://groups.google.com/d/optout. >> >> >> -- You received this message because you are subscribed to the Google Groups "Sussex Mac User Group" group. To unsubscribe from this group and stop receiving emails from it, send an email to smug+unsubscr...@googlegroups.com. To post to this group, send an email to smug@googlegroups.com. Visit this group at https://groups.google.com/group/smug. For more options, visit https://groups.google.com/d/optout.
