I use excel too... enter in all of my transactions (copy and paste from online banking) format, add an extra column at the end for what the transaction was (i.e. petrol, supermarket, insurance etc ) and then I create pivot tables from the data.. This way I can see exactly how much I have spend each month on the different categories.. which I can then reconcile against my budget (or should I say..see how much I have gone over my budget!!)
Saying that I have always wanted to try one of the money management programs, so I will have to watch this thread. I have tried Quicken, but I didn't like it.
I use Quicken and it does a pretty good job. Does all the transactions and reconciliation. Keeps all my expenses in categories that I can report on see where I'm spending too much money I use the budgeting and investing features as well. I have used Money in the past and preferred that interface over Quicken's but went with Quicken because I couldn't find a current Australian version of Money.
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