Banking software

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Forums › Finance and wealth management › Banking software

djpaubes

394 posts

Ultimate Geek

#128696 20-Aug-2013 16:10

Long time listener first time caller. It's been awhile.

I was wondering if anyone is using a product to analyse there spending habits? There are some clever applications out there that allow you to upload a csv file and give you great breakdowns etc but they are mainly focused for the US market.

Any recommendations? I'm an apple fanboy so if it has an iOS app that's a bonus.

Cheers,

As you were.

Toys: Ã¯Â£Â¿ iphone 4s; PS3 good times. Ã¯Â£Â¿ 13inch macbook pro. Ã¯Â£Â¿ ipad 3. Ã¯Â£Â¿ 27inch imac. Ã¯Â£Â¿ airport express & time machine. raspberry-pi running xbmc and a gopro try hard.

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billgates

4705 posts

Uber Geek

Trusted

#881630 20-Aug-2013 16:14

YNAB!

http://www.youneedabudget.com/

Do whatever you want to do man.

alasta

6704 posts

Uber Geek

Trusted

Subscriber

#881632 20-Aug-2013 16:15

I use Xero Personal. It's provided to me via BNZ so all transactions are automatically interfaced, but I believe you can do manual uploads if you happen to use a different bank.

The web interface is designed to work seamlessly in Safari on the iPad, and I think there is an iPhone app for it. Being a cloud based product for it you will incur an ongoing charge to use it.

djpaubes

394 posts

Ultimate Geek

#881635 20-Aug-2013 16:18

Thanks guys ill try out both!

Ragnor

8220 posts

Uber Geek

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#881668 20-Aug-2013 17:17

Kiwibank, ASB and BNZ have money tracking tools in their online banking

Kiwibank’s Heaps! is free and can take manual transaction uploads from any New Zealand bank.

XeroPersonal (30 day free trial then an annual fee) take manual transaction uploads from any New Zealand bank and automatic import/feed from BNZ.

Other local online tools include: Cash Control, Pocketsmith and Who Stole my Money

https://www.sorted.org.nz/a-z-guides/money-tracking

http://www.consumer.org.nz/reports/budgeting-websites

Kyanar

4089 posts

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#881953 21-Aug-2013 08:20

Actually, Xero can automatically import transactions from any bank in this list: http://help.xero.com/#Payments_PartnerFeeds

That's ANZ, ASB, BankDirect, BarterCard, BNZ, CRT, HBS, Heartland, Kiwibank, NBS, NZ Home Loans, Rabobank, SBS, Sovereign, Co-operative Bank, TSB and Westpac.

Though some of them don't support every kind of account.

Ragnor

8220 posts

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#882172 21-Aug-2013 13:44

Oh yeah that's right they dropped their BNZ exclusivity awhile back.