ProDarwin
ProDarwin PowerDork
1/4/17 7:15 a.m.

Is there any home budget software that will handle itemized expenses easily? Like I don't have to manually type in each receipt?

I have previously used Mint. I like it in concept, but every time I log in, its unable to connect to one or more accounts and I'm just tired of it.

trucke
trucke Dork
1/4/17 7:28 a.m.

I was using Banktivity on my iPad, but my bank upgraded their system and it no longer links to my bank accounts.

But, the upgrade allows me to download my accounts to Excel and go from there. Not convenient, but it works.

GameboyRMH
GameboyRMH GRM+ Memberand MegaDork
1/4/17 7:29 a.m.

Maybe GnuCash? That's what I try to recommend to Quickbooks victims.

https://www.gnucash.org/features.phtml

Here are some people discussing how to do just such a thing with GnuCash

http://forum.mrmoneymustache.com/ask-a-mustachian/automatic-expense-itemization/msg17213/#msg17213

ProDarwin
ProDarwin PowerDork
1/4/17 7:39 a.m.
GameboyRMH wrote: Here are some people discussing how to do just such a thing with GnuCash http://forum.mrmoneymustache.com/ask-a-mustachian/automatic-expense-itemization/msg17213/#msg17213

Doesn't look like anyone is having success :(

Its mind blowing that in this day & age there isn't a simple standard .csv file associated with every transaction that could be linked/sent to your CC company.

Fueled by Caffeine
Fueled by Caffeine MegaDork
1/4/17 7:51 a.m.

I use ynab. You need a budget.

ProDarwin
ProDarwin PowerDork
1/4/17 7:51 a.m.
Fueled by Caffeine wrote: I use ynab. You need a budget.

Can you shed any details on how it handles itemizing? Do you need to manually enter each line from a receipt? Scan? etc.

bearmtnmartin
bearmtnmartin GRM+ Memberand Dork
1/4/17 8:13 a.m.

I use BOOKKEEPER. Its a great app. Smells of weed sometimes but otherwise very user friendly.

Fueled by Caffeine
Fueled by Caffeine MegaDork
1/4/17 9:06 a.m.

In reply to ProDarwin:

It pulls in the receipts from your bank account. Then you can split into buckets.

ProDarwin
ProDarwin PowerDork
1/4/17 12:04 p.m.
Fueled by Caffeine wrote: In reply to ProDarwin: It pulls in the receipts from your bank account. Then you can split into buckets.

It doesn't pull itemized receipts though, does it?

To clarify:

Not itemized:
Costco $109.72

Itemized:
Costco
Milk $3.99
Bread $2.70
Toilet paper $22.50
Dish detergent $10.75
Etc...

chandlerGTi
chandlerGTi UberDork
1/4/17 12:16 p.m.

It doesn't do that but it is arranged to break types of purchases down. More for budgeting than itemizing...

Fueled by Caffeine
Fueled by Caffeine MegaDork
1/4/17 1:06 p.m.
ProDarwin wrote:
Fueled by Caffeine wrote: In reply to ProDarwin: It pulls in the receipts from your bank account. Then you can split into buckets.
It doesn't pull itemized receipts though, does it? To clarify: Not itemized: Costco $109.72 Itemized: Costco Milk $3.99 Bread $2.70 Toilet paper $22.50 Dish detergent $10.75 Etc...

No. You would need to divide up yourself. I'm not aware of a budgeting software that allows that sort of automatic functionality. All softwares pull info down from the bank but don't have the viability into each item.

trucke
trucke Dork
1/4/17 2:57 p.m.
ProDarwin wrote:
Fueled by Caffeine wrote: In reply to ProDarwin: It pulls in the receipts from your bank account. Then you can split into buckets.
It doesn't pull itemized receipts though, does it? To clarify: Not itemized: Costco $109.72 Itemized: Costco Milk $3.99 Bread $2.70 Toilet paper $22.50 Dish detergent $10.75 Etc...

You do not want to itemize to the individual item level. Your OCD will kill you and you will not have any friends.

The0retical
The0retical Dork
1/4/17 3:51 p.m.

Neat Desk's software will do what you want, provided you want to go that granular. For the most part anyway. The software was okay, not entirely intuitive and sometimes missed things on the scanned receipts but I assume that's just most scanning solutions.

I got tired of it and just sort of stopped using it. I still use it here and there but not nearly as often.

I'm currently having a bit of a back and forth with Mint because my credit union changed its banking software and they seem to be confused why they're getting a 503 when they try to pull info. God forbid they update the pointer to the correct URL I provided them.

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