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Personal Accountz (PC/Mac) | 
 enlarge | From: Accountz.com Ltd
Category: Software
List Price: £39.99
Buy New: £19.97
You Save: £20.02 (50%)
New (2) from £19.97
Rating:  32 reviews
Sales Rank: 40
Platforms: Linux, Windows Vista, Mac Os X Intel, Windows Xp, Mac Os X
Media: CD-ROM
Operating System: Windows Vista
Shipping Weight (lbs): 0.4
Dimensions (in): 7.4 x 5.4 x 1.7
MPN: PAZ
EAN: 5060104130053
ASIN: B000JJDWW0
Release Date: October 27, 2006
Shipping: Eligible for Super Saver Shipping
Availability: Usually dispatched within 24 hours
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| Customer Reviews: Read 10 more reviews...
 Flexibility has a price January 1, 2008
Andrew Hingston (York, UK)
43 out of 43 found this review helpful
I've used Personal Accountz for a year, and MS Money before that, and am in no doubt which I prefer. Accountz is quicker to use, and customised to fit my needs. The downside is that you have to think things out for yourself; instead of being presented with a standard template it is up to the user to decide how much detail they want. Is the most that you can realistically manage a simple breakdown of outgoings into cash, credit cards, mortgage, utilities, etc? That's fine, but if you also want to record and analyse exactly how much you and your partner are each spending on, say, alcohol, and where, you can easily include that level of detail without committing yourself to doing so for every other expenditure. If you want to be able to produce reports by payee then you can enter the payee's name; it is unlikely you will want to do so for every domestic transaction and you save enormous amounts of effort by skipping that column. If you want to be able to tell what you are spending your credit cards on then you will need to enter each transaction and allocate it to an expenditure category. The reporting function is a powerful one but depends on the variables having been input in the first place. What may have confused some reviewers is that the programme won't constantly prompt for input because it assumes that the user is omitting it by design.
It does mean investing time in deciding what you want, setting it up and understanding how the programme works, and though I haven't resorted to the support desk the help file could be better. It is not a programme for people who have no idea how to structure home accounts.
Simple is good May 30, 2007
Alfred Burke (Cumbria)
15 out of 15 found this review helpful
I bought this as a replacement for another product I had been using for ages. It took a little while to understand, but boy has it been worth it and the help and user forums are second to none.
I have been able to set up my accounts exactly as I want them and can now see what I have spent my money on and what is left in the bank, all from the same place. I make a new entry and hey presto, the account balances are up to date. Finally, I double-click on my bank balance and there is an instant bank statement. There is no graphing but I can export any report to a spreadsheet, which is fine for me.
Instant results! December 21, 2006
Dennis Coleshaw (Bedford)
26 out of 27 found this review helpful
I am an ex-Quicken user and I can report that Personal Accountz is not a Quicken look-alike. It works in a different way, though it loaded in my old Quicken data seemlessly, though not in any particular account order, so I am using that aspect just to keep historical records. Personal Accountz removes the bells and whistles and leaves the simplest of interfaces. It is wonderful seeing the balances change as you enter data and not having to switch between views all the time. I now know exactly when my bank becomes overdrawn without the hastle of producing 'look aheads'. If you are after the simplest money manager, this is most definitely it. I am loving it!
Simple software April 16, 2007
Francis Hislop (Northampton, UK)
34 out of 36 found this review helpful
Personal Accountz does what it says on the box (manage your finances). I have set up my accounts in the exact way I want. I have grouped them into the categories I need. What's more I have been able to group my categories together so I have an immediate overview of everything.
All my standing orders, direct debits (and credits for my salary and 4 weekly child allowance) and the forecast give me advance warning of going overdrawn. As soon as I get my credit card statement I am able to update the direct debit in advance, no waiting or remembering that the amount had changed, and the forecast updates immediately.
The real beauty of this is that I can stick all my entries direct into a table with a single click (using 'presets') regardless of account because of the excellent From and To columns (eg. from Bank to Credit Card, from Credit Card to Food, from Gifts to Savings etc.) making it really intuitive.
I upgraded from an earlier accountz program, and the support I have received has been second to none. I recommend it to anyone who wants a simple package to keep track of their finances.
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