Richard Earl

5.0 out of 5 stars

 Easy to learn and flexible

Reviewed in the United States on April 2, 2018

Verified Purchase

I use this product to budget and keep track of purchases, like a check book register. It was easy to learn to use and is quite flexible for my purposes. I don’t download data or use it to track investments. My only issue is it doesn’t allow accurate input for Social Security payments because you can’t input a specific week of the month (my SSA is the 3rd Wednesday of each month). I’m really enjoying Moneyspire.

Chuck

5.0 out of 5 stars

 Update review

Reviewed in the United States on August 8, 2018

bought program Aug.02, had trouble getting program because I used a gift card to purchase. finally got it and have used it for 3 months. Very nice program just as good as quicken. I have used Quicken since quicken 5 for dos that is mid 1980. I refusee to pay a yearly fee. try this you will not regret it. you can adjust it to suit your needs. LOVE IT

JR-Texas

5.0 out of 5 stars

 Great checkbook application (like Quicken used to be)

Reviewed in the United States on April 23, 2018

Verified Purchase

I have been a Quicken user for 25 years or more. Began with release 1, version 1. It required categories to be prefaced with an asterisk. It was simple, worked well and managed checking, savings and credit accounts very well. It has morphed over the years into a bloated software application that does a million things but, in my opinion, none of them very well. Much too complicated and costly requiring annual subscriptions now. Assumes all users must have all financial capabilities linked through the internet to banks and other financial institutions. Online Intuit account with passwords are required even if you do not use the online facilities (which I don’t).

Okay, enough complaining. I purchased Moneyspire, downloaded and installed it in about 10 minutes. Imported a file from Quicken and, voila, an easy to use checkbook accounting application appeared on my screen. The import worked much better than I expected. Had a couple of rough edges but they were easy to correct. Register options are available for column sequence and color. Moneyspire keeps much better track of your bank and credit card accounts. The reconciliation process is much easier and the reporting function is adequate.

I would recommend Moneyspire highly for those who need a great checkbook manager that makes it easy to organize and use to track your accounts.;

L A Hazard

3.0 out of 5 stars

 Better Late than Never

Reviewed in the United States on January 13, 2018

I purchased this last year (2017 Edition) and then never used it. I am retired, have no investments to track, and tend to use a blank page in Notepad for keeping track of my monthly Income and Outflow. Not the best means of doing so! So knowing that my situation will be changing this year – slightly – as one debt will be eliminated – I decided to upgrade and try to be more responsible about my finances. (I know, a little late in the game, but as they say – “Better late than never.” )

While there is a bit of a learning curve in the beginning – especially if you haven’t been using any type of budget software in the past – once I was able to get things set up for my known income and monthly expenses – it seems to be quite easy to move forward with it. I would like to see an improved UI in the future, but it is light-years ahead of the blank sheet of digital paper that I have been using for the last couple of years.

I am only rating it at 3 stars for the moment (closer to 3 & 1/2 stars) as I am new to this and am still learning to access all of it’s features. No problems yet that have not yielded to an easy to understand answer. I have not needed to access support services, as the manual has provided any assistance that I have required so far.

As I get further into the year, and have a chance to more fully explore all the included features, I will update this review.

I do recommend the software for those who need a simple digital means of keeping track of what is coming in and what is going out.

MG

3.0 out of 5 stars

 Functionality for the most part is good, support is lacking

Reviewed in the United States on December 16, 2020

I have been using Moneyspire for over 2 years. I have had a couple occasions the need to contact support. You can only contact them through email and they only respond via email. So there is no ability to have a ‘discussion’ with them. I now have a case open with them for a couple of weeks and I cannot even get a status on it. Very frustrating.