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Personal Accountz (PC/Mac) | 
 enlarge | From: Accountz.com Ltd
Category: Software
List Price: £39.99
Buy New: £19.54
You Save: £20.45 (51%)
New (2) Used (1) from £18.99
Rating:  32 reviews
Platforms: Windows Xp, Mac Os X, Windows Vista, Mac Os X Intel, Linux
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
Availability: Usually dispatched within 24 hours
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| Customer Reviews:
 Only for very basic use April 15, 2007
A. P. Lawrence (Warwickshire, UK)
69 out of 72 found this review helpful
If you are starting out tracking your basic spending/current account usage for the first time then this product may be OK. If you are used to either Quicken/MS money before then you be disappointed.
The documentation says that the developers have concentrated on keeping the interface simple but a consequence is that the functionality of Accountz is very, very basic.
One example - automated entries - you can't create them from an existing transaction. You can't set an entry to be prompted to enter the value - important if you have something that changes each month (Credit card anyone). You can't record an entry in advance once you know that amount and the date it will leave your account. This can be fudged but software is meant to help you rather than hinder you?
There is no sensible way to record share/unit trust investments, loans, assets etc. Fudges are suggested but the product is clearly not designed for nothing more than current accounts.
A final insult - forget being able to migrate from other packages - the converter simply couldn't cope with my Quicken export - it only found one account.
I have used Quicken for many years and bought this as I am in the middle of moving from Windows to a MAC environment and this runs on both. This product simply isn't good enough to manage my accounts - it is little more than a glorified spreadsheet.
 UK Based Personal Finance - Get your Money in order February 13, 2007
Glen Allan (Renfrewshire, Scotland)
58 out of 60 found this review helpful
I really like this software because it does exactly what a finance package should do - allows you to track your spending against your income.
It does not need a new PC to run on and will operate on a relatively low spec pc.
Very simple interface with a really good and straitforward manual to walk you through the application.
Good online support forum and regularly released updates improving the software from users feedback (yes that is correct, this UK company actually listens to what its' customers want - will wonders never cease)
The software is made in the UK and can tie into UK online bank systems statements for account reconciling (checking)
It allows forecasting and constant tracking against budget thresholds.
Highly recommended if you want a UK Financial software application that does what it says on the tin.
I would recommend buying it from Amazon as you will save 10 on the normal retail price.
P.S. I know MS Money and Intuit are out there, but they are aimed squarely at the US Market (couldn't care less about UK banking conventions)or UK users, hence why I recommend this piece of UK based software.
Hope this helps you to save some money.
All the best
Flexibility has a price January 1, 2008
Andrew Hingston (York, UK)
47 out of 47 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 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.
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!
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