![]() ![]() The importer will allow you to designate every column on your csv file to an appropriate matching field. In theory you should have no problem importing brokerage data, although it may be a bit tedious. So you could download it and see if it meets your needs. GnuCash is just plain free, no trial to worry about. There are also options that will allow you to connect it to your back account, but I didn’t want that anyways, so I import my transactions with a CSV. There are options for automatically getting stock prices, to update your portfolios. Once you have your accounts set up how you want, you should be able to easily import your current data into GnuCash. It allows you to set up your account how you want, allowing you to generate reports that meet your needs. There is a learning curve, but it is also flexible. You could also store them locally if you don’t want anything in the cloud. I store my data files in Dropbox so it’s always backed up and accessible from multiple computers. I first stumbled upon it looking for an offline option that doesn’t require bank connections. but damn, it’s fantastic and it’s free!!! It is not the prettiest software, and may require more manual entry, and will require a very basic understanding of double entry accounting (or willingness to learn), and there is no phone app. Never used AceMoney before, but if you want an offline software GnuCash is the way to go. Here, please treat others with respect, stay on-topic, and avoid self-promotion.Īlways do your own research before acting on any information or advice that you read on Reddit. Get your financial house in order, learn how to better manage your money, and invest for your future.
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