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Need advice on financial software?

I've been using MS Money for a while now, but find it absolutely horrible. What I'm trying to do is super simple conceptually, and I'm looking for advice on how I can either A) accomplish it with Money or B) switch to something that can accomplish it. I want the ability to categorize my categories. I have 100s of categories/sub-categories (Rent, Bills: Cable, Bills: Water/Sewage, Personal: Clothing, Personal: Sporting Goods, etc...). That is obviously just a few, but you get the idea. I want to create Category Buckets into which I can place those categories, and I want only 3: Wants Needs Savings EVERY category can be classified as one of those 3. I want to keep all my transactions as they are today (they are already categorized and I do not want to change it). I just want to display a pie char that shows me what percentage of my Net income goes to Wants, what % to Needs and what % to Savings. I do not want to export the data and create a graph in Excel. Does anyone know how I can do this with either Money or some other piece of software? I tried using the Budget in money, but it didn't do what I wanted. I also tried Classifications but that didn't work either. Also tried creating "favorite reports" but still no dice. I'm going crazy -- this has to be possible! Any help would be appreciated.

Public Comments

  1. Get Quicken. It is very flexible. www.quicken.com Been using it for years and love it.
  2. I have tried both money and another money plus from microsoft and I don't necessarily have the same issue but we do have issue we want to do the accounting ourselves. Excel Spreadsheet can be configured to do what you want very simply.
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