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Personal Accountz (PC/Mac/Linux)

by Accountz.com Ltd

Platform: Windows XP / Vista, Mac OS X Intel, Linux, Mac OS X

3.2 out of 5 stars See all reviews (49 customer reviews)

Price:	�39.99 & this item Delivered FREE in the UK with Super Saver Delivery. See details and conditions
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4 new from �37.99 2 used from �32.00

1st December 2008 Changes To UK VAT and Accounting Software

In order to operate this software correctly given the December 2008 VAT changes, please read the Product Details section on this page for information supplied by the manufacturers.

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System Requirements

Platform: Windows XP / Vista, Mac OS X Intel, Linux, Mac OS X
Media: CD-ROM
Item Quantity: 1

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Frequently Bought Together

What Do Customers Ultimately Buy After Viewing This Item?

	85% buy the item featured on this page: Personal Accountz (PC/Mac/Linux) 3.2 out of 5 stars (49) �39.99
	9% buy Personal Accounts Home Edition (PC) 3.9 out of 5 stars (42) �26.08
	2% buy Microsoft Office 2007 Home and Student Edition (3 User Licence) (PC) 3.3 out of 5 stars (270) �67.85
	2% buy QuickBooks SimpleStart 2008 2.7 out of 5 stars (30) �68.97

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Product Features

Control banks accounts, credit cards and loans
Track savings, investments and more
Automatic Direct Debit and Standing Order processing
Schedule recurring transactions
Import and convert MS Money files
Download and import Bank Statements
Manage assets and funds
Allocate and track Budgets to individual or multiple accounts
Create unlimited accounts and entries
Forecast up to a year ahead

Product details

Instructions for importing Microsoft Money accounts into Personal Accountz [PDF]

Using Accountz with UK December 2008 VAT Changes : Important Manufacturer Information [15kb PDF]

Delivery Destinations: Visit the Delivery Destinations Help page to see where this item can be delivered.
ASIN: B000JJDWW0
Release Date: 27 Oct 2006

Average Customer Review: 3.2 out of 5 stars See all reviews (49 customer reviews)

Amazon.co.uk Sales Rank: 60 in Software (See Bestsellers in Software)
Popular in this category:
#3 in Software > Business & Office > Finance & Accounting > Accounting

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Product Description

Manufacturer's Description

Take control of your personal finances with Personal Accountz. Quick to set up and easy to use Personal Accountz allows you to track bank accounts, credit cards, savings, loans, investments, household spending and more.

Always know exactly how much you have in the bank, how much you have until the end of the month and whether you will go overdrawn in the future. Transactions are updated as they happen and future balances forecasted so you can plan up to 1 year in advance. Creating the structure of your accounts is simple and with unlimited account groups and sub accounts you can see your income, expenditure and liabilities in as much or as little detail as you require.

Personal Accountz imports data directly from MS Money and bank statements can be downloaded ensuring there is no quicker, easier way to manage your personal finances. Complete with user manual, context sensitive help and free lifetime support help is always at hand if needed.

Reviews

Computer Buyer - (Mar 2008 Group Test) BEST BUY AWARD
Computer Shopper - (Jan 2008 Group Test) "Personal Accountz, however, is logical, straightforward and comes with a good manual and quick-start guide.
The Independent - (5th August 2007) "take personal finance planning one step further..."
Windows XP made easy magazine - (August 2007) "8/10 This is the perfect package for those who have yet to take control of their finances."
Macworld Magazine - (August 2007) "4/5 Personal Accountz provides a very visual overview of all your finances, with balances, money owing to you and bills to be paid."

Ebay Advisor magazine - (July 2007, issue 3) "If you are after a program to look after your money, there are few better than this." - Editor's Choice Award
The Sunday Telegraph - (13th May 2007) "This does everything you'd expect including planning a budget and helping you stick to it, as well as giving you an overview of your spending and assessing your net worth."
Computer Buyer - May 2007 TOP in Ease of Use comparison survey
The Daily Express - 14th March 2007 "Accounting made Simple"

Box Contents

1 X CD-ROM

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accounting(5)

finance(5)

personal finance(3)

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not recommended(2)

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office suites(1)

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Customer Reviews

49 Reviews

5 star:		(15)
4 star:		(8)
3 star:		(9)
2 star:		(6)
1 star:		(11)

Average Customer Review

3.2 out of 5 stars (49 customer reviews)

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Most Helpful Customer Reviews

86 of 88 people found the following review helpful:

5.0 out of 5 stars Flexibility has a price, 1 Jan 2008

By	Andrew Hingston (York, UK) - See all my reviews (REAL NAME)

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.

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105 of 109 people found the following review helpful:

2.0 out of 5 stars Only for very basic use, 15 April 2007

By	A. P. Lawrence (Warwickshire, UK) - See all my reviews (REAL NAME)

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.

Comment Comments (6) | Permalink | Was this review helpful to you? Yes No (Report this)

75 of 78 people found the following review helpful:

5.0 out of 5 stars UK Based Personal Finance - Get your Money in order, 13 Feb 2007

By	Glen Allan (Renfrewshire, Scotland) - See all my reviews (REAL NAME)

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

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› See all 49 customer reviews...

Most Recent Customer Reviews

3.0 out of 5 stars easy,but should have more flexibility
The product delivers what "it says on the tin". It is easy, but need to understand the principle on which it operates. Some operations are not sufficiently flexible. Read more

Published 5 days ago by R. Marzanati

4.0 out of 5 stars Financially aware
For anyone who is struggling with financial control I would recommend this software. The price is rather high I feel, however it does come with a support helpline which will be... Read more

Published 25 days ago by M. Lewis

3.0 out of 5 stars Recently purchase this item
Personal Accountz (PC/Mac/Linux)

I recently purchased this item. Although it was easy to use I found it also difficult to use as well. Read more

Published 1 month ago by J. Riches

2.0 out of 5 stars I HATE IT
"I HATE this software. I only bought it because I could not find anyone selling Microsoft Money in the UK and my old edition of money would not work on Vista. Read more

Published 1 month ago by Barbara

4.0 out of 5 stars Excellent but takes a little work
Needing a financial management system for personal accounts which would work on an Apple Mac I eventually chose this. Read more

Published 1 month ago by Mr. B. Johnson

1.0 out of 5 stars Disappointed
Used Microsoft Money before and found the setup very easy.
Couldn't figure out how to start with this. Read more

Published 1 month ago by Mrs. S. B. Davies

3.0 out of 5 stars Does the Job
Make no mistake this is no microsoft money, but dose the job just, quite hard to import the microsoft money into the program so it works right, and this accontz does not recognise... Read more

Published 1 month ago by N. E. France

4.0 out of 5 stars very good if you need to keep a track of your spending!
this product is quick and easy to install....and more importantly easy to use!!

if you need to keep a track of your incomings and outgoings i would recommend it for... Read more

Published 1 month ago by Mr. Nathan Armstrong

4.0 out of 5 stars Logical and easy to use
Before finding Personal Accountz, I had been disappointed that Microsoft Money was no longer available, as I had used this system for about 8 years. Read more

Published 1 month ago by J. Evans

1.0 out of 5 stars non-review
I am unable to review this product as I returned it unopened.

I have only rated it as one star, since the program would not let me send a review without a star, but... Read more

Published 1 month ago by G. H. Price

› See all 49 customer reviews...

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