Sub accounts - makes it really easy to track all of my escrow account transactions from the origin of the mortgage. There are a lot of features I haven't tried as of yet but here are features I really enjoy:
It's not visually striking like some other software I've seen but it's highly customizable which I love. Overall I've really enjoyed it and I've been using it for almost 3 months now. Create your own categories, tags, budgets, and split payments between accounts. It's offline, doesn't require a subscription, can reconcile, and imports QIF, QMTF, OFX, QFX and CSV. They also have a Professional version that prints checks and creates invoices, and probably a host of other things, but I have zero experience with it, and it costs more than than the standard, but only by about $20.
#Moneyspire connect username and password upgrade#
I personally chose to purchase it outright, and I'll just check the release notes for their next version to determine if I want to upgrade or not. And then if you decide you want to "upgrade" every few years, you only have to pay 40% of the purchase cost, which they verify you already own it by requiring the original license code. You can make a one time purchase of the software (on sale now for $30) and receive all updates within the year of purchase, or you can subscribe to it for something like $5 a month. I just commented this on a post and felt it deserved its own post for those looking for a personal finance software.
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