I’ve seen a few products seem to do what I do. They may be great.
I haven’t cared for their front ends. The setup seemed like a pain.
I don’t know how they handle individual transactions like an eBay, groceries, vehicle service, others.
At any time I can see checking and up to ten savings and credit accounts on my screen. I keep tabs on taxable income that isn’t flagged any other way.
The comment feature allows me to keep notes if a transaction has a complex problem crop up.
Glad that works for you. These tools are great. Don’t know how folks get along without them.
if you wish to try this Microsoft software, freepmail me.
The newer versions I checked into are more complex, harder to learn, and do not provide cash flow numbers. The 2003 version I am using of Microsoft Money I like!