Latest Lists

What's the best software to do what Yodlee is supposed to do, without a middleman website?

In other words, it would log in to all your accounts, gather all your transaction histories etc., put them together into a transaction list on your computer, and verify consistency etc. Such as if you enter your receipts etc., it would verify those against the transaction lists accumulated from the websites. The main difference between this software and Yodlee is that this software would not use a website such as Yodlee, but would just do everything on your computer, gathering all the information directly from all your account websites. Accounting software such as Quicken is supposed to be able to do this kind of stuff, but which software actually does it well enough to save you a lot of time and not give you any hassles with bugs and quirks?

Public Comments

1. There is a piece of hardware you might be thinking about. It scans your receipts and even can convert the receipts to a digestible electronic "ticket" that allows you to sort the receipts by expense category. ALSO, there are some credit cards such as AMEX that will allow you to do the same real-time as the charges post to your account. Security-wise, you dont want something to have THAT extensive access to your personal finances and accounts.... The software that I am aware of lets you do the sorting, not an omnibus seek-and sort....