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Reverse CRM for personal finance?
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Tee
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Oct 7, 2009, 06:07 PM
 
Not really sure how to describe the type of app that I'm looking for...
I guess it would sort of be like a reverse CRM type app that would let me store info notes and transactions related to my personal financial dealings.

Bill tracker
Checking/bank register
scanned/downloaded statements/invoices/receipts
notes
all combined

There are tons of notetaking apps out there like DevonThink (etc) but I don't think they are well suited to handling the Quicken type banking functions or the database like entries that I envision...

Any suggestions?
     
turtle777
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Oct 7, 2009, 06:19 PM
 
Ok, I'm not quire clear: are you looking for suggestions for personal finance applications, or for something to organize finance-related documents ?

-t
     
Tee  (op)
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Oct 7, 2009, 06:23 PM
 
Originally Posted by turtle777 View Post
Ok, I'm not quire clear: are you looking for suggestions for personal finance applications, or for something to organize finance-related documents ?
Both.
Combined into one app!
     
turtle777
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Oct 7, 2009, 06:26 PM
 
Originally Posted by Tee View Post
Both.
Combined into one app!
Quicken for Windows.
Let's you attach documents to each individual transaction.

I know, it's very unfortunate that you would have to resort to Windows, but it works well for me using VMWare Fusion. Quicken for Mac is so crippled, I couldn't continue using it.

-t
     
Tee  (op)
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Oct 8, 2009, 12:42 PM
 
I currently use a combination of Quicken and a simple AppleWorks database.
Quicken for a basic check register and generating simple category reports.
The AppleWorks database tracks bills and allows me to enter notes and other info.

I wonder If I could replicate the AppleWorks database in NeoOffice (Base) and then combine it with a basic personal finance template all tied together in one database...
     
turtle777
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Oct 8, 2009, 02:42 PM
 
I also scan all my bills and don't keep any paper records any more.

But I'm not using Quicken to "store" those scans, expect for tax related items where I attach the documentation.

I keep all my scans in folders on my HD, and tag them with Tags, if necessary.
Yep helps in finding files, it treats Finder folder names as separate tags that can be searched and organized.

Also, Default Folder allows saving tags and spotlight comments from the regular Finder save dialog.

A database was always too much hazzle in my mind.

-t
     
Tee  (op)
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Oct 8, 2009, 03:26 PM
 
Originally Posted by turtle777 View Post
I also scan all my bills and don't keep any paper records any more.
Do you really scan and store stuff like your electric bill and cable bill?

On one hand, I would like to go totally paperless, but I also just can't justify the added step of scanning and archiving everything. Probably in part because the scan/OCR software that came with my cheap HP6210 is *very* limited and cumbersome...

I do think it would be kinda cool to be able to retrieve my gas bill from 6 years ago, but then again, why?
     
Person Man
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Oct 8, 2009, 05:25 PM
 
Originally Posted by turtle777 View Post
I also scan all my bills and don't keep any paper records any more.

But I'm not using Quicken to "store" those scans, expect for tax related items where I attach the documentation.

I keep all my scans in folders on my HD, and tag them with Tags, if necessary.
Yep helps in finding files, it treats Finder folder names as separate tags that can be searched and organized.

Also, Default Folder allows saving tags and spotlight comments from the regular Finder save dialog.

A database was always too much hazzle in my mind.

-t
What kind of a scanner are you using to scan your documents? I've always found a flatbed scanner to be cumbersome.
     
turtle777
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Oct 8, 2009, 07:01 PM
 
Originally Posted by Person Man View Post
What kind of a scanner are you using to scan your documents? I've always found a flatbed scanner to be cumbersome.
Brother DCP 7020, cheap, and has a 35 page auto-feeder.

-t
     
Timo
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Oct 9, 2009, 12:39 AM
 
A Scansnap is pretty handy too, for documents
     
turtle777
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Oct 9, 2009, 12:55 AM
 
Originally Posted by Timo View Post
A Scansnap is pretty handy too, for documents
Yes, that would be my next purchase, once my Brother dies...

-t
     
   
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