Author Topic: Alternative to NAB's "Spending" (Beta) replacement of "Money Tracker"?  (Read 865 times)

garyjames8

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  • Location: Canberra, ACT, Australia.
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Hi Folks,

This question is probably more suited to Australians or people living in Australia.

In particular, this question is for people who bank with NAB.

The question is for those who used to use the NAB "Money Tracker" program to categorise and create reports on their Income & Expenses before NAB got rid of the free online tool.

In short, I am looking for a replacement for this, as NAB's new "Spending" (Beta) program doesn't quite do what I would like to have.

Can anybody recommend a better alternative to this?

PS.  Even if you don't bank with NAB, or are not living in Australia, feel free to recommend an alternative.  I basically need a way to plug in my bank transactions into some form of online program where I can categorise my income and expenses and punch out income and expense reports from the data (rather than go through the slow process of downloading a CSV file into Excel every month and then formatting all the columns and so forth manually).

Kind Regards,

Gary

alsoknownasDean

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Re: Alternative to NAB's "Spending" (Beta) replacement of "Money Tracker"?
« Reply #1 on: December 11, 2020, 01:23:11 AM »
Would Pocketbook do what you are after?

https://getpocketbook.com/

marty998

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Re: Alternative to NAB's "Spending" (Beta) replacement of "Money Tracker"?
« Reply #2 on: December 11, 2020, 02:01:03 AM »
This is interesting... CBA replaced their similar tool with a new one that wasn't as well received either.

Seems there is an IT guy playing a game of musical chairs at the Big 4 who is building a rubbish spend analysis tool and then moving onto the next bank before the complaints start rolling in.

I'm more interested in your goal stats.... I'm we;ll north of $1m NW, but am not anywhere near $52,000 net passive income.

Are you all in on stocks and franking credits?