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I am looking for personal finance software. I need to import bank statements (either by HBCI or .CSV), and then have the software categorise the transactions and produce reports (spending by time period, broken down by category etc). I would obviously have to set up filters for the software to properly categorise the transactions, although some kind of machine learning would be a bonus. I need it to keep track of approximately half a dozen bank accounts.

I have previously used iOutBank for iOS, which worked fairly well, but doesn't have a Windows version (and its reporting was a bit too limited). However, I would be happy with something similar to iOutBank for Windows.

I am not specifically looking for budgeting or planning features.

I am looking for Windows software, it doesn't have to be free.

  • As not all banking software is built to work with banks in countries of the world (and you want yours to work with banks), is there any area to name it must support? – Izzy Nov 9 '15 at 1:25
  • Do you also need to split records - e.g. you have one line which covers three invoices ? – user14394 Nov 9 '15 at 9:16
  • @Izzy: Support for German banks would be a big plus. However, I would be willing to forego an import by HBCI (and import my statements through CSV files) if the categorisation and reporting functions work well. – Lightsider Nov 9 '15 at 10:09
  • @SQLPolice: No, I don't see that being necessary. – Lightsider Nov 9 '15 at 10:13
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I'm using moneyplex for about 20 years now (since it became available for OS/2). moneyplex is a cross-platform1 finance solution with active support (fast reactions).

  • supports HBCI via card, PIN/TAN, mobileTAN, and more
  • for banks not offering HBCI, also supports "web banking" access (using page scraping)
  • also supports Paypal (for those who need that)
  • import/export in various formats
  • auto categorization and more
  • statistics including graphs
  • filters, search
  • multi-account and multi-mandant (the latter depending on the version)
  • cost varies depending on version, starting with ~EUR 50 (standard edition) via ~EUR 60 (pro) to ~EUR 140 (business); to see which might fit your needs best, see the moneyplex feature matrix (note: features available also depend on whether the bank offers it – not all banks support all features).

moneyplex statistics moneyplex statistics
moneyplex statistics (source: Matrica; click images for larger variants)

moneyplex supports most (if not all) German banks: I e.g. use(d) it successfully with Postbank, Consors, DKB, Sparkasse, Deutsche Bank, MLP Bank, UniCredit, and others (disclosure: I'm beta-tester for moneyplex)


1: Linux, Mac, OS/2, Windows

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