Answer for Tax Year 2013 and earlier:
We have had a few different small scale sales businesses in our household over the last several years, and we have always used TurboTax Deluxe. I have not used Premier or Home & Business.
TurboTax Deluxe has all the forms you need for this type of business. I understand that TurboTax Home & Business has more ...
How about GnuCash?
I would recommend it based on what I've used it for, however, I am not an accountant nor do I use it professionally. That said, I've found it rather useful for keeping track of finances.
According to its website, it features:
Cross-platform, Windows, Linux, Mac
Stock/Bond/Mutual Fund Accounts
I would suggest checking out GnuCash it has at least most of the features that you have asked for and a couple that are probably more important than the rest:
Stable - First full release in 1998 latest release at the time of writing 2.6.14 Sept 2016 - so it has been about for 18 years so far with over 2.7 million downloads.
Cross platform: Runs on Windows ...
I used to use VersaCheck until they turned into ransomware.
After a stressful couple of weeks looking for a replacement I ended up with ezCheckPrinting
I purchased a license for $39 and I've been using it probably about 2 years without complaint. I usually look pretty hard for free software but I believe this purchase was worth the money. There are no ...
Mint (Web App/Mobile)
It's a major player in the personal finance area. It offers all the standard features (income/expense tracking) as well as reports.
However, it's primarily geared towards US consumers, so might not be ideal for an Indian user).
free version available
You Need A Budget (Windows/Mac)
Very popular application that focuses around tracking ...
One free option is GNUCash. It's available for Windows, Mac, Linux, and there is some kind of Android app but it doesn't have the same functionality. I'll try to address your bullet list here, for the desktop version as I haven't tried the mobile version.
Integrate with online banking - Yes. Many online banks and credit cards offer a way to download a ...
I would check out Mint Credit Monitor which is a familiy of the multi-award winner Mint, the budget manager, by INUIT INC.. It has most of the characteristics you are looking for:
They monitor the 3 biggest credit bureau Equifax, TransUnion, Experian
You can see your credit report whenever you are
The have identity thief protection (note: I haven't tested ...
OCR understanding receipts
low privileges requirement
Export options (Dropbox, Google Docs)
Can not supply photo from gallery (have to make new each time)
Couldn't figure out how to add all things from receipt at once, instead of one thing with every photo
A part from this , a kind of simple app.
If your ...
Single user or multi-user?
If you are looking for a single-user desktop software, GnuCash recommended by @ConfusedStack is the best option (Full disclosure: I am the author of Gnucash 2.4 Small Business Accounting Beginner's Guide by Packt Publishing). It even has an Android expense-tracking companion app.
However, if you need multi-user software, you can ...
I have been using Toshl for a month now and I'm a big fan. It's free, but you can pay to be able to manage more accounts + budgets. However, it's intuitive, easy to use, effective and it's a web app with a perfectly functional free version.
(The monsters can be turned off in the settings as well, if you prefer a more sombre experience).
Receipts by Wave
Wave HQ - January 3, 2014
OCR of Receipts!
Exporting to Google Drive, Dropbox...
separate private and business accounting in same app
require more privileges that such app might need to require...
need to make an account with them to try OCR as it has to send photo and they do OCR remotely
ONLY consumes ...
KMyMoney is the KDE app substitute for GnuCash but it's simpler.
It works offline
It works on XFCE (but you need QT libraries)
It's free and open source
Mulitple areas of expenses
For Repeating expenses and Estimation of future I don't know very well because I use GnuCash but it might works.
queXF is an Open Source, web based paper form verification and data entry system:
It requires you to first express your paper-printed form in the queXML format.
queXF then uses this "schema" to recognize fields of the scanned image.
Not sure about the Excel format.
Free, Open source, seems well-maintained (last release 2 months ago).
Update 1/2016: The new version of YNAB is now a web app. I haven't tried it (I'm sticking with the no-longer-promoted desktop app for now), so I can't wholeheartedly recommend it at this time.
Original review 2/2014:
I've tried several different software and web app solutions over the years to track my spending, and my favorite (and the one I am currently ...
We're in the process of switching to Xero, a cloud-hosted system which can handle accounting, billing, inventory, payroll. One of their big things is minimising data entry by automatically importing & categorising from bank feeds. I've not used the inventory features, but I think that would handle what you're after just looking at the documentation.
I have used Toshl in Europe. It is a webapp application where you can add your income and your spending in categories etc. There is an android and an iOS application. Very funny visualizations, bill reminders and my favotire. The option to export your stats in a pdf or excel file.
If you are in USA, I have found a better one. I haven't used Mint, but ...
You can try GnuCash for keeping track of your personal expenses
Open source GnuCash meets 3 of your 4 requirements:
It helps you to manage your personal expenses.
It is free.
It has an Android companion application.
However please note that it is not online. It is a desktop application.
Full disclosure: I am the author of the Gnucash book.
For a complete (Scan, Capture and Document Management) and affordable solution, look at Librex.
It covers your requirements. You'll be able to scan your receipts, extract the metatadata our of them, and then search the recepit per metadata. In the search results, you may copy the metadata and paste in Excel, so for that requirement, it would be a "two step" ...
I would suggest the combination of python, ystockquote and one of the many python plotting libraries such as matplotlib pyplot, Plotly or Bokeh - the Bokeh site even has an example that looks very like what you would like to do.
You would probably be even better with Pandas which can integrate with several sites as can be seen here.
With pandas getting the ...
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)
There's this single html file + text file you can save in dropbox/onedrive/googledrive:
And then update the text file, and open the html file to visualize the data.
Create a sub-account for every children under your main account like this.
When you set aside some money you transfer money to those sub-accounts.
Assets:Bank:1st Child $50
Assets:Bank:2nd Child $50
Based on the balance of Assets:Bank:1st Child ...
In 2008 and 2009 I traded extremely heavily. Because I scale in and out of positions, I had 100's of wash sales and it was impossible to manually reconcile them. I'm no stranger to math or spreadsheets. Even so, I gave up in frustration because it was a monstrous task. For example, scaling in and out of 20 trades in one stock can turn into 50 trades on ...
Here are two options:
This is a more simple and user friendly option that is played through your web browser.
You can choose to play with other real people worldwide or just by yourself. You can also create your own games and play with your friends.
You can find more about Investopedia here: Link to site
This second option is ...
Ledger meets your requirements.
"in Linux" — Check.
"simple to use" — Check. Type your transactions in a simple format with a text editor, then type commands like ledger reg to show a register or ledger bal food to show the total amount attributed to accounts with "food" in their name.
"able to input all transactions manually" — Check, with a text editor.
You Need A Budget (YNAB) should have what you are looking for.
It is very simple to use, and offers free online classes to help you get started. It is much easier than GNU Cash.
Transactions can be entered manually. (That is how I use it.) It can connect to a bank and download transactions automatically, but I don't think that feature is ...
Mint is an excellent app that has both desktop and Android interfaces. Intuit has come a long way to improve what they were doing with personal finance applications since 10 years ago. I am not certain; however, if it is able to allow you to access your brokerage account to trade stocks, but I am definitely sure that you can at least monitor these accounts. ...
I strongly advise you to use CrossOver or Wine to run the current version of YNAB in Linux. I do this my self and it works perfectly. Because YNAB is a "system" and not just software, your not going to find a good clone. Specially not one that works with the mobile apps.
French/most compatibile desktop software solutions:
"Solegis Pro is particularly suitable for self-employed entrepreneurs providing specialized services to individuals. This freeware allows you to manage key aspects of your business: sales management (products, customers, sales documents), purchases (suppliers). It includes a financial dashboard displaying ...