Buxfer Reviews

I'm using Buxfer for 10 years now and I'm very satisfied by the various functionalities and the reliability of the software.

I really appreciate the graphical analysis as well as the speed of operation even over quite large historical periods.

I also find the budgeting and forecasting menus very helpful and powerful.

Overall the application is quite powerful and very simple to use.

This is the financial application I have kept using for the longest time (>10 years) and I see no reason to change.

The only functionality I'm missing is the ability to analyze exchange rate evolution in a multi currency user profile.

This seems to be kind of a stretch for the development team.

Beyond that I'm very happy with this financial application even though a direct connection to bank accounts would further facilitate the load of data.

Historical transaction analysis and reporting ; Budgetting and Forecasting activities ; graphical drilldown analysis ; overall significantly improving my productivity on financial matters.

the connection with the banks is good. The tagging and auto-tagging are great and the clarity of the representation too. You can drill down both the past and the future, and track and budget everything. Last but not least you can share the access, easily manage multiple identities (even small companies, for example) and the export tool is *GREAT*. If you are missing some banks (ex. EU Banks) in QBO, for example, THIS IS THE TOOL. Two clicks and everything is done with their *PERFECT* QBO export.

The price is fair

it is not a real issue but maybe sometimes you could prefer a pure envelope tool like YNAB. I should say that I am using both, even for my companies. Nothing else.

it is really a good product, you will not find a lot of cool but useless features of the most common ones, just a solid tool that works.

you have a centralized situation of your banks in your pocket, a nice tool for analysis and budgeting, the research of a transaction is simple, fast and effective. I am using the software even for my small companies, you can obtain a good export tool to import the transactions in the accounting one.

Buxfer automates most of the operations I had to do manually using other expense accounting tools. It has a handy web and mobile client. It supports different types of accounts and is integrated with most banks.

Buxfer supports many banks, but not all. I still have to import data manually from one of my accounts. Fortunately, there is an option to import CSV.

Buxfer allows you to assign many tags, but in my experience, it's better not to do because it affects budgeting and reporting. Also, there is no fine filtering option using tags. For example, filter out all transactions that contain more than one tag, or filter out all transactions that contain only the parent tag.

Before Buxfer, I tried to use various tools, but I could not find everything I needed. As a result, the last time I used Excel. Because Excel is flexible enough. But when I found Buxfer, I realized that I was spending too much time importing data from account statements. Buxfer helps me save time because it has integration with many banks, allows me to set different rules to automatically categorize expenses, allows me to budget and saves me not only money but also time, which is worth much more.

Ease of use is key and Buxfer hits the nail on the head.

Sometimes updates don't propagate across reports and screens immediately and tax a few seconds or a refresh.

Personal/family financial management solution

Understanding all levels of my finances in 1 place - from overall net worth and a simplistic retirement view dow to categorised spending views and transaction level

Retirement planning is very simple and you pay a premium for it. Investment performance charts are limited - but easily fixed.

An understanding of where our money goes - with very little effort once it's all set up. Helps us plan what our spending will be as we near retirement. It helps me understand when & where I'm spending too much with the budgeting too. I love Buxfer - so simple, really fast and powerful.

Cloud based. Able to customize to your needs.

Doesn't do everything Quicken/Quickbooks does.

I love the cloud. I don't need a desktop version that syncs with an app. One platform.

It is stable and always online with no updates to worry about. It imported all my Quicken data effortlessly.

I have no complaints. I wish some extra features were included in my plan but overall a great value.

I wanted "Quicken" with nothing tied to the desktop and mobile access. I get the best of both now with Buxfer and then MORE than Quicken.

This is literally the only product out there with all the features and customizability to make it actually useful. I can set monthly, annual, or envelope style budgets. I can customize my categories and tags. I can keep but "hide" things like credit card payments that are only transfers between accounts. It's affordable. I can manage on both pc (preferred) and mobile (when needed).

Personally, I would like to have more options on creating visualizations or connecting the data to something like PowerBI for personal review, but I'm not normal in that area.

I am an ex-accountant and developed my own spreadsheet style home budget that I used and evolved for about 20 years. Buxfer allowed me to keep all my tailored solutions and modifications while automating all the mundane stuff. I have the same control and visibility I used to, but it takes maybe 20% of the time.

Smart tagging allows me to quickly organize my spending into different categories.

I can also track all my account types, including loans, vehicles, houses, etc.

Most of the automations apparently only work with US Banks.

The investments are all tracked in USD.

It could use AI and ML to learn my spending habits and set the forecasts based on that rather than manual budgets that I need to keep updated

One single place for all my finances. I have many different bank accounts and cards, so Buxfer allows me to have a global overview of my money and how I'm spending it.

I love that Buxfer gives me control of whether or not to sync/import my transactions from my banks and credit cards. I like to input transactions manually but sync my investments, so this is perfect for me.

There isn't much to dislike. I worry that nobody knows about them and they'll go away, which is why I've considered upgrading my account to a level I don't need.

My complete financial picture is in one place without annoying sales emails (looking at you, Personal Capital and SmartAsset) and with the ability to control my own transactions without syncing to a bank (looking at you, Mint.) I've had a spreadsheet system that I've been maintaining since 1997 and like the way I'm able to keep an eye on my cash flow, enter transactions that are scheduled to happen in the coming weeks, and balance everything back to my spreadsheet. It works beautifully and I'm able to spend about 5- 10 minutes every morning looking at my complete financial situation, including the values of my rental properties and primary residence.