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Re: [LUG] Finance management software?

 


Regards
Eion MacDonald (eionmac@xxxxxxxxxxxxxx)

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kevin wrote:
> On Sat, 2008-10-11 at 22:22 +0100, Grant Sewell wrote:
>> Hi all,
>>
>> I have decided (wisely or not given the "credit crunch") to go
>> self-employed.  I'm looking for some software (either a single application,
>> or some things that I can tie together nicely) that's fairly easy to use
>> and covers the following:
>>
>> + Keeping track of customers (simple details)
>> + Keeping track of work done for each customer (has to support multiple
>> work-types per customer)
>> + Producing invoices for customers
>> + Keeping track of income and expenditure
>>
>> I've had a look at Sage 50 (because it was available), but it looks a bit
>> big for my boots, plus... it's Sage, which is hardly Free Software.
>> Likewise (size-wise) with Gnucash (unless anyone can suggest an idiot-proof
>> tutorial on how to set it up (why 'blah' needs to be set up as 'blah' - I
>> really haven't the first clue when it comes to accounting type things) and
>> use it).  I've looked at Eqonomize!, but it doesn't seem to quite fit the
>> bill (unless I'm doing something wrong... always a possibility); I've had a
>> look at GnoTime, which (so far) seems a bit awkward to use in this context;
>> HomeBank, KMyMoney and Grisbi all seem targeted at plain ol' bank account
>> management; Kraft won't work without a MySQL database.
>>
>> Anyone got any ideas?
>>
>> Cheers.
>> Grant.
>>
>>
> 
> If you are ever near Minions (PL14 5LE) you can see a working system
> using MYSql and a  Web interface. I do Vat accounting, Stock, Ordering,
> PAYE, SFBB data (Safer Food Better Business) B&B Bookings and Computer
> Repairs with it. It's tuned for just Minions Shop but could easily be
> altered for any Small business.
> Regards
> 
> Kevin Lucas
> Minions Post Master(Sub) reprieved (possibly!)
> Po House, Minions,
> Liskeard Cornwall 
> PL14 5LE
> 01579363386

Dear Folks,
This problem, I have had for some years, being in Lancashire, I have
never taken up Kevin Lucas's kind offer.

Maybe sometime , I will be there.
(Lack of VAT accounting in open software  is only reason I still use
a MS Windows system)

I use an old version of QuickBooks Pro (2004). This keeps record and
importantly VAT  for three businesses, my own company (set up on
retirement to combat underfunded company pension problem), & two
charities  where I act as treasurer.
QuickBooks allows unlimited 'companies' to be set up  which is a
major advantage over Sage. You can run copies as  a sandbox to make
sure you enter correctly when learning.

If you do not need VAT, then GnuCash works OK.
Get the UK chart of accounts.

On web site inside BT Yahoo if that is your ISP is 'business
builder' which gives a 'free' web based system which correctly does
VAT , however it needs and 'company credit card setting up as bank
accounts)

Its the VAT problem that prevents me changing.

PS While drawing invoices inside system for record, I tend to issue
invoices/print off or PDF from OpenOffice as a simple spreadsheet
using the same invoice number so I have record independent of
accounts system.

Regards
Eion MacDonald (eionmac@xxxxxxxxxxxxxx)

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