Comments on: Xero Personal

By: Loz Moore

Loz Moore — Sat, 08 Jan 2011 12:10:31 +0000

Am enjoying Xero personal after finally dumping my Psion 5mx with a money app which I have been using for years. I have now got about 9 months of data on it and find it frustrating that there is little in the way of reporting options to drill down into my historical data. Are there any plans to extend the reporting?

By: Ray Patidar

Ray Patidar — Thu, 23 Dec 2010 20:17:02 +0000

This looks like a great tool. I just signed up for the free trial. I was looking for something like this that would help me manage my finances better. What kind of feedbacks did you guys get using Xerox Personal with American banks? With banks such as Bank of America or Well Fargo

By: Sara Goepel

Sara Goepel — Tue, 09 Nov 2010 00:34:11 +0000

Hi Steve, the pricing is different depending on where you are located and is listed above the sign up form at the bottom of this page- https://www.xero.com/personal/.

By: Steve Thomas

Steve Thomas — Sun, 07 Nov 2010 13:43:53 +0000

How much is Zero Personal, you have no pricing on the site. A bit dubious with hidden prices.

By: Catherine

Catherine — Wed, 13 Oct 2010 21:20:06 +0000

We've listened & delivered already. Back in July we released the ability to split transactions - here's our earlier blog post outlining the features released with links to Help Centre & a video that starts out explaining where to split a transaction. Sounds like this meets your needs - if you've got any questions or feedback on this feature or Xero Personal in general, please feel free to join current conversations or ask question on our Xero Answers site.

By: Michael Emery

Michael Emery — Wed, 13 Oct 2010 14:10:00 +0000

There is one major problem with all this online software that makes it extremely difficult for me to switch from MS Money. None of them support split transactions, and the ASB version has a poor category selection.

For me there is virtually no point even entertaining the use of any financial management software (online or otherwise) until I can split the transaction. If I go to BP and buy $30 worth of smokes and $30 worth of petrol… what category do I use? If I go to Bunnings and buy potplants, a lawnmover and fan heater and some nails… what category? If I pay my all my insurances once every year to the same provider, how do I break that category down into Life, Vehicle, House, Contents, Landlords, Business and Boat insurance?

ASB have closed ears on this matter… my fingers are crossed that Xero will listen and deliver!!

By: Claire

Claire — Sat, 17 Jul 2010 04:34:07 +0000

Check out http://www.budgettrak.com. Xero should join forces with these guys in NZ. They have qif downloads, goal tracking and automatic learning of categories, GST and non GST items reports and has the ability for an advisor to see how you are doing as well. Visually not exciting but functions are brilliant.

By: Agraj

Agraj — Sat, 10 Jul 2010 10:07:05 +0000

I’ve create template like you but using different color, thanks for giving a best idea.

By: Kingi

Kingi — Tue, 06 Jul 2010 17:45:58 +0000

will you be able to integrate with Mint.com and/or and Australian service provider? i have several bank accounts acros borders and would like to get a snapshot of my finances across markets. USA and NZ and AU.

By: Alastair Grigg

Alastair Grigg — Thu, 24 Jun 2010 09:19:58 +0000

@User. ANZ Money Manager is a rebadged stand alone instance of the Yodlee MoneyCenter personal finance management product, so those bank feeds are coming from Yodlee. As you might know we are working on integrating just this Yodlee bank feed service into Xero to augment the direct bank feeds we already have with our partner banks in NZ, Australia and the UK. We’ll be posting an update on this project tomorrow.

By: User

User — Wed, 23 Jun 2010 13:16:44 +0000

Why can’t you guys get feeds working for all banks? ANZ Money Manager got it working years ago!

By: Agraj

Agraj — Thu, 06 May 2010 13:39:31 +0000

we like your template, really awesome….

By: Tony Fitzpatrick

Tony Fitzpatrick — Tue, 06 Apr 2010 10:49:35 +0000

I have been eagerly awaiting the release of Xero Personal so I could migrate from my Quicken system on my daughters laptop, and have access from anywhere. Basically I was anticipating a cut down version of Xero Business, that would allow me to track who I owed money to and my assets, etc, but have found this to be no better than some of the accounting packages I was using 10+ years ago. You can’t even enter a manual transacation then reconcile it against your downloaded data later, so really it is just a recording tool not a real planning tool.
So come on guys, pick up the ball again and produce something that will help us all actually manage our finances.

By: Rod Drury

Rod Drury — Mon, 15 Mar 2010 22:24:06 +0000

Hi Simon, noted

By: Simon H

Simon H — Mon, 15 Mar 2010 02:32:10 +0000

Could you share any more information on how Xero Personal will work, or some of its key features? A release date would be great, but in its absence another blog post would keep our appetites wet.

By: Joshua Senft

Joshua Senft — Fri, 12 Mar 2010 15:38:56 +0000

Xero is the best online accounting solution I have ever seen. I can only imagine that Xero personal will enhance that experience. I know much of the focus is on NZ customers, but please develop full functionality for US based customers. We need bank feeds too and I am confident you will earn much of the market here if that can be accomplished. Good luck!

By: Melissa Johnson

Melissa Johnson — Fri, 12 Mar 2010 01:41:38 +0000

Any update on release date?

By: Andrew Haynes

Andrew Haynes — Tue, 09 Mar 2010 05:23:52 +0000

Looking forward to this, release date can’t be far away?

By: Rod Drury

Rod Drury — Tue, 23 Feb 2010 20:57:04 +0000

Hi Charlotte. Yes it will be secure and you can keep your information private. Thanks for your kind words.

Rod

By: Charlotte

Charlotte — Tue, 23 Feb 2010 20:41:34 +0000

I am really looking forward to Xero Personal. Great Idea. I have only just signed up for Xero Business and it is fantastic!!!
One query, will the personal section be passworded so only I can access it and not my staff or other people that may have access?
And please add my vote to ANZ getting banks feeds for Xero personal (I shall email my account manager immediately).

By: Rod Drury

Rod Drury — Tue, 23 Feb 2010 20:12:14 +0000

Xero business (which starts at $29pm) is just what you need. Xero personal will help clean up the blur between your business and personal expenses. Invoicing and debtors is key functionality of Xero.

Rod

By: justclint

justclint — Tue, 23 Feb 2010 12:08:09 +0000

As a small independent business owner working from a home office where small business and personal accounting tasks and needs often converge, will Xero Personal be capable of handling my small business related tasks such as limited debtors/invoicing etc without having to go subscribe to one of your core line business products/plans?

By: Mark Fenemer

Mark Fenemer — Fri, 19 Feb 2010 15:48:49 +0000

Sounds great…just what the doctor ordered!

By: iain Rolfe

iain Rolfe — Wed, 17 Feb 2010 03:06:55 +0000

Hi Everyone

The trick for me will to get my wife’s feeds! (with her permission of course!). We came to an agreement to cut up our credit cards last year but only after I proved to her how much they actually cost!

On a serious note, family level overview is critical to get a total picture

Cheers!

iain

By: Nigel

Nigel — Tue, 16 Feb 2010 19:39:33 +0000

Fantastic idea – except for “For version 1 we won’t have any conversion tools, but this is something we will explore as we evolve the service and collect customer feedback. ”

Thats a major missed opportunity. Think of all the Money users you could attract with that tool!! I’ve been using Money for 15 years+, and would really want to be able to transfer all that history across.

In fact I probably won’t change until that can happen. I haven’t updated my version of money since 2003 as it has continued to provide what I need. So I guess I can go on using it like that until it breaks.

For me this is more important than automated bank feeds. I’ve been downloading .ofx files into Money for so long, a couple more years won’t matter.

PLEASE reconsider the priority for this one.