Buxfer Reviews & Product Details

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Very easy to import bank statements and allocate transactions to the predetermined categories required by the UK Electoral Commission.

Easy to set rules for allocations.

Easy to use REST API. Review collected by and hosted on G2.com.

Bank Sync does not work for my bank (supposed to be available via Saltedge but doesn't work).

Need to export data for serious reporting. Review collected by and hosted on G2.com.

A fully customizable solution to follow your bank accounts and reconcile daily transactions.

Thanks to Buxfer, I have better visibility of my past expenses, with a comparison between the current month and the previous one. Review collected by and hosted on G2.com.

The mobile app could be improved so as to exactely get the same experience we get on the Desktop.

Moreover, I would be more inclined to add 1 our 2 USD to my current plan, the Pro Plan, rather than 5 USD more to get the Prime Plan, which allows gaining control of your investments and retirement plan. However, I don't know of any other SAAS solution that can do better. By far, Buxfer surpasses them all. Review collected by and hosted on G2.com.

the app can synchronise bank accounts automatically Review collected by and hosted on G2.com.

- the interface is very inconvenient. Obviously, the people who make the app don't use it

- There are bugs (e.g. recently the app created a new account automatically and started synchronizing new transactions there. now I have to transfer transactions manually apparently)

- the lack of support. when I started using the app I created tickets for bugs and suggestions for improvements. after 4 or 5 reports I got zero replies and stopped trying to solve these problems. Review collected by and hosted on G2.com.

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 Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

The Forecast feature allows me to take control of my finances and plan my spending. I look out 12 months at all my projected income and expenses. It makes a big difference to have that kind of visibility. I get alerts before large payments go out that allows me to check balances and move money around if needed. Review collected by and hosted on G2.com.

Sometimes the sync with my financial institutions stops working. That is more of a problem with Plaid than Buxfer though as most financial programs use Plaid and have the same issue. I would like to see a debt reduction feature added similar to another app I use specifically for debt management. More synching capabilities to handle non-traditional assets like Whole Life, metals, etc. would be great. Review collected by and hosted on G2.com.

There was a time, not long ago, when there was a significant discrepancy between what I thought I was spending and my actual monthly expenses. Nothing unsustainable, but still quite annoying. That's when I bumped into a Which? article comparing budgeting apps. Buxfer was ranked high and I decided to try it. It didn't take long before I turned into a paying user: seamless integration with most sorts of accounts; beautifully designed dashboard which provides key information at a glance; ability to compare trends; transactions automatically categorised; etc. And what a revelation!... All of a sudden I had a full and clear map of my expenses and, once in control, I was able to make money work better for me. Review collected by and hosted on G2.com.

As a UK user, I find there is a quite limited set of non-US securities that Buxfer can automatically track. As a consequence, I need to regularly update some shares, ETFs, etc. prices manually to keep my overall position up-to-date. Review collected by and hosted on G2.com.

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). Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

I've been always looking to find a good tool to keep track of my finances. I kind of had in mind what I wanted, but could not find something cost-effective and easy to use. The other known tools out there were OK but what attracted me to Buxfer, was the ability to sync my non-US bank to my Buxfer account. Other good tools I was looking into, did not have this feature.I also like the fact that you have a lot of flexibility. Review collected by and hosted on G2.com.

Sometimes request for certain changes, take too long to implement, or are simply ignored. Review collected by and hosted on G2.com.

Easy to use

Flexibility

Ability to copy and modify transactions

Budgeting

Multiple accounts

Reporting

Tags and sub-tags

Alerts

Handling loans by IOU feature Review collected by and hosted on G2.com.

Sometimes it lags for a few seconds after saving a transaction Review collected by and hosted on G2.com.