Very in depth review Melissa. I have been curious about Ascendo's finance application for a long time, your review answered alot of questions I had.
Thank you for putting that together.
Ascendo Money 3.3
Rating - 5 out of 5 starts.
Website - http://www.ascendo-inc.com/Money.html
Right now Ascendo Money version 3.3 is in beta. It should be available on Thursday, February 12th.
It's been a long time since I tried a personal finance manager on my Blackberry. I have always been disappointed, until today.
Ascendo Money comes with two parts, the PC application and the BlackBerry application. Both are wonderful and sync up very easily. It couldn't be easier to install and get up and running on either the BlackBerry or the PC. And I can import a file right from Microsoft Money into the Ascendo PC app. Then attach the BlackBerry and sync to update it, or update the PC app with what is added on the BlackBerry. Ascendo also has the ability to log into your bank account directly to get updated information. My bank was not listed, so I wasn't able to try it out, but lots of banks are included.
The PC app has lot of features to rival software like Microsoft Money. There are charts with reports and even a budget. It has lot of features you can use, or ignore, such as category, type, status, and payment method. Great details for someone who likes to get every bit of information, but also can be left alone for those who just want to make sure they are not overdrawing the account. You can set up a budget and see how well you are following it. There is even a report option to see where your money is going or coming from. You can also set up recurring transactions which will integrate with the BlackBerry Calendar.
Of course the budgets and reports are available on your BlackBerry too, not just on the PC. And they look and feel just as good.
Another awesome feature, there is an add transaction icon so you can open right up to the add transaction screen without having to open the application on your Blackberry, pick your account and pick add transaction from the menu. This makes it very easy to add new items to your account while you are out and about. This way you won't forget to put in how much was spent on gas, or at the drive thru without having to fill your purse or pocket with little receipts that always manage to get lost or not be readable. Then once you return home simply sync Money on your phone with Money on your PC and you don't have to worry about over drawing your account.
The interface is very user friendly and easy to understand. You can get started without assistance.
Here are a few screen shots from my BlackBerry:
Notice the highlighted Add transaction Icon. Directly next to it is the icon to open up Money. Having the seperate add transaction icon makes using the application much easier.
Above is the main screen in the BlackBerry application showing all the accounts in the program, the balance and cleared amounts. There is also a total across accounts at the bottom.
Above shows the Spending by Payee report on the BlackBerry.
From the PC:
These are the different icons you can use to set your accounts apart. Notice the ebay or the two P's that look like Paypal.
Here is where you can set up Payees. You can pick a default Category (such as Auto or Bill), a Default Type (such as Personal Income or Personal Expense), a Default Payment Method (such as ATM or Credit Card), a Default Status (such as Cleared or Paid), as well as a Memo or note about the Payee. Of course you can edit the Payees already listed.
There is also a way to manage Categories. You can edit or delete existing as well as add new. You can give each one a name, pick an icon, set the monthly budget amount as an expense or income and give it a description.
Types can also be modified, with a name and description.
Above is the schedule screen on the PC where you can set schedule items that will happen regularly, such as a paycheck deposit or bill.
If all else fails it comes with a 22 page user guide that is very easy to read and well laid out. It is a pdf so you can jump right to the page you need, and everything is listed out in a table of contents.
Hands down, this is the best personal finance manager available for the BlackBerry. It gives you the level of detail you want to use and gives the savvy users the level of control they demand. I would highly recommend this to anyone, even my mom who isn't the best with modern technology. Ascendo Money Personal Finance management for Blackberry and Windows has earned 5 out of 5 stars.
If you want to take a look over the official page head over to http://www.ascendo-inc.com/Money.html
Last edited by melissaox; 02-24-2009 at 07:37 PM.
very interesting....thanks for the review
Great review Melissa, I've used ascendo money for a while now and I look forward to the update
Sounds like a solid upgrade to current owners like me as well! Can't wait!
Awesome, detailed review!
this one great review, it seems to be an app worth looking into
Never give up...you can always make a difference
Great review melissa. I totally forgot about the new version that was released. This application just keeps getting better and better.
I've been using this application since my Pearl. I've tried a few other expense tracking applications and this is bar none the best one.
I've been using the new version for a few days now and the addition of the "Add Transaction icon" makes the application a breeze to use. Not that it was hard at all before, it just now saves your thumb from a few more button presses.
I definitely have to agree that it's a 5 out of 5! Great application. Also the people from Ascendo are great and always willing to help you out.