Home Accountz version 17.01.31 was tested in May 2017. The software has not changed significantly enough to require further lab testing.
What is Home Accountz?
Home Accountz is a personal finance programme that helps users work out their net worth, track spending and plan for the future.
It’s a UK-based company so, unlike a lot of its rivals, it has a UK-focus. The firm prides itself on the level of support users can access.
We put AceMoney through rigorous testing under lab conditions, analysing the features we know are important to you and providing star ratings to help you compare packages.
Our review includes the full results of our lab tests with ratings on data input, the dashboard, transactions, goal-tracking, report-generation, mobile app, security and an overall verdict from our personal finance software experts.
| Home Accountz product review | Specifications |
|---|---|
| Version tested | 17.01.31
More info Home Accountz was not retested in 2019's review as the software has not been updated since our last test in 2017. |
| Price | £39
More info You can opt for the 'Online Services' add-on for backup of data and to sync data to the mobile app. It's free for the first year, then £19.50 per year thereafter. |
| Free trial? | 14 days |
| Compatibility | Windows, Mac, Linux, Android, iOS |
| Investment tracking | No |
How does Home Accountz work?
Home Accountz is a traditional accounts package that lets you consolidate information about all your finances in one place.
You can upload details about your transactions and analyse your spending to set goals and make sure you’re never caught out by one-off costs.
Home Accountz costs £39 but you can also pay for its 'Online Services' add-on, which gives you online backup and recovery of your data, multi-computer access and the mobile app.
It’s free for the first year, then £19.50 per year thereafter.
Home Accountz review: at a glance
Find out how Home Accountz got on in our lab review on performance (including data input, set up, dashboard, reports, transactions and tracking), support and its mobile app.
Members can log in to see the results of our analysis. If you're not already a member, join Which? and get full access to these results and all our reviews.
Home Accountz performed well in our lab review, with a test score of 67%.
The table below gives an overview of how well the package was rated on performance (including data input, set up, dashboard, reports, transactions and tracking), support features and its mobile app.
Our test score ignores price and is based on overall ratings for performance (given a 75% weighting); support (15%); and mobile app (10%).
| Home Accountz review | Score |
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Performance |
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Support |
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Mobile app |
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Test score |
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How do I get started?
We reveal how easy it is to set-up and start using Home Accountz.
We asked our lab testers to manually input two sets of fictitious financial data, and imported CSV and QIF files from various sources, in order to rate the software for both ease and speed of data input.
| Home Accountz: data input | Score |
|---|---|
| Ease of manual data input |
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| Speed of manual data input |
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| Importing data |
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| Overall score |
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How easy is Home Accountz to use?
Our lab testers tried out dozens of Home Accountz's features and issued star ratings for a range of performance indicators including dashboard navigation, transaction-grouping, report-generating, goal-setting and reminder-scheduling functions.
You can select the score table you want to see using the drop-down menu.
| Home Accountz: reports | Score |
|---|---|
| Ease of generating reports |
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| Ease of interpreting reports |
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| Range of report styles |
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| Overall score |
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Members can log in to see the results of our analysis. If you're not already a member, join Which? and get full access to these results and all our reviews.
What help and support is on offer?
When using personal finance software, you may need some help to get the most out of the package.
We tested every element of customer support provided by Home Accountz and gave it an overall star rating based on the range and quality of the services on offer.
| Home Accountz: support | Score |
|---|---|
| Step-by-step guide |
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| Phone support |
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| Email support |
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| Forums |
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| Overall score |
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What's Home Accountz' mobile app like?
The Home Accountz mobile app is available for IOS and Android devices and acts as a companion app to the desktop application.
Here's how the Home Accountz mobile app was rated in our lab tests.
| Home Accountz: mobile app | Score |
|---|---|
| Mobile app information view |
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| Ease of syncing |
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| Ease of adding receipts |
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| Utility of app |
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| Overall score |
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How secure is it?
When entering your financial information, you want to be sure it's safe.
Here's how Home Accountz scored for security in our lab review across its desktop programme and mobile app.
| Home Accountz: security | Score |
|---|---|
| Security with all options enabled (desktop) |
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| Security with fewest options enabled (desktop) |
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| Quality of encryption methods (desktop) |
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| Navigating security and privacy options (desktop) |
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| Security with all options enabled (mobile) |
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| Security with fewest options enabled (mobile) |
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| Quality of encryption methods (mobile) |
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Open Banking and Home Accountz
Home Accounts won’t allow you to automatically import data from a bank account.
Instead, you will need to download data in a standard format and then import it into the application.
Home Accountz is not set up for the Open Banking scheme, which allows you to share current account data via a secure application programming interface (API) without handing over your login details. Firms using Open Banking are regulated, and security protocols protect your data.
Find out more: Open banking: sharing your financial data explained
Which? verdict on Home Accountz
We reveal how useful HomeAccountz is for beginners who struggle with computers or finances, as well as how suitable it is for advanced users with more experience.
Members can log in to see the results of our personal finance software analysis. If you're not already a member, join Which? and get full access to these results and all our reviews.
| Home Accountz: verdict | Results |
|---|---|
| Suitable for |
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| Not suitable for |
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| Pros |
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| Cons |
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Find out more: Best personal finance software - see how Home Accountz compares.
Home Accountz: FAQs
Is Home Accountz compatible with Microsoft Money and Quicken?
Home Accountz is compatible with Microsoft Money and Quicken.
Can you import information automatically by linking to your bank account?
Home Accounts won’t allow you to automatically import data from a bank account.
Instead, you will need to download data in a standard format and then import it into the application.
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