I'm trying to start 2010 with a decent software strategy in place for tracking travel, projects, invoices, and expenses. 2009's technique was an Excel spreadsheet so there's lots of room for improvement. My picky/nerdy requirements inside.
I give talks to library groups. I make between 10-15 work-related trips per year. I want to be able to keep track of expenses, travel details, talk details and invoicing/payment details. I also have a few regular local clients who I bill, usually hourly.
I don't really need something for budgeting or linking anything to my bank account. I don't have an iPhone nor will I be getting one for this purpose; my phone is a dumb phone and I'm okay with that. I use a Mac, but web solutions are okay too. I'm not too privacy conscious for this sort of thing, so security is good but not mission-critical. Free is not necessary, would prefer one-time fee to recurring fee. Partial to open source but not fanatical about it. Prefer nice-looking to powerful.
Things I've Tried
- mint.com and yodlee.com are more bank-oriented. I like them for what they are but don't solve this problem.
- Fresh Books + Xpenser is terrific, but seems to be mainly for invoicing and costs too much for me.
- Tripit and Dopplr are too trip-oriented
Things I'm Looking At
may be more than I need
was suggested in other AskMe threads but seems too Quicken-like
Basic Things I'd Like It To Do
- track expenses on a per-project basis and make basic invoices
- have a place to store my travel details [flight numbers, contact information, mileage]
- be able to say whether I've been 1) paid 2) reimbursed
- do some category-level sorting, like "you spent $7500 on plane tickets this year"
I'm aware I probably won't get something that's perfect, I'd settle for "good enough and not totally annoying" so suggestions that his at least some of these points are fine. Thanks!