To be used for any question related to software. Ideally it should be used with other tags that would indicate the intended purpose.

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1
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1answer
23 views

Online service that computes implied volatility

Is there a free online service that will give me the Implied Volatility of a stock or ETF based on the current option price? Or do I need to calculate myself in excel? I found this resource on IV but ...
-1
votes
0answers
36 views

Consolidated personal finances tracking solution [on hold]

I'm looking for some way to automatically collect my transactions and balances from my various accounts, add up what I have, subtract what I owe, and show me how things stand. There's my main ...
-1
votes
0answers
51 views

What are my options for personal finance software in the UK?

I want to start tracking my personal finances. I'm located in the UK and most of my bank accounts are here. What are my options for software to help me track my finances, specially something that ...
1
vote
1answer
42 views

How should I keep track of my financial assets across borders and currencies?

I'm an expat and am curious: Is there any better way out there to manage my various assets in differing currencies across borders and markets? Currently, I just use a spreadsheet, but it is becoming ...
3
votes
1answer
102 views

What is the value in using the “split transaction” feature present in some personal finance management tools?

Why is the ability to have a split transaction (e.g. one transaction, but categorized into two or more parts) beneficial to personal finance management software? What are the most typical use-cases ...
7
votes
2answers
136 views

Should I learn to do my own tax?

I am a fresh graduate with a simple income stream and no asset. I figure I should learn to do my own tax instead of TurboTax (both to save the fee and, philosophically, to be in control of my ...
2
votes
2answers
253 views

H&R Block says form 1120 not finalized? IRS won't take it yet?

So basically I'm a new business. I bought H&R Block's Premium tax software to file my return. I fill out the form, and at the very end I get an error message saying "This product is not yet ...
7
votes
1answer
126 views

Transitioning from paper-trading (demo trading) to real trading?

I have two questions here: When one first starts trading, what are some things that one encounters that paper-trading does not prepare one for? The most common response I see for this question is, ...
0
votes
1answer
187 views

What tax software automatically determines the best filing status, etc? [closed]

I've used H&R Block Premium & Business to do my taxes for the past several years and have found it incredibly frustrating because the software is nothing more than a glorified version of the ...
-1
votes
1answer
73 views

Can you identify this broker/trading platform by looking at this picture?

Can someone identify what broker or trading platform this is?
1
vote
2answers
229 views

Good expense tracking and budgeting application for India

Could anyone recommend a good software application that I can use to keep track of my budget and expenses. Essentially at the end of every month, I find myself flabbergasted. Where did my money go? ...
3
votes
1answer
164 views

What software and make charts, screen stocks, like in this answer?

I looked at this question Why would I want a diversified portfolio, versus throwing my investments into an index fund? and I tried to find the software victor was talking about but I couldn't. I ...
10
votes
2answers
2k views

First time landlord looking for software to manage rental properties

I am in the process of purchasing a couple of rental properties, and am completely new to property management. I know there are a few veteran landlords who frequent this site and was hoping to get a ...
3
votes
1answer
50 views

As a contractor, TurboTax Business-and-Home or Basic?

At what point is it worth it to use TurboTax's Business and Home package ($99) over the Basic package($35)? I worked as an independent contractor for a living last year, and I don't suspect there'll ...
-1
votes
1answer
110 views

How to change stock quantity in KMyMoney investment editor?

I'm playing with KMyMoney for my personal finances' management, and got stuck with investments. While all the rest seems to be working properly, the "Quantity" field for investments seems to be always ...
1
vote
0answers
42 views

Best software to import finances [duplicate]

Possible Duplicate: What are the best software tools for personal finance? I'm looking for a tool to manage my personal finances with. I've got various loans, credit cards, a few ...
5
votes
2answers
632 views

Good way to record currency conversion transactions in personal accounting software?

I have deep personal financial connections to two countries, with different currencies. (They happen to be Canada/CAD and USA/USD, but I don't think that's material.) I have multiple bank and ...
0
votes
1answer
122 views

Intra-day trading software and services?

I'm new to trading but I wanted to give it a try. I would like to find a software/tool that allows me to trade stocks, even on an hour-to-hour basis. What are the best options? I'm looking for an ...
2
votes
2answers
99 views

Organizing finances and assigning a number to each record type

I hope someone can help re-word my question... but I'm looking for a numeric or alphanumeric system to help me categorize income and expenses by type. I'm not interested in a system that separates ...
6
votes
2answers
257 views

How should I record the changing value of an investment in accounting software?

I have the following (simplistic) structure set up in GnuCash, but this should apply to other software too: Assets Bank account Pension Income Salary Interest Every month, my salary is ...
2
votes
2answers
167 views

Sage Instant Accounts or Quickbooks?

I am a small business, single employee IT contractor looking for accounting software to do my annual returns and vat returns in the UK. I've researched a bit about QuickBooks and Sage Instant ...
2
votes
3answers
209 views

What software do you recommend for Creating a To-The-Penny, To-The-Day Budget?

Most personal budgeting advice seems to be close but not exact. Budgeting tends to be monthly. Transactions are often bi-weekly, every 30 days, every three months. If paid bi-weekly, some months ...
15
votes
1answer
700 views

Multi-user, non-US personal finance and budget software

Hija, I realize that there are any number of these questions on here. I didn't manage to find one that related to my specific situation, however. First, I am outside mint.com territory. Second, I ...
2
votes
2answers
113 views

Protocols and exchange formats for financial data

Wikipedia says: Many banks in the US let customers use personal financial management software to automatically download their bank statements in OFX format. Also, from ...
1
vote
2answers
184 views

Credit card transactions for personal finances

I have personal finance software installed on my mobile phone. I input all the info about purchases/spending in there so that I keep track of my money. Recently I've got a credit card with a bank. ...
3
votes
2answers
1k views

Personal Tax Return software for Linux?

I'm looking for something like TaxCut or TurboTax but I can't find indications that they run on Linux. I still have a Windows machine somewhere but I'd rather not have to dig it out. I am willing to ...
1
vote
3answers
453 views

Canadian personal finance software with ability to export historical credit card transactions?

I am looking for a personal finance software that lists all your credit card transactions. I was looking at mint Canada and it has what I want (lists all your credit card transactions and assigns the ...
3
votes
2answers
110 views

Free, web-based finance tracking with tag/label support?

My current solution for tracking finances is a google docs spreadsheet, with a new sheet every month. Overall, I'm quite happy with it. I keep track of where money was spent, on what, and I try to tag ...
3
votes
2answers
528 views

online personal finance software that I can host myself

I am currently using MS Money for tracking my finances, and would like to switch to an online solution that I can access from anywhere. The problem is, I don't really trust some website to have ...
3
votes
2answers
117 views

Software tools for options investing

Are there free or inexpensive software tools to assist with common computations or Monte Carlo analysis in dealing with investing in options on common stocks? I probably know enough to write ...
5
votes
2answers
354 views

I unknowingly bought pirated software and now the original developer wants to offer me a deal. Should I go for it?

I've bought software from a vendor for $299. It turned out that the vendor had no right to sell this software - he essentially bought a single license from the original developer, setup a website ...
9
votes
7answers
3k views

Is there any online personal finance software without online banking?

I realize that similar questions have been raised, especially regarding Mint and Quicken Online, but my question is this: Is there web-based personal finance software that does not require you to ...
12
votes
2answers
228 views

Making a basic will without an attorney

I've been reading that wills for the "basic" scenario is pretty much a cut-and-paste at the attorney's office. Rather than spend the money with a lawyer (300-600USD) I thought I'd look into a DIY ...
10
votes
10answers
803 views

Good book-keeping software?

Can anyone recommend a good program (or web app, I guess) for keeping one's books? I've tried GnuCash, but I find it so complex, that I'm sure I'm appropriating credits to credits. As a minimum, I ...
10
votes
2answers
805 views

Personal budget forecast/tracking solution

I am using mint.com for tracking my money, and it works quite well, with one exception: mint.com is mostly backward-looking, i.e. it captures only stuff that already happened. So I am looking for a ...
13
votes
4answers
998 views

Free/open source Unix software that pulls info from all my banks/brokers/credit cards?

I currently use financeworks.intuit.com to keep track of transactions/balances in my bank, brokerage, and credit card accounts. My favorite feature: it automatically pulls transactions/balances ...
9
votes
2answers
4k views

Where can I find open source portfolio management software?

I am looking for open source code that allows me to do something like Morningstar, but with full export facility, not partial like here, and only for low-cost index funds. I don't want to create a ...
6
votes
6answers
764 views

How to keep control of shared expenses inside marriage?

I've been married for a couple of years now, and we've been playing pretty loose with our finances (we keep separate accounts and like to pay more or less equally for our common expenses). Lately, ...
2
votes
1answer
699 views

What is a good tool to calculate IRR of my entire portfolio?

I use Mint to aggregate all of my accounts and get a snapshot of what my financial health is like, but I need something more powerful to calculate IRR and other metrics. What are some tools the ...
6
votes
3answers
304 views

Personal finance app where I can mark transactions as “reviewed”?

I'm using Mint now to keep track of my transactions, etc. on my checking account and credit card. It works pretty well. However, there is one critical feature missing which is marking transactions ...
4
votes
3answers
1k views

Personal finance software for Mac that can track stocks and mutual funds? (Even manual updating of share prices will do.)

I am currently using GnuCash, but would like to switch to a Mac-native application. I'm also considering MoneyWell, but it only takes care of cold hard cash. What personal finance software can track ...
10
votes
4answers
2k views

What publicly available software do professional stock traders use for stock analysis?

What publicly available software do professional stock traders use for stock analysis? I assume they use something more advanced than Google Finance... right?
12
votes
9answers
1k views

Has anyone compared an in-person Tax Advisor to software like Turbo Tax?

I've always been curious whether an in-person "tax man" would be able to save me any more money on my taxes. They normally charge more, so I've never done that. I have noticed that some softwares ...
3
votes
2answers
91 views

Using Turbotax for more than buy-and-hold investments

I'm going to have to consider trading into my taxes for the first time this year. I have somewhere under 1000 trades for the year, but some of it is in fairly large quantities, including selling both ...
2
votes
1answer
177 views

Correct Ways of Importing Personal Finance Transaction Data

I want to transfer my financial data ( years of it!!) from Buxfer to yet-to-be-known online personal finance web app. I tried to download my data in both .qif and ofx format. I tried to import the ...
4
votes
2answers
1k views

I am looking for software to scan and read receipts

What are people using to scan and archive receipts? The only software I've found that does this is NeatReceipts. Does anyone recommend it? ...
7
votes
2answers
897 views

Asset allocation software: Application or tool to help me rebalance my investment portfolio?

I'm looking for an application that can help me rebalance my investment portfolio. I'm not looking for something that will suggest percentages for each asset class. I'm looking for something that, ...
7
votes
2answers
543 views

What is a good open source Windows finance software

I have played around with GnuCash a little but it doesn't quite meet up to what I am looking for. I currently run QuickBooks and use class tracking to keep a fine line of separation between my ...
0
votes
1answer
226 views

Now that Microsoft Money is gone, what can I do? [duplicate]

Possible Duplicate: What can I replace Microsoft Money with, now that MS has abandoned it? I purchased Microsoft Money about 6 months before they announced that it would no longer be ...
11
votes
2answers
2k views

Replacement for mint.com with a public API?

I need something similar to Mint.com but with a public API to be able to write a couple of tools to let me share some information of my business with other people and automate some analysis. So, ...