To be used for any question related to software. Ideally it should be used with other tags that would indicate the intended purpose.
8
votes
3answers
154 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 ...
2
votes
1answer
30 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 ...
0
votes
1answer
47 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 ...
0
votes
0answers
37 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 ...
4
votes
2answers
160 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
108 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
78 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 ...
5
votes
2answers
123 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 ...
1
vote
1answer
92 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 ...
1
vote
2answers
151 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 ...
12
votes
1answer
405 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 ...
1
vote
1answer
79 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
152 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
697 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
383 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
91 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
265 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
90 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
314 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 ...
8
votes
7answers
2k 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
205 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
656 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 ...
9
votes
2answers
580 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 ...
11
votes
4answers
651 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 ...
7
votes
2answers
2k 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 ...
5
votes
6answers
545 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
517 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
259 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 ...
3
votes
3answers
892 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 ...
9
votes
4answers
1k 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?
6
votes
7answers
844 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 ...
4
votes
1answer
251 views
Does anyone have feedback on “Fund Manager” software?
Has anyone used "Fund Manager Portfolio Management Software"? I'm most interested in using it for asset allocation and rebalancing. I'm also taking a look at the Morningstar XRay report.
3
votes
2answers
81 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
163 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
944 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
676 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
320 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
197 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 ...
10
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, ...
4
votes
1answer
190 views
Best personal finance software for Mac for German resident
I'm new to this site.
I'm currently looking for a personal finance software for Mac. This is however needs to support HBCI and a lot of German financial institute. An integration with tax report ...
4
votes
1answer
753 views
Investment Portfolio Analysis: Could you recommend software or a web application with these features?
I'm looking for software to track my various investments. I have brokerage accounts at TDAmeritrade, Interactive Brokers and ShareBuilder (now part of ING). I also have a 401K at ING. What I'd like ...
2
votes
4answers
967 views
Good iPad apps for business, financial, & market news & company/stock information?
I just bought myself a new Apple iPad. What apps exist for the iPad that can help somebody keep up-to-date on business, financial, and market news, including specific company or stock information?
2
votes
2answers
2k views
What are some good iPad financial apps for budgeting / tracking spending?
I am looking into to buy an iPad and I would like to know what are the good apps for budgeting and tracking spending. iPhone integration would be a big plus!
8
votes
4answers
1k views
Is Mint.com an adequate substitute for Microsoft Money? How does it compare?
I've been looking for alternatives to MSMoney since Microsoft announced they were discontinuing the product line, and came across Mint.com, which looks promising.
Are any of you using it? Is it a ...
11
votes
4answers
765 views
What are some good, easy to use personal finance software? [UK]
I've looked at various personal finance management software, but all seem far too complex / over the top.
I've tried Microsoft Money, that was too heavy.
Also tried GNUCash (free open source) and ...
4
votes
1answer
211 views
Any good replacements for Microsoft Money that will work well for the U.K.?
I use MS-Money to track my account and investments, as Microsoft is just about to kill MS-Money, what are the good replacements?
I need a product that can cope with the fact I live in the UK.
5
votes
4answers
605 views
What financial management software (personal, business, tax) is for Mac OS X?
What financial software written for the Mac is good? I need personal (like Quicken), business (simple bookkeeping) and tax software.
10
votes
5answers
2k views
What's a good tool for forecasting cash flow? [closed]
I track my spending in Buddi, but it doesn't help me forecast my imminent cash needs, e.g. to pay off bills. Is there a good software application that lets me do this? It would have to have at least ...
42
votes
18answers
17k views
What can I replace Microsoft Money with, now that MS has abandoned it?
I use Microsoft Money 2003 to manage household finances. Yes, it's old, but it gets the job done. I didn't upgrade to later versions since there was no compelling reason to do so.
However, Microsoft ...
