Questions tagged [tracking]

Keeping track of income and expenses. Not to be confused with keeping a budget.

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3answers
157 views

Security risk of using a budgeting app connected to bank accounts

I've been tracking my budget the old way for a few years now by using Excel spreadsheets that have my checking account ledger and monthly expenses broken down to categories. But I have noticed more ...
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2answers
7k views

How do credit card companies know what type of business I'm paying for?

Credits cards have many different ways of offering you points on types of goods or services you pay for. How do they know if I'm buying, say, food or gas? There are so many different different ...
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1answer
170 views

Building an index tracking portfolio

I want to track an index for my savings, but I wasn't able to find in my country (Argentina, if it matters) an Index Fund that's cheap, has a low tracking error and that I can expect won't be ...
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1answer
44 views

How do you track the partial sale of a stock lot?

I use an online tool that lets me enter stocks in lots, but it's not clear how to track when some of lot is sold? Does one just subtract shares out of the lots until they reach 0? Pros: Easier to ...
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2answers
245 views

Compare my variable portfolio performance with S&P 500?

The question may appear simple at first but I really cannot come up with a quick and easy way to compare my performance as a trader Vs S&P500. For the sake of simplicity, I am analyzing my ...
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1answer
172 views

GnuCash: expense tracking/amounts left under limits

So I've decided I want to try and rein in my spending a bit, and keep my money a little more under control, and while I know there are more simple expense tracking programs, I'm not one to use a ...
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4answers
8k views

Is keeping track of your money and having a budget the same thing?

I check my bank account every single day, just out of habit in case there's fraudulent activity. As a result, I always know generally how much I have in my accounts (i.e. if I have $140.25, I'll make ...
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0answers
473 views

How to keep track of daily expenses having two currencies?

I want to keep track of my daily expenses using a system as simple as possible. My current choice is to have a spreadsheet where I keep track of my budget: One page controls the monthly budget ...
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2answers
96 views

Are stock purchases on NASDAQ trackable to personal information?

Before iPhone7 launch, Apple CEO Tim Cook sold large amounts of his assets, (probably without telling the news). Are these transactions tied to personal information? What about private traders?
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3k views

Can shops use card payments to track/profile customers?

Can shops use payment information when you pay with a debit or credit card to track a customer's buying habits? In other words can a shopkeeper link different purchases at different times in his ...
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3answers
2k views

How can I compare my portfolio to others' portfolios?

There are a number of free online portfolio trackers that offer various features such as analyzing one's portfolio in terms of risk, making suggestions for individual assets, and so forth. It is ...
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2answers
57 views

viewing stock market transactions

What I would like to know how to keep on eye on things like sale of a certain stock?, who is buying what stock?, what stocks are certain people buying? Is it legal to have access to these sorts of ...
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1answer
493 views

Why an ETF mirrors the underlying index on a day to day basis but not on a long term basis

Some ETFS like NUGT,DUST say that they replicate the performance of the underlying index on a daily basis. My first question is, do all ETFS do this, or only some? Also, why does it say that "not ...
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1answer
485 views

Total gain of portfolio including sold stocks?

I have a self-managed portfolio with a few stocks in it, which I keep at Scottrade and track with a program called StockMarketEye. I've used a few other portfolio trackers as well, and they all seem ...
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1answer
182 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 ...
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1answer
2k views

How to use Mint.com outside US/Canada?

Is it possible to use the mint.com service outside US/Canada? If not (most probably), which similar services also work outside US/Canada? I'm currently using TheBirdy, but it doesn't directly data ...
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2answers
431 views

What are these fees attached to mutual fund FSEMX?

Could somebody please explain these fees attached to FSEMX? Annual Report Expense Ratio (net) Prospectus Net Expense Ratio Prospectus Gross Expense Ratio Finance.yahoo.com indicates that they are ...
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2answers
231 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 ...
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2answers
44k views

Does the IRS track every check deposited by me?

Is there a maximum amount limit on exceeding which the tracking starts? Or does each and every check deposited by me gets tracked by IRS for reconciliatory purposes?
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1answer
333 views

How to properly use a personal income/expense sheet for budgeting (or more)?

I am just beginning to set up a personal income/expense sheet on a daily basis. After a month, I have a bunch of raw data in it. Due to lack of experience, I am not sure how to use this record. Do ...
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2answers
1k views

Understanding differences between S&P500 index-tracking ETFs

I'm trying to understand the difference between S&P 500 trackers. Example: SPY IVV VOO They all have different prices (IVV being $1 more, on average than SPY, and VOO being about 50% of ...
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2answers
1k views

Tracking my spending, and incoming and outgoing (i.e cashflow)

I currently use AceMoney to track my spending, but, it gets a bit tedious. I like to track everything coming in, and going out. I'm self-employed, I have an "account" for every client, and another "...
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4answers
2k views

Possible replacement for Quicken

I have been using quicken to track my financial life for about 10 years now and am generally happy with it. A couple of years back Intuit changed the ability to download stock quotes for 2 years ...
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2answers
9k views

Can you recommend good Excel spreadsheet templates for tracking spending?

I did use Microsoft Money to track my spending couple of years ago, then I switched to paper and pen and then switch to online money sites such as Wesabe, but none of them really worked out. The ...