Personal Finance & Money Stack Exchange
Personal Finance & Money Stack Exchange

Questions tagged [software]

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

112 questions
51
votes
15 answers

What are the best software tools for personal finance?

What are the best software tools for personal finance? Please list what you like about the software you use.
Daniel Grillo
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39
votes
3 answers

In the USA, why is the Free File software only available for people earning less than $62k?

Free File is a software by the American IRS, which allows one to easily fill out their taxes as long as they earn less than $62k per year. Is there a particular reason for such a restriction? I assume that the government generally wants its citizens…
JonathanReez
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21
votes
2 answers

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 am a member of a two-income household - we're not…
Rune Jacobsen
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19
votes
2 answers

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 solution. Are there websites that supply…
Fixee
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17
votes
10 answers

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 need the advantages of double-entry.
Marcin
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15
votes
4 answers

How to delete multiple transactions at once in GnuCash?

How can I delete multiple transactions in a batch in GnuCash? My specific use-case is that I am treating each year as a standalone gnucash file. I start with a copy of the previous year and import the current year transactions into it in order to…
User
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15
votes
5 answers

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?
Olivier Lalonde
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14
votes
6 answers

Why use accounting software like Quickbooks instead of Excel spreadsheets?

Some friends and I are starting a small landscaping cooperative, and are thinking about how we will manage accounting. Places we've worked in the past have used Excel spreadsheets to manage all of their finances. However, a lot of the stuff I've…
J. Taylor
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13
votes
9 answers

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 are able to squeeze out more money than others, but…
BotNet
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12
votes
7 answers

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 register an online bank account within the…
Ash Machine
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12
votes
5 answers

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, given my desired portfolio (% in each class) and…
KeithB
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12
votes
2 answers

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 investment and credit card accounts in each currency. I…
Jim DeLaHunt
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11
votes
3 answers

How to account for months lapse in tracking finances

I have been tracking my finances with GnuCash since the beginning of this year. All was good until summer hit and I spent more than two months traveling, but I'd like to get back to it without the time it would take to categorize and reconcile ten…
Dean Brundage
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11
votes
3 answers

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 good software to allow me to track and predict…
StasM
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11
votes
6 answers

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, we've been feeling the need to know where our money…
malvim
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