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1answer
87 views

Tricky Excel Formula

Trying to build a screening tool in excel. I am using three different variables to produce a yes or no in the final cell. The first two variables are Assets and Tier 1 capital. These are simple ...
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1answer
14 views

Excel: Separate Currency Values from Rest of Line

I have the following conundrum, which I think will be helpful for a lot of people. I have been pulling down data from bank statements (yes, I could use Mint; no, I don't want to for various reasons), ...
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0answers
9 views

Is it possible to get values of inflation and fixed income rate investments through Yahoo! Finance?

I'm using Yahoo! Finance for one of my "money apps" and I'ld like to consult the monthly values of Brazil's CDI (a basic type of fix income investment) and that of Brazil's official inflation index, ...
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1answer
2k views

Is it possible to automatically add cells from a new sheet to a formula in Excel?

I would like to make a new financial spreadsheet for tracking expenses. Since the expense sheets are created as and when I cannot pre-generate a spreadsheet to populate with formulae. I have a summary ...
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1answer
398 views

Gnucash: How retained earnings in the balance sheet report are calculated?

I'm trying to figure out how Balance sheet report is calculated in Gnucash. I'm using Trading accounts and latest currency prices in the report. I understood all the figures in it except Retained ...
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1answer
916 views

Excel dates - how much of a period falls in a financial year

I have a quick question that probably seems obvious - maybe I'm conceptualising the problem in the wrong way, so thought I'd get some outside help. I need a way to determine how much of a given ...
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1answer
350 views

How to calculate the equivalent of RATE in Excel in R?

Given a repayment and the loan term, I'd like to be able to calculate the interest rate for a loan. In Excel, I can use the RATE function but I'm not sure what to use in R and googling is difficult ...
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0answers
109 views

Gnucash: credit card reports

On the Profit & Loss statement for Gnucash, it doesn't list the money that I've paid to my credit cards and loans. My credit card and student loans are set up as separate accounts under the head ...
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2answers
2k views

3rd party software for parsing (OCRing) receipts?

I need to organize a large number of scanned receipts. The receipts are scanned in PDF, and I need is software that will intelligently look at a document and parse out date, location / vendor, total ...
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1answer
127 views

Is there a native linux application that can interface with mint.com?

Is there a native Linux application that can interface with mint.com? I like the website, but I would also like to have that information stored locally so I can view it anytime, even if I am not ...
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1answer
214 views

Software to calculate average payments of the house

I want to calculate average payment of the house for every month, the average expense of each month. However, most of the fee is across months, they charge every 3 or 2 months. These are normal bills, ...
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2answers
2k views

Excel 2010, Consolidating Category Axis in Pie Chart

I am working on a very basic "home budget" spreadsheet, to quickly see: A) how much money is left after the bills are paid and B) what % of withdrawals are going to what categories of expenses. I ...
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2answers
698 views

Stock management tool or excel spreadsheet for managing stock

What is the best or recommended free/opensource tool for managing stocks and shares. It should include at least the following List of shares i have bough List of shares i have sold Total capital ...
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4answers
744 views

Tool for merging multiple OFX files into one?

OFX is an XML format for financial transaction history and many banks, including mine, provide the option to download your transaction data in this format. Unfortunately, they often force you to ...
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3answers
546 views

Personal Finance / Money management software for Mac OS [closed]

I recently moved from Windows to Mac Os X and I need a Personal Finance software. Main functionalities needed: track expenses and income, on credit cards, cash, current accounts report, classify, ...
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1answer
96 views

Human resources and payroll software

I was looking for a recommendation for HR and payroll software. I'm looking for something that is simple and works well.
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1answer
280 views

Do I use the FV function in Excel correctly?

My task: Create a table: Calculate what the revenues of e-trading will be after five years at 15 percent interest rate if we now have 15 000 EUR. Use the FV function from the Financial Group in ...
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0answers
57 views

My Quicken 401(K) account has changed to Checking. How do I fix this?

This is actually the second time this has happened to me, but I don't remember what I did last time (nor can I find the original forum post that helped then). I'm using Quicken Mac 2007. My 401(k) ...
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1answer
346 views

Excel price function not working despite adding the analysis tool pack

I am trying to price bonds using the Excel function, PRICE(..), but the intellisense doesn't come up. The help file says to install the analysis tool pack, but this doesn't resolve the problem. I have ...
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1answer
140 views

QuickBooks 2010 w/ iCal

Whenever I select item from "Memorized Transaction List" and then check box "Show in iCal", and then "OK", it won't remember that and nothing appears in iCal. Can someone help me with that?
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1answer
57 views

Client wants a Client Management System

I have a client of mine that wants a Client Management System. They want something web based, priced well (free would be amazing) where they can keep track of their clients information, when they've ...
1
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1answer
37 views

Quicken passworded file import in quickboks

I am trying to import some quicken files into quickbooks. The files have a password on them. Is there a way to do this import or get the password off the quicken file? I do have the password, I just ...
3
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3answers
2k views

Tracking currency portfolio

Google Finance only allows tracking a stock portfolio. Is there a service or a desktop program that allows tracking of different currencies with respect to a reference one, and get the current value ...
2
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3answers
17k views

Where does Quickbooks store its data?

I was given a HD that has gone bad and I need to rescue the data saved by Quickbooks. Where does Quickbooks save data by default?
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3answers
935 views

Importing statements into Quickbooks

How do I import the following statements into Quickbooks Pro? Bank of America American Express
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2answers
213 views

Microsoft Money 2005 - upgrade now or wait?

I'm using Microsoft Money Small Business 2005 for very simple bookkeeping. It works well enough for what I need. Since MSFT discontinued Money, should I look to upgrade now while other apps are still ...
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2answers
280 views

linux small business finance software [closed]

I'd like a financial management package that runs on linux. A web-based system would be ok, but it must be installable on my server. Is there anything out there? (Must be linux, but I'm willing to ...
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3answers
3k views

How can I use the Excel PMT function to calculate a mortgage payment?

The formula wizard asks for: Rate, NPER, PV, and FV. I have the following info: I guess the rate would be the annual interest rate (say 5.5%) divided by 12, or 0.48%. NPER is the number of ...
2
votes
3answers
97 views

Why Is it that Financial Institutions always lagging behind at Supporting new Browser?

I found that financial institutions are always a few rounds lagging behind when it comes to supporting new browser. A stellar example is QuickBooks, which doesn't support Google Chrome to access the ...
3
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1answer
501 views

Repeat Invoice In QuickBooks

Is there a way to repeat an invoice on a monthly basis for several customers in QuickBooks?