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18 views

Excel - editing a master tempate

I am encountering a roadblock when I try to edit a blank financial template in Excel. There are specific, highlighted cells in the template which, in theory, should change other cells that are ...
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1answer
76 views

How to include the second in Outlook “received” time? (hh:mm:ss)

In Outlook, the timestamp of the "received" column in Inbox View is rounded to the minute. This is annoying, since we need to know the second. And the correct minute number. In the options, one can ...
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0answers
18 views

What do category types mean in quicken?

When I create a category in quicken 2014 I can chose the type of the category. I can choose between fixed, variable and without assignment (ohne Zuordnung in german) as you can see in the picture ...
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1answer
93 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 ...
0
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1answer
167 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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0answers
105 views

What kind of software would I use for tracking/managing dues payments?

I'm a member of a small-but-not-too-small organization, in which members pay monthly dues. At the moment, our treasurer uses a simple Excel spreadsheet with no automation for tracking dues, with some ...
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1answer
128 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
128 views

Localize finance app

The options of the finance app in Windows 8 seem to determine the index shown on the main page and the timezone used to display the last refresh time on the live tiles of the watchlist. In the options ...
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0answers
68 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
1k 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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vote
1answer
125 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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votes
2answers
99 views

personal finance manager that lets you specify sales tax for each item purchased? [closed]

Is there a personal finance manager that, in split transactions, has a separate column for the sales tax allocable to each item? I don't have that in Microsoft Money, and from what I understand, ...
0
votes
1answer
182 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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votes
2answers
628 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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vote
4answers
559 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
529 views

Personal Finance / Money management software for Mac OS

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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votes
3answers
242 views

Advice on POS or Accounting software [closed]

I am looking for advice on software to be used in a very small business for very basic accounting or POS. I need the ability for employees to process guests, and orders at a bar or restaurant, and to ...
1
vote
1answer
91 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.
0
votes
1answer
244 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
56 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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vote
1answer
319 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 ...
2
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0answers
55 views

Quickbooks 2009 2010

I have configured my bank account within quickbooks to import bank statements. I have wxported the bank statement. Then used the convert process available within QB to convert. The file name shows ...
2
votes
1answer
1k views

Looking for Open Source, locally-hosted, web-based personal finance or spreadsheet software [closed]

I'm looking for a web-based personal finance management solution, but one that I can host locally, so not something like Mint.com or the like. I'd even be willing to look at a web-hosted spreadsheet ...
2
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1answer
138 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?
3
votes
1answer
421 views

What are the alternatives to Quickbooks?

Quickbooks is very complex and not very user friendly, is there any other online accountancy programs that you know that would also take care of creating tax papers to be sent out ? For small ...
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votes
3answers
297 views

Free personal finance software

I'm looking for a linux replacement for Quicken - but I really don't need all the bells and wistles. Effectively what I'm looking must be able to: handle multiple accounts (savings, checking, credit ...
0
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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
vote
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 ...
2
votes
3answers
1k 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
votes
3answers
13k 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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votes
2answers
926 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
198 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 ...
2
votes
2answers
256 views

linux small business finance software

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 ...
1
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3answers
2k 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
89 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
votes
1answer
495 views

Repeat Invoice In QuickBooks

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