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personal finance software with good modelling options?

post #1 of 5
4/21/10 at 12:47am
Thread Starter 
Is there any personal finance software that provides decent modelling without me having to spend lots of time in excel? I'd like to be able to do things like: -invest X at the end of every month at Y monthly rate of return for Z years -specify the mix of stocks and bonds in my portfolio -have the mix change over time the closer I get to retirement -once a year, increase the X invested on a monthly basis by a certain % on the assumption of salary increases -deals with inflation -factor in real estate and mortgage for a total net worth over time -makes it easy to run different models -and obviously it should do all the regular stuff like parse my bank statements and deal with standard budgeting stuff. -track my actual portfolio (it should deal with multiple currencies well) I haven't looked at this type of software in a while so I'm aware of quicken and money, but without wasting tons of time with each of them I'm not sure how they compare and if there are other better options out there... Thanks. edit: ok apparently MS doesn't even make Money anymore... Is quicken really the only choice these days? =/
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post #2 of 5
4/21/10 at 1:06pm
yeah, excel. learn to use it. it is very very powerful.

i'm not being sarcastic. you can do badass stuff in excel if you learn to use it.
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post #3 of 5
4/22/10 at 1:47pm
Quote:
Originally Posted by GQgeek View Post
edit: ok apparently MS doesn't even make Money anymore... Is quicken really the only choice these days? =/

Probably not what you're looking for, but there's Moneydance. You can write extensions for it in Java or Python (Jython?).
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post #4 of 5
4/22/10 at 1:53pm
Quote:
Originally Posted by archetypal_yuppie View Post
yeah, excel. learn to use it. it is very very powerful.

i'm not being sarcastic. you can do badass stuff in excel if you learn to use it.


I second this. Invest some time watching this youtube channel.

Excel Youtube Channel
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post #5 of 5
4/22/10 at 9:22pm
Excel and a financial calculator (when away from the computer) have served me well for years.
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