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personal finance software with good modelling options?

Discussion in 'General Chat' started by GQgeek, Apr 21, 2010.

  1. GQgeek

    GQgeek Senior member

    Messages:
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    Joined:
    Mar 4, 2002
    Location:
    Canuckistan
    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? =/
     
  2. archetypal_yuppie

    archetypal_yuppie Senior member

    Messages:
    2,877
    Joined:
    Jan 9, 2010
    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.
     
  3. bbaquiran

    bbaquiran Senior member

    Messages:
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    Joined:
    Dec 3, 2007
    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?).
     
  4. RedScarf7

    RedScarf7 Senior member

    Messages:
    489
    Joined:
    Aug 12, 2008
    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
     
  5. Mr T

    Mr T Senior member

    Messages:
    924
    Joined:
    Aug 21, 2007
    Location:
    Yonder
    Excel and a financial calculator (when away from the computer) have served me well for years.
     

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