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Old 07-20-2013, 07:37 AM   #41
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Thanks for all the input on current tracking/budgeting software. If we do go the route of Quicken Deluxe, should we wait for 3 months to get the 2014 version?
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Old 07-20-2013, 09:16 AM   #42
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I haven't heard that the 2014 version will necessarily have any new features. However, if you plan to take advantage of data download (an excellent capability) know that generally it will only work until April of the year four years after the year which is the version for the copy of the software you have. For example, data download no longer works for Quicken 2010. If you buy Quicken 2013, data download will probably end April 2017.

I generally upgrade Quicken every two years, anyway.
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Old 07-20-2013, 09:24 AM   #43
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I guess it depends on how much in a hurry you are to get moving.
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Old 08-01-2013, 06:41 PM   #44
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Quick update. After reviewing all the suggestions, my wife has decided to use Excel (which she is familiar with) and there is apparently a template on her version of Excel on her PC. She will be handling all the input and I'm sooo grateful. Anyway, today August 1st, we start the tracking. Thanks for all the input.
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Old 08-02-2013, 03:23 PM   #45
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I have been a Quicken user since the mid-90s and love it (once I can get the darn thing installed). It is great for tracking expenses as long as you keep up and use categories properly.

For portfolio tracking though, I am now enamored with Google Docs Sheets, which has a fantastic function "GoogleFinance" that automagically updates stock and mutual fund prices. And I should mention I learned about that right here at e-r.org
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Old 08-03-2013, 04:20 AM   #46
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For portfolio tracking though, I am now enamored with Google Docs Sheets, which has a fantastic function "GoogleFinance" that automagically updates stock and mutual fund prices. And I should mention I learned about that right here at e-r.org
Could you please provide a link to that? I couldn't find anything specific that linked spreadsheets with the dedicated portfolio tracking in Google Finance.
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Old 08-03-2013, 05:52 AM   #47
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Could you please provide a link to that? I couldn't find anything specific that linked spreadsheets with the dedicated portfolio tracking in Google Finance.
Certainly! The only reason I started this is because I was on ChromeOS. Note that this is Google Sheets, part of Google Docs, not the website Google Finance.

The problem is they don't have a whole lot of documentation, but here'e some:

Docs Blog: Tips & Tricks: GoogleFinance in Google spreadsheets
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Old 08-03-2013, 06:26 AM   #48
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Thanks. Very interesting.

It seems like it is spreadsheet access to the columns that are available on Google Finance itself. However, I noticed it continues the pattern I found on Google Finance, with formulas like this being invalid:

=GoogleFinance("VIIIX", "high52")

I never understood why Google Finance wouldn't provide such information for funds. I could understanding not providing EPS or P/E, but why no beta? why no market cap?
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Old 08-03-2013, 06:36 AM   #49
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Thanks. Very interesting.

It seems like it is spreadsheet access to the columns that are available on Google Finance itself. However, I noticed it continues the pattern I found on Google Finance, with formulas like this being invalid:

=GoogleFinance("VIIIX", "high52")

I never understood why Google Finance wouldn't provide such information for funds. I could understanding not providing EPS or P/E, but why no beta? why no market cap?
Well, I never worked for Google but I did send a guy out there. All I care about is portfolio value
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Old 08-03-2013, 07:05 AM   #50
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I'm surprised there are so few touting Mint. I'm a die hard Excel user - I love to set up spreadsheets, generate graphs, project growth of accounts, calculate future taxation and spend down rates...

BUT adding every purchase, every income item etc manually would be beyond me.
Mint is a free service. It is very secure (it can only "read" accounts and cannot be used to "pay"). My account queries 4 bank accounts, 5 credit cards, and 7 investment/retirement accounts. Every transaction is downloaded into their database. Those data can easily be exported into an excel file if you so desire (so NO typing required!). I use the budget feature to project costs and try to stay within my preset limits. I admit that a Walmart purchase is categorized as "groceries" in the way I have it set up, but if you are so inclined purchases can be "split" into subcategories. At least 90% of my transactions are automatically categorized correctly. Re-categorizing mislabeled expenses is very easy when it occasionally needs doing. I know that quicken can do all these things, but this is free - I can access the program anywhere I have an internet connection to check a bank balance etc. all with a single logon and password.

I track it daily (did I mention I love data!). Over the last year I've noticed two unauthorized CC purchases so quickly that the credit card companies have been able to stop shipment before they left the store - I know that I would not be liable but I despise CC fraud so I got some satisfaction with that.
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