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+--- Thread: looking 4 excel templates that track personal finances (/showthread.php?tid=100115)
looking 4 excel templates that track personal finances - robfilms - 07-12-2010
with the 2nd quarter completed (june 30th) we are now getting in our mutual fund financial statements which we then use to tweak our holdings. we do this exercise 4 times a years and have been doing it for years.
we always do it by hand. it is a pain.
we have looked at websites, mint.com & others but never liked the idea of handing over our security codes to the clouds.
i am now looking 4 excel templates that track personal finances.
anyone use, or know of, an easy to use template that when we insert our numbers will produce usable data such as quartly results, ytd results, year to year comparisons along with the obvious need to add up the various assets?
thanks in advance to those who share.
be well
rob
Re: looking 4 excel templates that track personal finances - davester - 07-12-2010
I've always found that using Excel for personal finance is like using a round peg for a square hole. A spreadsheet metaphor just doesn't work very well. I suggest you try moneydance instead. It's cheap, fairly intuitive, has a free trial, and should do everything you want.
Re: looking 4 excel templates that track personal finances - Fritz - 07-12-2010
http://bucks.blogs.nytimes.com/2010/07/06/should-you-trust-mint-com/?scp=1&sq=mint.com&st=cse
I'm not with them, but FYI.
The VCs backing mint are no fools.
Don't the individual MFs have their own P/L on line?
I've built sheets like this for trading, but for the few MFs I still carry, I read their info and the Quarterly NY Times section (just this past weekend) and go from there.
I also refer you to these sites.
http://www.fundalarm.com/
http://www.maxfunds.com/home.php
Quicken (yea it sucks) will do these functions as well.