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| Author |
Message |
jon
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Investment Software
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Oct 18 16:34 UTC 1993 |
There is a program called pfroi that can be used to track investment
income. I recommend it if you have several mutual funds or stocks
or trade a lot and are not using something like Quicken.
PFROI24.ZIP by ftp from 141.210.10.117 in pub/msdos/finance
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| 4 responses total. |
peg
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response 1 of 4:
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May 4 02:22 UTC 1994 |
I use Quicken, but haven't figured out how to use it together with
Macintax at tax time. Anyone do that?
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srw
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response 2 of 4:
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May 4 06:10 UTC 1994 |
I did for the first time this year. I spent a lot of time changing the way
I entered some things in Quicken, because I didn't understand what
I needed to do to get it to import into MacInTax correctly.
Now that that hurdle is out of the way, it ought to be a lot easier next
year. I upgraded my Quicken to Quicken 4 which tracks investments
(the old Quicken 3 did not). I haven't tried to use it for that yet.
I've got all my historical data in a spreadsheet/database file,
and I'm too lazy to move it. One day I'll play with it, though.
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peg
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response 3 of 4:
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May 6 04:13 UTC 1994 |
I've got the investment tracking down, except I've found a glitch in
one of the graphing functions I haven't asked about yet...so what
did you
do to change the way you entered things? read the book? aarrrgh..
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srw
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response 4 of 4:
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May 6 05:59 UTC 1994 |
Well I was using classes to distinguish things that had to go to different
line #'s, rather than to different copies. This is bad. You have to
use a different category to get data to go to a different line #.
So I had about a year's worth of data to "clean up" by restructuring
the categories used.
I had to create subcatogries for Estimated Tax, Withheld tax, etc. and
then use them. It was boring, but it's done and set up for next year now.
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