Grex Finance Conference

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Grex Finance Item 5: Investment Software
Entered by jon on Mon Oct 18 16:34:18 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

4 responses total.

#1 of 4 by peg on Wed May 4 02:22:52 1994:

I use Quicken, but haven't figured out how to use it together with
Macintax at tax time.  Anyone do that?

#2 of 4 by srw on Wed May 4 06:10:12 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.

#3 of 4 by peg on Fri May 6 04:13:13 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..

#4 of 4 by srw on Fri May 6 05:59:33 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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