Grex Finance Conference
Item 5: Investment Software
Entered by jon on Mon Oct 18 16:34:18 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.
You have several choices: