Questions tagged [finance]
Use this question when seeking recommendations for financial software.
115
questions
0
votes
0
answers
4
views
Customer Credit Applications For Invoicing Terms In NetSuite
We currently have a (manual) method for customers to switch from prepaid to invoicing terms. It involves scoring them based on provided data, our research, and prior purchase history. This score then ...
0
votes
0
answers
10
views
Payments app with scheduled tasks and outstanding payments
I am looking for an app that would allow you to organize payments, carried out with either cash or through interac, to a variety of people or institutions (hereby referred to as payees).
Suppose you ...
0
votes
1
answer
44
views
Excel problem: protect sensible data of users and protect my formulas
I have an Excel-file with multiple sheets. The goal of the file is to provide self-employed persons a calculation beforehand of what their costs are (taxes and other cost items) based on their ...
0
votes
0
answers
9
views
Diary with expenses experiences and tasks learned
I am looking for an agenda/diary app, where, for each day, each entry, is one of the following:
an expense (listing, what the expense was and were it was carried out, or, to whom it was made out, and,...
1
vote
0
answers
17
views
On-Prem Securities Investment Tracking of "tax lots" (accounting, stocks, LIFO, bitcoin)
Are there any programs for Linux Desktop that can track purchases of securities and/or cryptocurrencies and group them into lots?
I want to track purchases and sales of securities using "tax lots&...
0
votes
0
answers
20
views
App to tell me where my money is going
I would like to understand my finances better. I could just knock up an Excel sheet, but wonder if there is an app to help me.
I would prefer something easy to use, so that it doesn't become a chore ...
0
votes
1
answer
22
views
Envelope budgeting software that won't break the bank
I'm looking for a budgeting software with specific features. I tried out YNAB and it's perfect but too expensive.
Here's what I need:
Create budgets for multiple categories
Overview of how much money ...
0
votes
0
answers
36
views
Tax software that supports fully manual form entry, e-filing and does not require my own EFIN
Last year, I used Turbotax and was forced to file an incorrect tax return because after correcting a mistake that Turbotax made using manual forms mode, Turbotax declined to let me e-file because it ...
- 211
0
votes
2
answers
357
views
Open-Source Investment "Management" Portfolio Tracker (Linux Desktop)
Are there any open-source Portfolio Tracker software for the Linux Desktop?
I'm looking into doing foreign exchange trading (forex). More specifically, I'd like to trade cryptocurrency pairs like ...
0
votes
3
answers
338
views
Software to input all monthly expenses from my bank (csv) and automatic categorizing expenses
I don't know how I'm spending my money and my bank doesn't help because it doesn't categorize the expenses. I'd like to have my expenses somehow grouped in some software that can classify ...
- 161
0
votes
1
answer
37
views
Looking for an App/Software/Service to easily & collaboratively manage family expense with budgeting
With my initial internet searches, couldn't find any suitable app/service/software, Hence posting the query here.
Use-case: Looking for an software solution, To log, Categorically divide & manage, ...
- 101
0
votes
1
answer
16
views
FinOps :: what is the best cloud monitoring tool for costs?
Our infrastructure is on Azure and costs are spiking mainly driven by Azure SQL Database and App Services.
I know there are a lot of monitoring tool that could help me out with database monitoring (...
0
votes
1
answer
77
views
FOSS Double-Entry Accounting Software with import/export to open financial file formats (bookkeeping)
Are there any open-source accounting software projects whoose software has native support to both import and export to common, open, standard financial file formats?
Popular open financial file ...
- 196
4
votes
0
answers
27
views
iOS app to track (not buy or sell) stocks, that can send me price alerts
I'm looking for an iOS app that can track the value of my stocks. It should do the following:
show the (time, value) plot of each stock in real time
alert me if the price of a stocks exceed some ...
- 223
0
votes
1
answer
41
views
API for Commodities Stock markets
I would like to have a clear picture about lithium investments all over the World.
I like this website where I can see all companies related to lithium on the Australian Market.
The website also ...
1
vote
0
answers
23
views
FOSS, Gratis, at-least-web-browser-operated, well-attested, generally considered as secured (and desirably standard) stock trading/investment program
FOSS, gratis, at-least-web-browser-operated (but may also be natively-operated), well-attested, generally considered as secured (and desirably standard) stock trading/investment program.
The program ...
0
votes
2
answers
28
views
Show me the value of all my US *and* French bank/brokerage accounts
I am looking for a program or web-based service that can show me the value of all my different US and French bank/brokerage accounts, and give me the sum of it (e.g, "X USD").
No preference ...
- 38.1k
0
votes
1
answer
90
views
Investment analysis software
I'm looking for software for investment analysis. It should be able to calculate and visualize:
NPV
Net present value of an investment after 3, 5, 10 years
IRR
Internal rate of return
ROI
Return ...
- 167
0
votes
0
answers
31
views
App to earn Google Play store credits
There is an app in the Google Play store I would like to purchase that is not available elsewhere. Ethics and morals guide me in my decision not to give any money to Google. Similarly, I don't ...
- 6,716
2
votes
1
answer
51
views
Tracking taxable capital gains as a US taxpayer
In the United States, it is tedious to keep track of taxable capital gains in a given tax year when taking into account the wash sale rules. Is there any program or web-based service that can make the ...
- 38.1k
0
votes
1
answer
56
views
Finance app with cryptocurrency support?
Is there any app that allows track spending in cryptocurrencies, mostly BTC?
I do some trading and need to record my activity with following features:
transactions with special fields for crypto, ...
- 360
0
votes
0
answers
24
views
Tracking orders against prepaid account credit
I have customers with a regular order flow (order, quote, invoice + fulfilment). These orders all go through SAP.
I also have customers who prepay a lump sum as a credit balance and place orders ...
- 141
1
vote
0
answers
72
views
Automatically download statements from banks and utilities
Background: Going paperless is really popular and every bank and utility seems to want me to go paperless. My main gripe about doing so is that now I have to go out and download statements from 10 ...
- 371
1
vote
2
answers
39
views
Financial API that provides Options Chains?
Is there a Financial API (for use in software development with a programming language such as Java, Python, or .NET) that provides Options Chains?
I understand Yahoo had such an API and it was ...
- 221
1
vote
0
answers
23
views
AI/machine-learning based warning system for stock trading?
I'm looking for an AI/machine-learning based tool that will provide automated stock trading alerts.
Required features:
It should be easy to set up, requiring no more than a list of ticker symbols in ...
- 450
5
votes
2
answers
189
views
What budget / spending tracking app can my wife and I use?
I got married recently. Among many other exciting new things, this means that my wife and I are in the process of combining our finances. After talking about it, we've decided that we'd like to use an ...
- 101
1
vote
1
answer
17
views
Search for budgeting app / web service handling automated sync and multiple currencies
I went trough quite a few budgeting web services / phone apps with the features below and could only found one (PocketSmith), but it suddenly stopped syncing EU banks. It would be great to have any ...
- 111
0
votes
1
answer
74
views
Python packages for finance and accounting?
I would like to automate depreciation methods and SOX checks in my accounting process. Before I start hard coding the formulas, are there any python packages that I can use for finance/accounting to ...
0
votes
1
answer
59
views
Build a website to show a portfolio of python financial projects?
I have developed a portfolio trading strategy using python. I would like to develop a website to show the portfolio trading in real life. Movements in the stock exchange, individual stocks, ...
- 3
1
vote
1
answer
34
views
Software to enable Direct Connect with banks
There are many online personal finance programs that have a feature of directly connecting to a multitude of financial institutions to pull transactions into their programs.
They are clearly not all ...
- 121
0
votes
1
answer
21
views
Online-only checking accounts with bill pay and no overdrafting features?
What are some online-only, free checking accounts with bill pay and no overdrafting features, similar to Simple.com*?
*Simple.com unfortunately is removing bill pay in July 2019.
- 261
0
votes
1
answer
75
views
Mobile app for cryptocurrency trading with multiple exchanges via API
I am looking for a mobile app (Android and/or iOS) which would allow me to compare, trade currencies with multiple providers, and tracking my portfolio.
For example, I am aware of Binance mobile app, ...
- 3,037
1
vote
0
answers
33
views
Gratis personal finance manager with virtual account
Looking for a personal finance tool with the following must-haves:
Auto integration for cash accounts and investments.
Auto categorization of cash activity.
Virtual accounts/envelopes - as in the ...
- 11
0
votes
0
answers
23
views
APR profit calculator
I have Googled and see plenty of calculators for calculating loan/mortgage APR.
I am looking for the reverse - I want to specify an amount saved or invested, the current value and how many years it ...
1
vote
2
answers
44
views
What is the recommended software platform to develop web based financial calculators
We are looking for recommendations on the best open source software platforms to develop financial applications. The platform should be able to accurately & quickly calculate calculators such as ...
- 11
3
votes
1
answer
577
views
Mutual Fund API
I am looking for a free financial stock quote API that quotes historical information for Mutual Funds. Preferably JSON REST. I used to use Google, Yahoo but both are no longer available. All current ...
- 111
1
vote
2
answers
130
views
Loan portfolio tracking for a microfinancing company
I'm helping out a friend with his small start up. The gist of things is that we're a microfinancing company. We've got a lot of clients small clients and are having a not so great time keep track of ...
0
votes
1
answer
36
views
iPhone app to invest in UK mutual funds
Looking for an iOS app like the Fidelity or Wealthify ones that support buying and selling UK mutual funds. Fidelity only shows current invested mutual funds but doesn't allow to buy or sell.
...
1
vote
0
answers
15
views
Crowd funding type website : recommendations on financial software
I'm looking to create a website which has a similar concept to crowd funding where people can pledge money.
My aim is to have people pledge donations of very small amounts but when i get to a set ...
- 121
0
votes
1
answer
52
views
Personal Finance Manager
I am looking for an application to run on Android, to help track my income and expenses across several accounts - similar to MyUniverse or Mint.
Whilst both those applications do all as required, ...
- 109
1
vote
1
answer
66
views
Best personal information managing app
I am looking for an app
ability to write some to-do and categorise it
ability to write some general information like a paragraph of notes and categorise into different category like Opinion,...
- 13
1
vote
0
answers
34
views
Linux command line software to query cryptocurrencies prices
I need a command line program or API library in python to query prices in EUR, volume, difficulty, hashrate of most important cryptocurrencies like Bitcoin, Ripple, Litecoin, etc for implement it in a ...
- 111
0
votes
1
answer
40
views
Software to track finances
I'm setting up a small service business (2 permanent employees and 2-5 temps) aiming at computer and hardware purposes. We will have no goods input and overall only receipts for the customers.
Do you ...
- 115
2
votes
0
answers
29
views
Free/libre bookkeeping for freelancer in Germany
I’m looking for a bookkeeping solution for freelancers in Germany. The goal is to replace various spreadsheets.
It must be FLOSS.
It must run on GNU/Linux (can be a self-hosted web app or a desktop ...
- 7,830
1
vote
0
answers
40
views
A framework for financial modelling
I aim to improve my passive investment decisions. I'd like to have a system with 2 main components: (a) monitoring economic/financial data on the Internet and (b) econometric analysis of the data.
I ...
- 11
1
vote
0
answers
43
views
Replacement for Yahoo Finance API
With Yahoo removing access to their Finance API in early November, I'm looking for an alternative to get information on financial quotes.
My only requirements:
programmatic access (i.e. the service ...
- 111
1
vote
0
answers
27
views
Financial tracker with simple but uncommon features
For the last week, I've been trying to find an iOS financial app that satisfies my needs, but have come completely empty.
I have very few requirements for a financial tracker app (basically, they can ...
- 11
0
votes
2
answers
112
views
Simple expense/income tracking Android app
I want to know if such an app is already available on Play store or somewhere else for Android.
I have tried a few but they are really bloated with unnecessary options.
- 9
1
vote
0
answers
28
views
Calculate net salary given the gross salary in different countries
I'm looking for a program or web application that can calculate the net salary given the gross salary in different countries.
http://calculatenetsalary.com/ is decent but tax data is a bit old, many ...
- 38.1k
0
votes
3
answers
311
views
Application that can aggregate all my French bank accounts (i.e., Mint for French bank accounts)
I'm looking for a program or web application that can aggregate all of my French bank accounts. For my American bank accounts I use Mint, however Mint doesn't work for French bank accounts.
Any ...
- 38.1k