Questions tagged [finance]

Use this question when seeking recommendations for financial software.

61 questions with no upvoted or accepted answers
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10
votes
0answers
138 views

Personal finances management calendar

I am looking for an application (open source is strongly preferred) that lets me manage my finances in a calendar-like manner. The difference to a normal calendar is that it should explicitly support ...
8
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0answers
129 views

Money Management

Due to poor management skills, I often find myself questioning "where'd I spend all that money?". I have trialled apps like Pocketbook, MoneyManager, MyBudgetBookPro and other apps, but find it very ...
7
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0answers
70 views

Are there any good apps that do financial budgeting by the week instead of by the month?

All of the applications I have found that are worth using only let you budget by the month. I would like an application that lets you budget by the week as well as do future planning by the week. I ...
7
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0answers
137 views

Double entry book keeping for hardcore personal finance

I'm looking for some experienced feedback with double entry book keeping software that can be tuned for personal finances. I'm not sure if I'm a rare breed, but I like to know my worth at all times ...
6
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0answers
33 views

Stock market simulator with time compression

I'm looking for a stock market simulator which is not real time. I want to be able to, for instance, go back to April 2005 and paper trade on the market as it looked back then (assuming the data is ...
5
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0answers
189 views

Personal finance application for Mac/iOS

I'm looking for a personal finance application. I've tried Squirrel and MoneyWiz, and they both have features I want, as well as flaws that make them nearly unusable for me. What I absolutely need (...
5
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0answers
48 views

Time-aware tool or website for currency conversion

I would like to know, say, what 1$ on January 1st, 2010 is worth in today's €. I'm no economist, but that probably means: Applying "the" $-€ conversion rate that was in place on that day, obtaining ...
5
votes
1answer
181 views

Budget planning and maintenance

I'm looking for a software that can be used to keep track of a budget for a company. It should enable users to read and/or edit the budget. And if possible, it should support audit trial. The main ...
4
votes
0answers
37 views

Software for performing what-if scenario on cash flow

Is there any recommended software to simulate a what-if scenario for personal cash flow? I tried to use Excel for simple scenarios but my scenarios quickly become unmanageable. Below is an example of ...
4
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0answers
164 views

Billing and Invoicing Software For Multiple Devices While Offline

I am in need of invoicing software that can be used on Windows PC's and on and iPad. It needs to be able to do the following: Maintain a list of customers Maintain a list of items Create quotes & ...
3
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0answers
45 views

Receipt tracking with purchase breakdown

I'm looking for an iOS app or a web app that will let me scan a receipt and breakdown the purchases on the receipt so I can put each purchase into a category. I run my own small nonprofit and ...
3
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0answers
44 views

Business plan/finance planning tool for freelance work

I am looking for a software tool that makes my life easier when it comes to planning finances for a freelance business. I need to: keep track of daily, monthly and yearly expenses, such as cost of ...
2
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0answers
57 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 ...
2
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0answers
22 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 ...
2
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0answers
35 views

A simple open-source offline bill management system

I want a system to manage the bills I receive at home (water, electricity, etc). I've tried several personal finance management (like GNUCash) but they're a bit too complicated, with all the double-...
2
votes
0answers
249 views

Personal medical expense manager

Does anyone have any recommendations on software to use to track medical expenses? I’m using Windows, but I would prefer a Web app. Ideally I would like to be able to enter a bill logging the Dr, ...
2
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0answers
32 views

Amazon price target app for Android

Looking for an Android app that will tell me when select products are available on Amazon for user-defined prices. I would think there would be dozens of such apps, but I have yet to find a good one. ...
2
votes
0answers
75 views

What tool can I use to manage my budget, transactions and bills?

I would like a software that allow me to record my expenses and incomes for different accounts. There must be categories of expenses and incomes, as well a sub(-sub(-sub(...)))categories. I would ...
2
votes
0answers
96 views

Forex trading platform with backtesting for non-Windows?

There is Metatrader platform, but it's for Windows only. I'm aware that I could emulate MT4/5 under Wine and I've tried many times, but it simply doesn't work as normal (most of the time it crashes ...
2
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0answers
46 views

Timesheets program with QuickBooks or eBillity integration

Our company uses QuickBooks for finance, billing and time tracking. They use the eBillity program for back end integration with QuickBooks. That means workers like me have to use it too even though we ...
2
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0answers
144 views

mac os alternative for Linux/KDE Skrooge budgeting app

I've been using KDE Skrooge budgeting app for a few years but now I switched to mac os. I'm looking for app similar to Skrooge and I'd like it to be / have: open source (not that important) desktop ...
2
votes
1answer
459 views

Open Source Software for Community Credit Union

I'm looking for a piece of open source software to help run a small community credit union (400-1,000 members). It will be able to handle payments, banking and ledger systems. It's a long shot, but ...
1
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0answers
9 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 ...
1
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0answers
18 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 ...
1
vote
2answers
87 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 ...
1
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0answers
10 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 ...
1
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0answers
20 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 ...
1
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0answers
31 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 ...
1
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0answers
32 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 ...
1
vote
0answers
25 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 ...
1
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0answers
25 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 ...
1
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0answers
16 views

IPhone software that would allow me to track expenses with my wife

I'm looking for recommendations for an app that my wife and me can both use to both track our household expenses. Ideally it'd allow you to create a budget with different types of expense which you ...
1
vote
0answers
611 views

Best API for ISIN to name and vice versa

What is best API to lookup securities by ISINs (International Securities Identification Number) or name? In other words, ideally I would like to have an rest-api like this: http://api.isinlookup.org/...
1
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0answers
15 views

Paper Trading App with API compatibility

I'm looking for a free app that will allow me to paper trade. TD Ameritrade, ETrader, and a few others have apps that allow you to do this if you open an account with them. However, I am also hoping ...
1
vote
0answers
42 views

What software/toolkit should I use to manage/plan out a year-long trip across multiple countries?

In a few years I plan on traveling, pretty much all around the world. This is going to cost a good deal of money and be very complex, so I'm going to begin planning now. What software/toolkit is the ...
1
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0answers
30 views

iPhone app for grocery shopping with inventory control and tracking of past prices paid

I'm an iPhone user (thus, iOS only recommendations, please!), looking for an app to aid me in grocery shopping. I'm looking to optimize my grocery spending and I've identified some issues with the way ...
1
vote
0answers
18 views

Budgeting app that automatically monitors credit card account

It seems like there are many Android apps for personal finance/budgeting, but all the ones I've seen require to manually enter every transaction into your phone. Is there an app that will access the ...
1
vote
0answers
34 views

Free NoSQL database with arbitrary precision number field type and aggregation function

I stumbled upon an issue using MongoDB. I cannot save data with arbitrary precision and use aggregation as I intend it to do. I use price amounts and exchange rate fields. MongoDB (documentation) ...
1
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0answers
45 views

Web money manager for Linux

Does anyone know a good self-hosted (Web GUI) money manager / financial tracking program for Linux? WordPress plugin, PHP project, etc. Something similar to Buxfer, which is great, except it is ...
1
vote
0answers
167 views

Stand Alone Accounting Systems vs ERP with Finance Module

We are replacing our finance package which is currently tied into our name brand CRM. It isn't meeting our needs is the short of it. We want to use a SaaS solution. Right now Netsuite for example is ...
1
vote
0answers
411 views

Java ACH Payment File Libraries

I am working on a project (in Java) that requires NACHA/ACH files generation. I would assume something used so widely would have lots of libraries out there but surprisingly I cannot find any. Does ...
1
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0answers
31 views

Enterprise workflow management app with complex activity dependencies

In our company, we need to streamline month end close process which consists of many activities. Each activity can have multiple successors and predecessors (n:n relationship). Activities can be ...
1
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0answers
109 views

Stock chart widget

I'd like a widget that can display the graph of recent prices (say over the past week) for a stock. It should be: Free (and no in-app purchases for essential functionality) Not show ads in the widget ...
1
vote
0answers
21 views

Portfolio tracker like PersonalCapital.com with history

I am looking for a portfolio tracker which can link to my brokerage account and download transactions including all available historical transactions. I looked at MorningStar, unfortunately, I ...
1
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0answers
42 views

Advertisement management software for a newspaper organization

I'm really looking hard for a reliable software to manage newspaper advertisements together with finance & circulation modules. Does anyone know any good softwares for newspapers to manage ...
1
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0answers
41 views

Financial software that calculates total return?

Does anyone know of a service/software (osx) that can do the following? Create portfolio from various sources (stocks, mutual funds etc) Show the total return of the portfolio including capital gains ...
0
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0answers
4 views

What financial data api can provide sector composition of an ETF?

I currently trying to get analyze ETFs using some api, such as Quandl and Alpha Vantage. However, they do not seem to provide sector exposure of each ETF when I try to load the data into panda ...
0
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0answers
10 views

Which open-source personal finance software to automatically assign expenses to accounts?

1) What I want to do: I'd like to create "virtual subaccounts" for my debit account to keep track of expenses. E.g: debit account --> groceries Regular "virtual payment" to groceries every month ...
0
votes
0answers
28 views

Is there any C++ package for implementing DCC-GARCH model?

I'm studying the predictive models of multivariate variance, in particular the Dynamic conditional correlation model (DCC). So far I have analyzed and developed the problem using the rmgarch package ...
0
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0answers
6 views

Tax-Return USA software that's free

I'm looking for software that's free to help me do tax returns in USA for personal use.