Questions tagged [finance]

Use this question when seeking recommendations for financial software.

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19
votes
1answer
657 views

Which version of TurboTax do I need for a small home-based sales business?

As an American citizen, I've done my own taxes for the last few years. Years ago I used TurboTax, but stopped when I realized it was just as easy to fill in the IRS forms myself. (Year over year ...
14
votes
2answers
262 views

Open source accountancy programs?

Are there any good open source accountancy programs a startup could use? Double-entry accountancy is required by law in many countries (including mine), so it is a must. The platform should be either ...
14
votes
3answers
244 views

Gratis personal finance manager

I need a personal finance manager (in terms of "budget manager"). I don't need any future predictions or taxes calculations, simply a wallet like application with reports and charts. I need to create ...
10
votes
1answer
349 views

Personal finance application

I have to manage my (& my families) personal finance situation. This includes expected income, expected payments, savings, loans etc. I don't need some full fledged financing application like ...
10
votes
0answers
150 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 ...
9
votes
2answers
2k views

Receipt OCR & Personal Finance Management app for Android?

Is there and app (preferably for Android or Linux) that would support receipt OCR, so I could just take photos of receipts after shopping? (preferably with option to collaborate with other people, ...
8
votes
2answers
254 views

Lightweight home bookkeeping / spending accounting service

Please, recommend a good service to account daily spendings. It should be very easy to add spendings on the move -- via a native Android app or a responsive webapp. It would be great if this service ...
8
votes
0answers
136 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
votes
1answer
96 views

In search of an accounting/sales software

my wife just started her own business of petsitting at home, and as she's getting more and more clients and needs to produce official reports, I am starting to look into a piece of software that can ...
7
votes
0answers
71 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
votes
0answers
141 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
votes
2answers
6k views

Is there any basic MICR stock check printing software without any frills or gimmicks?

I am looking for a basic piece of software that does ONE job and as little else as possible. I have completely blank generic brand check stock that needs to have the MICR code line and other basic ...
6
votes
2answers
850 views

Scan a receipt and recognize text/numeric data on it

I'm looking for a software that can scan a receipt to retrieve data of total price, product's name and price, receipt date and receipt number. Some important criteria: The software can be created as ...
6
votes
0answers
43 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
votes
3answers
192 views

Invoicing and accounting software?

I'm doing some work for a client of mine (upgrading systems, etc.), and they've asked me to simplify their billing process. It's a trucking dispatch company if that helps out. Here's the process now: ...
5
votes
2answers
3k views

Java chart libraries suitable for realtime stock charts?

I'm in the planning process for a java based application that is used for live streaming/trading of stock/forex etc. charts. However I am not sure which charting library is the right one for the job. ...
5
votes
1answer
82 views

App to practice investing money?

I'm looking for some sort of practice software or game where I would be given some (fictional) money and I would use that money to invest in shares or stocks or something and see how much money I ...
5
votes
1answer
37 views

Aggregating financial data for personal use

I really like the functionality Mint.com offers with aggregating data from different financial sources into one place. However, the service itself is extremely lacking and I'm curious to know if there ...
5
votes
0answers
190 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
votes
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
187 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
1answer
164 views

Desktop software to manage my finances with virtual accounts

I'm looking for a desktop program that I could manage my finances with. So far I've been using a homebrew Excel spreadsheet that served me well, but now I want things that I haven't implemented, and I'...
4
votes
1answer
98 views

Personal finance software for Windows, possibly Android

I am currently not using personal finance software but I think I should be. I usually do my own taxes through TurboTax. I saw that Amazon was bundling Quicken with Turbotax, but the newest and more ...
4
votes
2answers
90 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 ...
4
votes
2answers
107 views

Best software for family finance

I'm asking for family finance intentionally, as opposed to personal finance. Here's my use case. I have two small children, and I have opened (virtual) accounts for both of them. What I do is I set ...
4
votes
1answer
86 views

Personal finance software with automatic categorisation

I am looking for personal finance software. I need to import bank statements (either by HBCI or .CSV), and then have the software categorise the transactions and produce reports (spending by time ...
4
votes
1answer
56 views

Online stock portfolio charts

There are a lot of sites I can go to and get a chart of any stock such as finance.google.com, finance.yahoo.com, and others. But I want to get a chart of how a portfolio consisting of multiple stocks ...
4
votes
0answers
46 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 ...
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
votes
0answers
165 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
votes
1answer
3k views

Open source Android currency converter

I want to convert money values from a currency to another, for instance EUR to USD. Requirements: Run on Android Open source (imperative) Usable offline (exchange rates get updated from time to time,...
3
votes
1answer
172 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 ...
3
votes
1answer
533 views

Envelope Budgeting on Linux

Back in my Windows days, I used and liked You Need a Budget (YNAB), which uses envelope based budgeting. Unfortunately, because it's based on Adobe Air, it doesn't run in Linux, which is now my only ...
3
votes
0answers
45 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
votes
2answers
109 views

Personal accounting solution available for India

I need a personal accounting software, preferably in Linux or cloud based. I need it to be simple to use. So, I need a GUI interface. I should be able to input all transactions manually. I should be ...
2
votes
1answer
68 views

Personnal finance webapp

I'm looking for a personnal finance manager webapp, open source, and with the following features : multiple account management reconcile categories handling The main purpose is to host this webapp ...
2
votes
1answer
57 views

Personal accounting software that supports both split and joint accounts well? (Also, forecasts.)

I've been using Mint for a little while, and I like it enough that I want to convince my wife to jump on board. From what I've seen, though, there's no good way to have keep track of accounts where ...
2
votes
0answers
24 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
votes
0answers
37 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
671 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/...
2
votes
0answers
252 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
votes
0answers
33 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
102 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
votes
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
votes
0answers
154 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
492 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
vote
2answers
36 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 ...
1
vote
1answer
24 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 ...
1
vote
1answer
53 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,...