Best tool to see my entire financial picture?


D

DanielleOM

I am still here running Microsoft Money sunset. It no longer
automatically imports data from financial institutions.

Any recommendations for tools that do not require a lot of manual entry?

Should I convert to quicken?

It would be nice if I could get a quick picture of my credit union, TD
Ameritrade, and Hewitt administered 401K without a lot of manual entry.
I don't do a lot of trading, it would not be too difficult for me to
enter the number of shares if I could pull in stock price automatically.

Anyone know how to pull a stock price into an excel sheet?



Danielle
 
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R

Reed

I am still here running Microsoft Money sunset. It no longer
automatically imports data from financial institutions.

Any recommendations for tools that do not require a lot of manual entry?

Should I convert to quicken?

It would be nice if I could get a quick picture of my credit union, TD
Ameritrade, and Hewitt administered 401K without a lot of manual
entry. I don't do a lot of trading, it would not be too difficult for
me to enter the number of shares if I could pull in stock price
automatically.

Anyone know how to pull a stock price into an excel sheet?



Danielle
Have you looked at Yahoo Finance at
http://finance.yahoo.com/ ??

You create a portfolio under "My Portfolios", enter symbol and qty,
then it tracks prices daily. No personal info needed. Password
protected. I've used it for years for just a basic portfolio of 6
funds and 1 stock.
 
T

Tad Borek

Anyone know how to pull a stock price into an excel sheet?
Upgrade back to the old version of Excel, and use the msnstockquote()
function!

This NG seems as good a place as any to ask: has anyone recreated
something like that in Vbasic for newer versions of Excel?

-Tad
 
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B

Bill Woessner

I am still here running Microsoft Money sunset. It no longer
automatically imports data from financial institutions.
Any recommendations for tools that do not require a lot of manual entry?
Should I convert to quicken?
Probably. I don't think MS Money is going to be around for much longer. A copy of quicken lasts 3 years, so it's only about $12 per year. Or you could try Mint.com. It's free but doesn't have anywhere near the features that Quicken does.

--Bill
 

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