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Lurker reaching out

1K views 3 replies 4 participants last post by  MrMatt 
#1 ·
Currently 62
Wife 61
Hoping to retire summer 2022

What is the best recommendation for budgeting/ investment tracking software?

Thanks I advance

Monte
 
#2 ·
There are probably a bunch of online apps these days, but I have been with Quicken from the days of MS-DOS. My current version is Quicken 99, which was prior to the concept of software as a service that the vendor expects you to pay for each year. It allows for bank accounts, investment accounts, multiple currencies, user defined expense tracking categories.

The only thing I cannot make Quicken do elegantly is keep track of asset allocation; for that I have an excel spreadsheet. Once my working days are done it will be ported to a freeware Open Office spreadsheet program.
 
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