![]() ![]() Compatible with Excel for Windows and Excel for Mac 20. ![]() Transactions for buys, sells and distributions are fully accounted for in both the current valuation and performance calculations. The financial investment portfolio is treated as a liquid and moving basket of investments. Rollover option to reset the model for a new reporting period and storage of historical transactions. The key features of the Excel portfolio tracking template include: Ease and flexibility of product and transaction input, with embedded help prompts Accurate handling of distributions, investments, and divestment to calculate returns. Roll over of the model and archiving of transactions make this model ideal for monitoring your portfolio on an ongoing basis. However, even that had some issues, of which one was insurmountable at the time: transfers between accounts were imported twice. One app which almost made the grade was Moneyspire. ![]() Furthermore, incremental investment transactions undertaken during a period are fully accounted for in the period's performance calculations. Moneyspire is a good personal financial software application for making a home budget and analyzing where you spend your money. Fixing the import from MS Money to Moneyspire 5 years ago Waaaay back when, in early 2017, I published a small series (one, two) on replacements for Microsoft Money. PCWin free download center makes no representations as to the content of Moneyspire for Windows version/build 2017.17.0.4 is accurate, complete. There are inherent dangers in the use of any software available for download on the Internet. The model allows the entering of investment transactions during a reporting period to calculate performance. PCWin Note: Moneyspire for Windows 2017.17.0.4 download version indexed from servers all over the world. The Excel Portfolio Tracking template enables the ongoing monitoring and periodic valuation of a portfolio of financial investments. ![]()
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