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Questions tagged [finance]

40 questions
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Where does Quickbooks store its data?

I was given a HD that has gone bad and I need to rescue the data saved by Quickbooks. Where does Quickbooks save data by default?
Ram Rachum
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2 answers

Repeat Invoice In QuickBooks

Is there a way to repeat an invoice on a monthly basis for several customers in QuickBooks?
stukelly
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3 answers

Tracking currency portfolio

Google Finance only allows tracking a stock portfolio. Is there a service or a desktop program that allows tracking of different currencies with respect to a reference one, and get the current value of the lot? I'm looking for two things:…
Stefano Borini
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1 answer

QuickBooks 2010 w/ iCal

Whenever I select item from "Memorized Transaction List" and then check box "Show in iCal", and then "OK", it won't remember that and nothing appears in iCal. Can someone help me with that?
alexus
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1 answer

Is it possible to automatically add cells from a new sheet to a formula in Excel?

I would like to make a new financial spreadsheet for tracking expenses. Since the expense sheets are created as and when I cannot pre-generate a spreadsheet to populate with formulae. I have a summary sheet which adds totals from the other sheets…
Tom Wilkinson
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2 answers

Excel 2010, Consolidating Category Axis in Pie Chart

I am working on a very basic "home budget" spreadsheet, to quickly see: A) how much money is left after the bills are paid and B) what % of withdrawals are going to what categories of expenses. I have a Pie Chart built off of the following data…
Michael Wales
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4 answers

Tool for merging multiple OFX files into one?

OFX is an XML format for financial transaction history and many banks, including mine, provide the option to download your transaction data in this format. Unfortunately, they often force you to download a separate file for each statement. I would…
Ryan C. Thompson
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3 answers

Personal Finance / Money management software for Mac OS

I recently moved from Windows to Mac Os X and I need a Personal Finance software. Main functionalities needed: track expenses and income, on credit cards, cash, current accounts report, classify, analyze the spending and income manage my financial…
Pietro
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1 answer

Add cumulative total on to a column for different dates

My goal is to calculate the total end stock price (equals to the cumulative dividend till that date + stock close price) I have a table with dividend pay dates and dividend amount I have a table with daily stock close price So for example,…
Aries
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How to calculate the equivalent of RATE in Excel in R?

Given a repayment and the loan term, I'd like to be able to calculate the interest rate for a loan. In Excel, I can use the RATE function but I'm not sure what to use in R and googling is difficult since "r" is so frequently included in interest…
Steph Locke
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Quicken passworded file import in quickboks

I am trying to import some quicken files into quickbooks. The files have a password on them. Is there a way to do this import or get the password off the quicken file? I do have the password, I just dont have Quicken...
alerman
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Gnucash: credit card reports

On the Profit & Loss statement for Gnucash, it doesn't list the money that I've paid to my credit cards and loans. My credit card and student loans are set up as separate accounts under the head account Liabilities. They have balances that I made…
osti_non
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3rd party software for parsing (OCRing) receipts?

I need to organize a large number of scanned receipts. The receipts are scanned in PDF, and I need is software that will intelligently look at a document and parse out date, location / vendor, total amount paid, etc. The key is that these fields…
Ramon
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Is there a native linux application that can interface with mint.com?

Is there a native Linux application that can interface with mint.com? I like the website, but I would also like to have that information stored locally so I can view it anytime, even if I am not online. Also, is there anyway I can just bypass…
Walter
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3 answers

Importing statements into Quickbooks

How do I import the following statements into Quickbooks Pro? Bank of America American Express
Raj More
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