How is InStep Personal Finance different from other programs?
Personal Finance lets you consolidate investment portfolios to prepare position/performance graphs, allocation snapshots and show weekly winners/losers. Built-in calculators are used to re-balance portfolios and calculate accrued income on bonds. Actual weekly rates of exchange (not an average for the year) are used to calculate the market value of investments and gain/loss is based on average cost base, making the software well-suited to Canadians. Transactions and stock values can be imported from virtually any website or Excel spreadsheet – not just from a few partner institutions. Cash flow forecasts can be graphed for planning purposes and a budget compared to actual income and expense. The software is free for basic functions like entering records and analyzing income and spending patterns. A fee, paid at the end of a subscription period, is required to analyze investments. There are no ads or other distractions appearing in the software.
Personal Finance lets you consolidate investment portfolios to prepare position/performance graphs, allocation snapshots and show weekly winners/losers. Built-in calculators are used to help re-balance portfolios and calculate accrued income on strip bonds. Transactions and stock values can be imported from virtually any website or Excel spreadsheet – not just from a few partner institutions. If you have foreign investments, weekly rates of exchange (not an average for the year) are used to calculate market value. Gain/loss is based on either the first-in/first-out or average method of calculating cost base, making the software well-suited to both Canadian and U.S. users. You can forecast cash flow and also compare actual income and expense to a budget. The software is free for basic functions like entering records and analyzing income and spending patterns. A fee, paid at the end of a trial period, is required to analyze investments. There are no ads or other distractions appearing in
