Path: utzoo!utgpu!news-server.csri.toronto.edu!cs.utexas.edu!usc!zaphod.mps.ohio-state.edu!ncar!boulder!uswat!csn!tigger!wilde From: wilde@boulder.Colorado.EDU (Nick Wilde) Newsgroups: comp.sys.mac.apps Subject: Recommendations needed on financial packages Keywords: Checkbook Balancing, taxes Message-ID: <1990Nov30.044642.24697@csn.org> Date: 30 Nov 90 04:46:42 GMT Sender: news@csn.org Organization: Hardly any Lines: 29 Originator: wilde@tigger Nntp-Posting-Host: tigger.colorado.edu Greetings. My wife and I are looking for a finance package to run on a Mac (well, my wife is actually - she's the accountant of the household). According to her, this is what she's looking for: Checkbook tracking Budget tracking (estimated vs actual to date) Tax estimation Tax "spreadsheet" that has form creation/modification abilities so you don't have to buy a new package every year. Live Tax Spreadsheet <-> Checkbook info so data only has to be keyed in once. Checkbook reconciliation with bank statement Report building facility (i.e. look at all "misc" expenses, etc) Templates for monthly/recurring bills (i.e. a standard form to fill out every month with mortgage/gas/electric bills) So, do any of you out there use a package that does much/all of this ? If so, what ? How do you like it ? What don't you like about it ? Your recommendations are eagerly solicited. Thanx ! - Nick P.S. E-mail please. If there's interest I'll summarize. -- ------------------------------------------------------------------------------- Nick Wilde wilde@boulder.colorado.edu