Hi Everyone,
AS a newbie to this forum, I would like to seek advise on how best to collate our portfolio. Here is our situation:
a. We run a small business & use MYOB to do our accounting.
b. We use Microsoft Money to categorise all of our expenses from an internet download & then use a hard copy to input into MYOB
c. We use a line of credit facility for or invetsment/business & personal use.
d. We are also looking at a Portfolio Service for our DIY Super Fund to allow us to invest more directly in shares & property.
Whilst the above approach has proven to be a "pain" to date, we have now moved into property with our second property investment (as well as more agressive share management) & this is now proving to be quite difficult to integrate/manage.
Ideally we would like to be able to make all of this easier to manage.
We have just looked at Quicken Cashbooks & it appears to have, on the surface, a number of features that are attractive to manage all of this but we have not yet looked at it in detail.
Does anyone have any experiences of what are the best options to manage this?
Regards,
David
AS a newbie to this forum, I would like to seek advise on how best to collate our portfolio. Here is our situation:
a. We run a small business & use MYOB to do our accounting.
b. We use Microsoft Money to categorise all of our expenses from an internet download & then use a hard copy to input into MYOB
c. We use a line of credit facility for or invetsment/business & personal use.
d. We are also looking at a Portfolio Service for our DIY Super Fund to allow us to invest more directly in shares & property.
Whilst the above approach has proven to be a "pain" to date, we have now moved into property with our second property investment (as well as more agressive share management) & this is now proving to be quite difficult to integrate/manage.
Ideally we would like to be able to make all of this easier to manage.
We have just looked at Quicken Cashbooks & it appears to have, on the surface, a number of features that are attractive to manage all of this but we have not yet looked at it in detail.
Does anyone have any experiences of what are the best options to manage this?
Regards,
David