February 16


Financial Software I Use

By Raymond Eaddy

February 16, 2017




My Favorite Finance Software

In my personal journey to financial freedom, I have used a number of software to aid me. The following software are those that have been the most help in my strategy.

Apr 12, 2017 – amazon.com – 1
My Favorite Finance Software | Quicken Premier 2017 Personal Finance & Budgeting Software [Download]

I use Quicken for general reporting and for tax preparation. With the software I’m able to import all my bank transactions safely and automatically, including those from loan, investment & retirement accounts. No need to jot it all down or save receipts. It also has a really good Federal tax estimation module.

The one issue I’ve found is that Quicken has an issue importing PNC virtual wallet accounts.

Price: $59.95

Apr 12, 2017 – youneedabudget.com – 0
My Favorite Finance Software | YNAB. Personal Budget & Finance Software for Windows, Mac, iPhone, iPad and Android

YNAB is used for monthly budget tracking. Once I have my budget worked out, I copy it over to YNAB and then use the software to track my budget through out the month. I can connect it to my banks and import my transactions into YNAB and categorize them. Using YNAB also allows me to make changes to my monthly budget if an emergency should arise.

Price: $50 yearly

Apr 12, 2017 – myfinancialstatement.com – 0
My Favorite Finance Software | Financial Statement Software | Personal Financial Statement | Net Worth | Net Worth Calculator | Net Worth Software |...

This software is used to calculate my net-worth. Knowing your net-worth is very important to track. Tracking your net-worth will allow you to make better financial decisions by allowing you to see whether that decision will increase or decrease your net-worth. I try to update my net-worth on a monthly basis.

Price: Free to use though you can not print, 29.95 if you want to print


My Custom Monthly Planning Worksheet

Apr 12, 2017

My custom budget worksheet is the foundation of my financial strategy. I use it to plan where my money is going to go every month.

Price: Free

Raymond Eaddy

About the author

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