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Spreadsheet Tools For Financial Management
September 5, 2017
7:08 am
7:08 am
Nehpets
Ontario
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Forum Posts: 994
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December 20, 2016
December 20, 2016
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I've maintained a quarterly speadsheet for decades, originally using Quattro, then switching and converting to excel.
I track several types of assets, many of which include live updating, requiring manual updates on items requiring a statement download from the financial institution.
Besides Excel, what other methods can be used for digital tracking of one's portfolio?
How different are the cloud based spreadsheets from Excel in formatting and available tools?
What tips, and tools have you implemented to save time and present a realistic up to date picture of your portfolio?
Stephen
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