Hey all,
I'm starting to go nuts managing a number of investment accounts, so I'm spending some time this weekend creating some system of accounting for all assets that is:
1) Flexible in case I decide to ever move to another country
2) Easy to update (I don't want to spend more than an hour updating the sheet)
3) Ability to write my thoughts - e.g. my investment "thesis"!
4) Ability to tag investment classes and generate an asset allocation summary (i.e. LargoWinch's updates in "How is one ituliper invested?" http://www.itulip.com/forums/showthr...t=2259&page=17)
It does not necessarily have to automate gathering investment account data, it would be a nice feature though. I DO want the accounting and tagging of personal expenditures fairly automated.
Also, I eventually want this system to plug into another spreadsheet to serve as a portfolio modeling tool.
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My plan so far:
1) Create my own excel spreadsheet, keeping each investment account on each spreadsheet "sheet", then having a summary "sheet" that links to the totals of this. Then use excel's enumerator ability (if there is one) to tag into a number of classes (this will have to link into a list).
2) Keep a mint.com account just to help keep track of expenses, and ONLY expenses (i.e. food, rent, condoms, etc.). I've tested mint before, and it's a great, well-intentioned tool for expenditures, but I've had issues with it obtaining investment acct. data before.
Anyways, anyone here know if this is a reasonable route to take?
Should I consider using some of the more "money-oriented" packages such as Quicken/MS Money/Gnucash?
I'm hoping some of the folks from the "how one ituliper is invested" thread will chime in (paging LargoWinch & Jim Nickerson)
UPDATE: I've started to look into GNUCash again, It has some ability to automate accounts via perl scripts (I oughta learn perl as a job skill anyways)
I'm starting to go nuts managing a number of investment accounts, so I'm spending some time this weekend creating some system of accounting for all assets that is:
1) Flexible in case I decide to ever move to another country
2) Easy to update (I don't want to spend more than an hour updating the sheet)
3) Ability to write my thoughts - e.g. my investment "thesis"!
4) Ability to tag investment classes and generate an asset allocation summary (i.e. LargoWinch's updates in "How is one ituliper invested?" http://www.itulip.com/forums/showthr...t=2259&page=17)
It does not necessarily have to automate gathering investment account data, it would be a nice feature though. I DO want the accounting and tagging of personal expenditures fairly automated.
Also, I eventually want this system to plug into another spreadsheet to serve as a portfolio modeling tool.
---------
My plan so far:
1) Create my own excel spreadsheet, keeping each investment account on each spreadsheet "sheet", then having a summary "sheet" that links to the totals of this. Then use excel's enumerator ability (if there is one) to tag into a number of classes (this will have to link into a list).
2) Keep a mint.com account just to help keep track of expenses, and ONLY expenses (i.e. food, rent, condoms, etc.). I've tested mint before, and it's a great, well-intentioned tool for expenditures, but I've had issues with it obtaining investment acct. data before.
Anyways, anyone here know if this is a reasonable route to take?
Should I consider using some of the more "money-oriented" packages such as Quicken/MS Money/Gnucash?
I'm hoping some of the folks from the "how one ituliper is invested" thread will chime in (paging LargoWinch & Jim Nickerson)
UPDATE: I've started to look into GNUCash again, It has some ability to automate accounts via perl scripts (I oughta learn perl as a job skill anyways)
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