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Moneyble Personal Finance

Moneyble is optimized for performance personal finance software. It is specifically designed for those who are using Excel today to track personal finances. All screens are spreadsheet-based and designed for quick data editing. Spend time reviewing your financial data, not...


Portfolio Performance Monitoring

The Portfolio Performance Monitoring template enables the ongoing monitoring and periodic valuation of a portfolio of financial investments. The model enables the entering of investment transactions during a reporting period to calculate performance. Incremental investment transactions including withdraw, reinvestment and...


Transactions

Need to import bank or credit card transactions in a CSV/XLS/XLSX/TXT, PDF, QFX, OFX, QBO, QIF/QMTF, MT940/STA file into your accounting or personal finance software but cannot seem to make it work? The Solution: try the Transactions app. It can...