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 Home » OlderGeeks.com Freeware Downloads » Accounting, Personal Finance and Stocks   
Files
  File Name Rating Downloads
Last Update/Developer
Eqonomize! v1.3.2
Eqonomize! v1.3.2 - efficient and easy accounting for the small household economy Eqonomize! is a cross-platform personal accounting software, with focus on efficiency and ease of use for the small household economy. Eqonomize! provides a complete solution, with bookkeeping by double entry and support for scheduled recurring transactions, security investments, and budgeting. It gives a clear overview of past and present transactions, and development of incomes and expenses, with descriptive tables and charts, as well as an approximation of future account values. Features: Bookkeeping Bookkeeping by double entry. Transactions: expenses, incomes, transfers, and security transactions. Transaction properties: description, value, quantity, date, payee/payer, comments, from/to account/category, and additional for securities. Split transactions. Refunds and repayments. Explicit support for loans/debts with interest and fee payments. Schedules transactions, with support for a wide range of recurrency schemes, and confirmation and occurrance. Support for multiple currencies, with selectable currency for each account. Supported currencies are automatically updated. Parameters of the last entered transaction, with the same description (or category or payee/payer), is automatically filled in when a description (or category/payer/payee) is entered (with auto-completion) Value input fields support arithmetics and currency conversion. Budgeting Monthly budget for incomes and expenses categories. Ability to exclude categies from the budget. ...
5/5 1,497 Jan 10, 2019
Eqonomize Project
GnuCash Portable v3.7.0
GnuCash Portable v3.7.0 GnuCash Portable is a free and open source financial management software with many of the same great features as most commercial money management programs including: Double-Entry Accounting Bank/Liability/Expense Accounts Stock/Bond/Mutual Fund Accounts Small-Business Accounting (Customers, Vendors, Jobs, Invoices, Accounts Payable/Receivable) QIF/OFX/HBCI Import, Transaction Matching Reports, Graphs Scheduled Transactions Financial Calculations Online banking with specific institutions (requires running as admin) System Requirements: Windows 7, 8, 10 MD5 Hash: f363cdc68e81eb3a6e72b214729ed1f0 SHA256 Hash: 974b459181fa09cb2bae819b01d1adc4036b30c9bbf389e4dc5a32a33aeb659e Main features Double Entry Every transaction must debit one account and credit others by an equal amount. This ensures the books balance: the difference between income and expenses exactly equals the sum of assets and liabilities. Checkbook-Style Register The GnuCash checkbook-style register provides a custom, convenient and familiar interface to entering financial transactions. The register supports common checking and credit-card transactions, as well as income, stock and currency transactions. The following features are also provided: The ability to enter split transactions The ability to mark a transaction as cleared or reconciled Autofill of entered transactions The ability to display multiple accounts in a single register window A summary bar that displays all of the relevant account's balance information Many options to customize the appearance and the display style Scheduled Transactions You can create recurring transactions with a high level of customization of amounts and timeline. You can also set an automatic reminder when a transaction is due. An assistant that runs when GnuCash is started allows scheduled transactions to be postponed without canceling or entering them before the due date. Reports, Graphs GnuCash has an integrated module to display graphs of your financial data in ...
5/5 1,151 Sep 17, 2019
GnuCash Team & PortableApps.com
HomeBank v5.2.2
HomeBank v5.2.2 HomeBank is an easy way to analyse your personal finances in detail using powerful filtering tools and graphs. If you are looking for a completely free and easy way to manage your personal accounting then HomeBank should be the software of choice. Features: Import & Export data Import from many formats: Easily import your accounts from Quicken or Microsoft Money, and many other financial management programs. Supported file formats includes QIF, OFX, QFX, and CSV. Duplicate detection: HomeBank will detect and identify the duplicate transactions and will enables you to choose what to do. Export: Easily export your accounts to QIF format, and various datas parts to CSV format. Analysis tools Dynamic reports: Various reports will deliver the information you need at your fingertips using dynamic powerfull reports with nice 2d charts. Quick & easy: Easily adjust the report parameters with some presets, or get more fine results with filtering by every transaction fields. Various reports: Repartition or time reports, you will find one to analyse what your are lookig for. Also track the budget, or check the balance for any overdrawn, even knows your vehicle costs and fuel consumption. Budget Month / Annual budget: Set a budget to each categories with same amount or different amount per month. View non-budget: Force the view of some categories into the budget report as well. Import/Export: Import/export the budget into CSV files. Beautiful charts: The charts available are bars, lines and pie. The design was inspired from google analytics and you can change the x-factor dynamically and also the color scheme. Transactions Scheduled transactions: Easily turn any transaction into a repeating event (like those darn utility bills!). Category split: Split the amount of a transaction into several categories. Internal transfer: Easily transfer money between accounts which can be automated. Quick seizure: Quickly transform any transaction to a template that simplify the seizure of common transactions, or inherit from an ...
5/5 4,676 Feb 14, 2019
Maxime Doyen
JEquity v2018.3.0.74 for Mac
JEquity v2018.3.0.74 for Mac JEquity tracks your equity and updates your stock values in a cross-platform, open standard. Changelog: 2019-03-14 Update version & tweaked code Click here to visit the author's website.
5/5 1,396 Mar 24, 2019
Beowurks
JEquity v2018.3.0.74 for Windows
JEquity v2018.3.0.74 for Windows JEquity tracks your equity and updates your stock values in a cross-platform, open standard. Changelog: 2019-03-14 Update version & tweaked code Click here to visit the author's website.
5/5 1,425 Mar 24, 2019
Beowurks
jGnash 2.35.1
jGnash 2.35.1 jGnash is a cross platform personal finance application written in Java. jGnash is a double entry system with support for multiple currencies. jGnash can import OFX and QIF files. Features Double Entry Accounting with reconciliation tools Budgeting with multiple scenario options and export to spreadsheet capability Investment Accounts and automatic import of Stocks, Bond, and Funds price history Nestable accounts with automatic rollup of totals and intelligent handling of mixed currencies OFX, QFX, mt940, and QIF import capabilities Reminders and automatic transaction entry and notifications Intelligent handling of multiple currencies and exchange rates with automatic online exchange rate updates Printable reports with PDF and spreadsheet export capability XML and relational database file formats Operates on any main-stream PC operating system
5/5 2,441 Sep 10, 2018
jGnash
JStock for Mac v1.0.7.37
JStock for Mac v1.0.7.37 Free Stock Market Software. JStock makes it easy to track your stock investment. It provides well organized stock market information, to help you decide your best investment strategy. JStock supports 27 world stock markets. Here are the stock markets being supported. Australia Austria Belgium Brazil Canada China Denmark France Germany Hong Kong India Indonesia Israel Italy Japan Korea Malaysia Netherlands New Zealand Norway Portugal Singapore Spain Sweden Switzerland Taiwan United Kingdom United States Currently, JStock is grabbing stock price from Yahoo! Finance and Google Finance. The stock price can be either realtime or delay, depending on the chosen country. JStock allows you to create unlimited number of watchlists. This enables you keep track high growth stocks and dividend gained stocks at the same time. JStock also helps you to manage your portfolio, by calculating your current net worth, recording your buy and sell record. You may even put a sticky note on your every single transaction. You may use JStock to mange your cash deposit and withdrawal. JStock keeps track dividend payout too. You may input dividend information manually, or let JStock generates dividend information automatically. JStock allows you to create unlimited number of portfolios. This enables you to share the fun of JStock with your love and family, by creating individual portfolio for every family members. Stock alert may be ...
5/5 2,097 Mar 20, 2019
JStock
JStock for Windows v1.0.7.37
JStock for Windows v1.0.7.37 Free Stock Market Software. JStock makes it easy to track your stock investment. It provides well organized stock market information, to help you decide your best investment strategy. JStock supports 27 world stock markets. Here are the stock markets being supported. Australia Austria Belgium Brazil Canada China Denmark France Germany Hong Kong India Indonesia Israel Italy Japan Korea Malaysia Netherlands New Zealand Norway Portugal Singapore Spain Sweden Switzerland Taiwan United Kingdom United States Currently, JStock is grabbing stock price from Yahoo! Finance and Google Finance. The stock price can be either realtime or delay, depending on the chosen country. JStock allows you to create unlimited number of watchlists. This enables you keep track high growth stocks and dividend gained stocks at the same time. JStock also helps you to manage your portfolio, by calculating your current net worth, recording your buy and sell record. You may even put a sticky note on your every single transaction. You may use JStock to mange your cash deposit and withdrawal. JStock keeps track dividend payout too. You may input dividend information manually, or let JStock generates dividend information automatically. JStock allows you to create unlimited number of portfolios. This enables you to share the fun of JStock with your love and family, by creating individual portfolio for every family members. Stock alert may be ...
5/5 2,143 Mar 20, 2019
JStock
KMyMoney v4.8.4
KMyMoney v4.8.4 KMyMoney is the Personal Finance Manager. It operates similar to Quicken, supports various account types, categorization of expenses, multiple currencies, online banking support via QIF, OFX and HBCI, budgeting and a rich set of reports. KMyMoney 4.8.4 released 2019-08-08 Added registration with ZKA (https://www.hbci-zka.de/)4.8.4 Ralf Habacker 2019-07-31 Remove obsolete call to abs() on an unsigned int value, which cannot be negative Ralf Habacker 2019-07-05 Fix 'Hardly distinguishable line colors in reports' Ralf Habacker 2019-06-24 GIT_SILENT made messages (after extraction) l10n daemon script 2019-03-27 Reimplement Chart::paint() to fix printing issues Ralf Habacker 2019-03-27 Add print support for report charts Ralf Habacker 2019-03-26 Fix 'Printer settings are not saved' Ralf Habacker 2019-03-26 Fix build error "missing kmymoneysettings.h" caused by not build kmm_settings... Ralf Habacker 2019-03-26 Fix compile errors caused by missing nullptr definition Ralf Habacker 2019-03-21 SVN_SILENT made messages (.desktop file) l10n daemon script 2019-03-10 SVN_SILENT made messages (.desktop file) l10n daemon script 2019-03-10 GIT_SILENT made messages (after extraction) l10n daemon script 2019-02-26 release-windows-packages: exit in case upload fails Ralf Habacker 2019-02-25 release-windows-packages: add options for updating only one platform variant Ralf Habacker 2019-02-25 release-windows-package: space to tab Ralf Habacker 2019-02-25 Restore support for generating bank data sqlite databases Ralf Habacker 2019-02-25 Fix '0 should not be used as nullptr constant' Ralf Habacker 2019-02-16 SVN_SILENT made messages (.desktop file) l10n daemon script 2019-02-13 SVN_SILENT made messages (.desktop file) l10n daemon script 2019-02-09 GIT_SILENT made messages (after extraction) l10n daemon script 2019-02-08 Fix initial with of transaction split editor Ralf Habacker 2019-02-06 Use i18nc in case context is used Ralf Habacker 2019-02-06 Add support for assigning tags in transaction splits editor Ralf Habacker 2019-02-05 Provide timezone offset for accounts with mapped OFX import Ralf Habacker 2019-02-05 Keep ofx import plugin location in sync with 5.x branch Ralf Habacker 2019-02-04 Implement persistence of validity filter Ralf Habacker 2019-02-04 Add i18n context to translations refering to 'share' Ralf Habacker Click here to visit the author's website.
5/5 2,143 Nov 05, 2019
KMyMoney Dev Team
Manager Desktop Edition for Mac v19.7.24
Manager Desktop Edition for Mac v19.7.24 Manager is free accounting software for small business. The Most Comprehensive Free Accounting Software Discover features that will save you time & money General ledger Cash management Bank reconciliation Expense claims Accounts receivable Accounts payable Estimates & quotes Purchase orders Billing & invoicing Credit notes Delivery notes Sales orders Stock & inventory Time & service billing Fixed asset management Capital accounts Profit & loss statement Balance sheet Statement of changes in equity Trial balance VAT, GST or sales tax Multi-currency Custom fields Customizable invoices Chart of accounts Journal entries Aged receivables Aged payables Customer statements Remittance advices Comparative reporting Project-based accounting Import bank statements Recurring billing Cash-basis accounting Accrual-basis accounting Departmental accounting Payroll management Manufacturing management Email templates Drill down reports Email tracking Click here to visit the author's website.
5/5 2,302 Jul 22, 2019
NGSoftware Pty Ltd
Manager Desktop Edition for Ubuntu v19.7.24
Manager Desktop Edition for Ubuntu v19.7.24 Manager is free accounting software for small business. The Most Comprehensive Free Accounting Software Discover features that will save you time & money General ledger Cash management Bank reconciliation Expense claims Accounts receivable Accounts payable Estimates & quotes Purchase orders Billing & invoicing Credit notes Delivery notes Sales orders Stock & inventory Time & service billing Fixed asset management Capital accounts Profit & loss statement Balance sheet Statement of changes in equity Trial balance VAT, GST or sales tax Multi-currency Custom fields Customizable invoices Chart of accounts Journal entries Aged receivables Aged payables Customer statements Remittance advices Comparative reporting Project-based accounting Import bank statements Recurring billing Cash-basis accounting Accrual-basis accounting Departmental accounting Payroll management Manufacturing management Email templates Drill down reports Email tracking Click here to visit the author's website.
5/5 2,323 Jul 22, 2019
NGSoftware Pty Ltd
Manager Desktop Edition for Windows v19.7.24
Manager Desktop Edition for Windows v19.7.24 Manager is free accounting software for small business. The Most Comprehensive Free Accounting Software Discover features that will save you time & money General ledger Cash management Bank reconciliation Expense claims Accounts receivable Accounts payable Estimates & quotes Purchase orders Billing & invoicing Credit notes Delivery notes Sales orders Stock & inventory Time & service billing Fixed asset management Capital accounts Profit & loss statement Balance sheet Statement of changes in equity Trial balance VAT, GST or sales tax Multi-currency Custom fields Customizable invoices Chart of accounts Journal entries Aged receivables Aged payables Customer statements Remittance advices Comparative reporting Project-based accounting Import bank statements Recurring billing Cash-basis accounting Accrual-basis accounting Departmental accounting Payroll management Manufacturing management Email templates Drill down reports Email tracking Click here to visit the author's website.
5/5 2,468 Jul 22, 2019
NGSoftware Pty Ltd
Money Manager Ex 1.3.3
Money Manager Ex 1.3.3 Money Manager Ex is a free, open-source, cross-platform, easy-to-use personal finance software. It primarily helps organize one's finances and keeps track of where, when and how the money goes. It is also a great tool to get a bird's eye view of your financial worth. Money Manager includes all the basic features that 90% of users would want to see in a personal finance application. The design goals are to concentrate on simplicity and user-friendliness - something one can use everyday. Manage Multiple Accounts Create and maintain an electronic checkbook - Checking, Savings, Credit Card or Loans, Stock Investment Accounts, Assets Checking, Savings, Credit Card or Loan Accounts Manage income and expense transactions within these accounts Create your own categories and organize these transactions to track where your money comes or goes. Manage money transfers between accounts Mark transactions as reconciled, unreconciled or void to track them against your bank statements Manage Payees Stock/Bonds/Mutual Fund Accounts Track your shares, bonds and related investments Track the gain/loss for each investment Update current share price General Account Features Ability to handle multiple currency across accounts Internationalization of currency formatting Unicode support for all data storage Track closed Accounts Setup accounts as favorite accounts Track your Bills and Deposits- Create bills & deposits to be reminded of your upcoming bills and deposits so you never miss a payment or deposit Account Summary Views and Navigation- An easy to use tree view navigator to navigate across accounts and summarized views of your accounts, upcoming bills & deposits and income vs. expenses Budgeting- Setup budgets for a calendar year and see how you are doing over time. Importing, Exporting and Printing- Ability to import, export and print your account information Import Import information from Excel in CSV format Import information from QIF format (Microsoft Money & Quicken) Exports Export information from any account to Excel (Comma Separated Value -.CSV) format Printing Printing of reports/accounts with inbuilt print preview. Reporting View your spending/expenses ...
5/5 4,762 Aug 21, 2018
Thezeal Software
NolaPro Cloud Accounting v5.0.17089
NolaPro Cloud Accounting v5.0.17089 NolaPro is a web-based accounting application running under MySQL and PHP, and released as proprietary freeware. NolaPro is a low-cost alternative to programs like Quickbooks and NetSuite, suited to small, medium and larger businesses. (This is the free version for home use only.) NolaPro is a Business Management Solution utilizing web features to provide a complete accounting, order tracking and inventory suite. Features: No User Restrictions Manage Multiple Companies Modify it to Fit Your Business No User Restrictions Manage Multiple Companies Modify it to Fit Your Business Cost & Accrual Accounting Updates at No Cost Click here to visit the author's website.
5/5 4,619 Mar 24, 2019
Noguska LLC
Open Tax Solver v16.01 Mac
Open Tax Solver v16.01 Mac OTS is a safe, secure, easy-to-use program for calculating Tax Return Form entries, and determining your tax-owed or refund-due, for Federal or State personal income taxes. Includes updated versions for US 1040, Schedules A, B, C, D, and for several states. OTS provides both graphical and textual interfaces for quickly filing out your tax forms. Features Graphical Interface, or Textual Straightforward - complete your tax returns quickly Safe / Secure - Runs directly on your PC - no web connections or cloaked software. Directly fills-out Tax Forms for printing Click here to visit the author's website.
5/5 573 Feb 27, 2019
Aston Roberts
Open Tax Solver v16.01 Windows
Open Tax Solver v16.01 Windows OTS is a safe, secure, easy-to-use program for calculating Tax Return Form entries, and determining your tax-owed or refund-due, for Federal or State personal income taxes. Includes updated versions for US 1040, Schedules A, B, C, D, and for several states. OTS provides both graphical and textual interfaces for quickly filing out your tax forms. Features Graphical Interface, or Textual Straightforward - complete your tax returns quickly Safe / Secure - Runs directly on your PC - no web connections or cloaked software. Directly fills-out Tax Forms for printing Click here to visit the author's website.
5/5 1,483 Feb 27, 2019
Aston Roberts
Piggy Banks v1.0.4
Piggy Banks v1.0.4 Piggy Banks makes it easy for you to keep track of ‘fund’ accounts where a little money is put away each day. For example, your family might decide that every day $1 will be put aside to help pay for a new board game. Piggy Banks will make it easy to see how much money is saved up in the board game fund at any time. Features: Track as many funds as you would like. Real-time updating of funds and projected completion dates. Export to CSV option. Medal icon turns from silver to gold when your fund completes. Wooo. =] v1.0.4 - 2010-03-21 * Moved the help contents to a text file. (Thanks, Deozaan) ! Fixed typo in this very file. Gasp! (Thanks, Deozaan ;)
5/5 1,396 Dec 31, 2018
Jody Holmes
sCheckbook v1.1.3
sCheckbook v1.1.3 Simple checkbook or bank account register. I wrote this as a simple way for my daughters to keep track of their money. I feel there are plenty of other full-featured account tracking applications out there and I don’t want to reinvent the wheel. As such, there are no fancy features like reporting, etc., nor will there be. The application, however, does offer export to CSV and HTML formats. Installation: Unzip sCheckbook.zip to its own folder and run sCheckbook.exe. v1.1.3 - 2014-11-03 * sCheckbook now opens the last used SCB file on launch. (Thanks, ScreenManiac)
5/5 1,414 Dec 31, 2018
Jody Holmes
StockDiv v4.7.5
StockDiv v4.7.5 Your portfolio, your income Using Windows 7/Vista? Please run "easy fix" before running StockDiv Main Features Stock.Div lets you manage your portfolio easily and conveniently, where everything you need to make better decisions about your portfolio is right at your fingertips Dashboard High level view of your portfolio including projected income, ROI and your invested money Portfolio Import Quickly import your current portfolio or a list of your favorite symbols and enjoy StockDiv's benefits Dave Fish DGI List Automatic processing of Dave Fish's list of DGI stocks that increased their dividends for at last 5 consecutive years Much faster than Excel Processing a lot of stocks in an Excel sheet can be tiring. StockDiv uses a parallel mechanism that runs in the background to make things MUCH faster Cash Manage your cash with multiple currencies: USD, GBP, EUR, ILS, CHF and JPY including relevant exchange rates Commissions Automatic commissions calculation so you will know exactly how much you spent Trading Hours The trading hours clock will always remind you when the trading hours will begin/end Alternative Yield Each stock will tell you what is the alternative yield worth selling it for Sectors and Stocks Diversification Sectors and stocks diversification graphs so you will easily know if your portfolio is not diversed enough Portfolio balancing Balance your portfolio easily based on stock, dividend yield and tagging Dividends History Dividends history including all the known dividends of your stocks including increase percentage Dividends Projection Dividends graph per stock and per portfolio including the income you received, the income you will receive and the projected income for the next 10 years Yearly Payment Matrix and month zoom-in Yearly payment matrix is for you to know exactly when and from whom you got/get paid. Month zoom-in will let you know the exact dates of your next dividends Tools & Settings Including: update for dividends history, last price & currency exchange rates, portfolio importer/exported, quick calculator, backup management, time to freedom calculator, portfolio balancing ...
5/5 869 Feb 19, 2019
Dividend Growth
TakeStock v2.0 R56
TakeStock v2.0 R56 Welcome to TakeStock 2, the world’s most popular completely free full-featured personal investment management software for Windows. TakeStock 2 is a from-the-ground-up rewrite of the original version first released in 2002, and is used by thousands of independent and professional investors worldwide to help make better informed investment decisions. TakeStock 2 lets you: Check the performance of your stocks, ETFs and mutual funds. Track dividends, capital gain distributions, margin equity and cash flow. View a security’s price chart, find historical prices and read company information. Get price quotes (usually delayed by 15 minutes). Be alerted when a security’s target buy or sell price is reached. Easily identify short and long term gains for tax reporting purposes. But that’s just scratching the surface! With TakeStock 2, your financial data remains on your computer — where it belongs — and not at a website whose security could be compromised. The portable version of TakeStock 2 even runs entirely off a USB stick, allowing you to use TakeStock 2 on different computers without leaving any data on those devices. TakeStock 2 is 100% free, displays no advertising or nag screens, and doesn’t require registration of any kind. Version 2.0 Release 56, published 18 Feb 2019 Enhancements: The new Auto Add Dividends tool allows you to automatically discover and add missing dividends to multiple positions. Suggested by Mark K, Al Amin, Don Sleeth. A default trading commission amount can now be associated with specific portfolios. Suggested by Don Sleeth. ...
5/5 1,150 Feb 19, 2019
Ravi Bhavnani
Zoom Investment Portfolio Manager v2.4.1
Zoom Investment Portfolio Manager v2.4.1 Portfolio Manager for your listed Stocks and Shares Investments or trading positions. Provides a database front-end to free Yahoo and Bloomberg financial information services. Multi-currency support with market values recalculated back into your home currency. Robust and scalable open source SQL database with unlimited numbers of Portfolios containing unlimited numbers of Positions. Watch list Simple or detailed cash accounting. Reporting by spreadsheet export. Open source and freeware. No subscription, no data harvesting, no advertising, no nasties. Licensed for personal and commercial use. Funded solely by donation. Please donate to encourage continuing support and development if you find this software useful. Features Multinational and multicurrency Robust data storage Send reports to spreadsheet Unlimited portfolios and transactions 32 bit version. Compatible with Windows 32 and 64 License GNU General Public License version 3.0 (GPLv3), GNU Library or Lesser General Public License version 3.0 (LGPLv3), Creative Commons Attribution Non-Commercial License V2.0 Click here to visit the author's website.
5/5 1,426 May 05, 2019
leskaye
   
 
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