Software for tracking one's RRSPs over the years?

  • Thread starter Thread starter fitwell
  • Start date Start date
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fitwell

I imagine some sort of financial program maybe (?). A spreadsheet
won't work as the info keeps changing and it would be bothersome, I
think. Was hoping for a simple program that would allow me to keep
track of due dates and to print reports by those dates; the amounts of
interest each certificate yields, etc. Anyone have any idea about a
freeware that can help with this? Any help appreciated to resolve the
mess I'm now in <g>. It's getting harder and harder to keep track of
my certificates, not because of the large amounts of money involved
(that's relatively small) but because everything is split into so many
small certficates. Everything needs looking through every few
weeks/months re rolling over, new plans to go into once matured, etc.,
etc.
 
I imagine some sort of financial program maybe (?). A spreadsheet
won't work as the info keeps changing and it would be bothersome, I
think. Was hoping for a simple program that would allow me to keep
track of due dates and to print reports by those dates; the amounts of
interest each certificate yields, etc. Anyone have any idea about a
freeware that can help with this? Any help appreciated to resolve the
mess I'm now in <g>. It's getting harder and harder to keep track of
my certificates, not because of the large amounts of money involved
(that's relatively small) but because everything is split into so many
small certficates. Everything needs looking through every few
weeks/months re rolling over, new plans to go into once matured, etc.,
etc.
Click to expand...

I've kept looking but haven't found anything yet. Perhaps any general
finance program might be adapted? Would anyone know? I've tried
coming up with spreadsheet solutions but they're all too cumbersome.
Thanks.
 
I've kept looking but haven't found anything yet. Perhaps any general
finance program might be adapted? Would anyone know? I've tried
coming up with spreadsheet solutions but they're all too cumbersome.
Thanks.
Click to expand...

Anyone have any suggestions for a freeware financial program, perhaps?
I've tried creating a spreadsheet to track RRSP investments, but it's
really cumbersome in that a spreadsheet doesn't really track in a way
I like. Tx.
 
Anyone have any suggestions for a freeware financial program, perhaps?
I've tried creating a spreadsheet to track RRSP investments, but it's
really cumbersome in that a spreadsheet doesn't really track in a way
I like. Tx.


Have you asked for such with your Financial Rep or the Investment House?
Many offer a web page type log in where you can track your own
portfolio...perhaps not really what you want but worth looking into.

avalon
 
fitwell said:
Anyone have any suggestions for a freeware financial program, perhaps?
I've tried creating a spreadsheet to track RRSP investments, but it's
really cumbersome in that a spreadsheet doesn't really track in a way
I like. Tx.
Click to expand...

It rather depends upon what sort of investments you are talking about,
no? CDs are one thing, real estate another, stocks still another. If
the latter, the MS Money Portfolio Manager is excellent and free.

BTW, not everyone knows what "RRSP" is...there are countries besides
Canada.

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dadiOH
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Get it at http://mysite.verizon.net/xico
 
Anyone have any suggestions for a freeware financial program, perhaps?
I've tried creating a spreadsheet to track RRSP investments, but it's
really cumbersome in that a spreadsheet doesn't really track in a way
I like. Tx.


Have you asked for such with your Financial Rep or the Investment House?
Many offer a web page type log in where you can track your own
portfolio...perhaps not really what you want but worth looking into.
Click to expand...

Thanks but no. My investments are just RRSPs and my bank already told
me they don't offer anything to do this. It was worth a try. Tx.
 
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