Tax / Financial Software

The tax and financial software topic covers both personal and organizational software, ranging from checkbook managers and tax calculation systems to sophisticated general ledger, accounts receivable and payable, payroll, inventory and planning packages. Two of the most common titles are Quickbooks and Microsoft Dynamics.

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I'm after a simple to use budgeting program. Preferably free but will pay for something that's awesome too.

Just keep in mind this is for the home user to categorise their income/expenses and track their spending.  I want to be able to import my bank transactions and have the program automatically categorise them.  If I need to set up a new category, I expect to be able to rerun the categorisation for all transactions.

Anyone know of a program that will fit this need?

Thanks and appreciate your input.

(I'm at the point of developing something myself but just hate reinventing the wheel)
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Become a Microsoft Certified Solutions Expert
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Become a Microsoft Certified Solutions Expert

This course teaches how to install and configure Windows Server 2012 R2.  It is the first step on your path to becoming a Microsoft Certified Solutions Expert (MCSE).

Which industries use the "end of period" and "beginning of period" options in the PMT, FV, PV and other financial functions.
When I've taken out a personal loan at the bank, I was never asked "Would you like to pay at the end of the month? or would you like to pay at the beginning of the month?"

Which types of transactions?  Is it non-USA entities?  Is it real estate? Asset-based loans?
Can anyone point to an article, blog post, or video that discusses who uses the last option in these financial functions.
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What versions of QuickBooks allow checks to be printed?
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Please provide me with a list of free credit monitoring services/websites such as Credit Karma.com that will alert me to different credit alerts and also provide offers from different banks and lenders.
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Last year I electronically signed some loan documents using the http://www.conformx.com website.

Now when I try to log back onto the http://www.conformx.com website I am unable to do so and I can't find any links on their website that will allow me to reset my password.

Does anyone know of any website addresses, methods, customer service or tech support departments I can contact to reset my login password for the http://www.conformx.com website?
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When will the Federal Reserve meet again to discuss raising interest rates?
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What are the differences between mortgage interest rate and APR?
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What is the deadline for amending past year federal tax returns?

I overlooked some deductions in previous year tax returns and will need to amend these returns.

How many years back can I go to amend prior year tax returns?
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Hi... for user with ms Dynamics gp10, are there  U.S. Payroll Tax Update still 2018, or is there a workaround?
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Hello Experts,

I am trying to put together a Minute Book for my small corporation and am I correct in thinking that all of the below are pre-made templates that I can download somewhere and just fill them in?

1.      Corporate company ownership structure (showing upstream parent company/companies, Trusts and personal shareholders)
2.      Shareholder’s Register/Ledger (current and up-to-date)
3.      Share Certificate(s) (of majority shareholder(s))
4.      Shareholder agreement (for companies with two or more shareholders)
5.      Any other issued Articles (e.g. Articles of Amendment, Amalgamation, etc.)
6.      Director’s Register


If applicable, do they need to be specific to my province, which is Ontario where I register my corporation?
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C++ 11 Fundamentals
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C++ 11 Fundamentals

This course will introduce you to C++ 11 and teach you about syntax fundamentals.

I am trying hard to find a way to automate some calculations on a credit card merchant statement. But I must be 100% within the letter and the intent of the rules which define PCI compliance.

Writing a Java app to run on all platforms was a great suggestion to "pre-process" the data, redacting private data, before upload to my site for further processing. But, I wonder, why not do ALL the processing via a downloadable Java App?

Is that a guarantee that I am 100% PCI compliant?

The problem will be when it fails a user and they need it debugged...I would need that PDF file sent to me for debugging. BUT, isn't that a much safer route to take than putting it on a website?

I would certainly have a high security bar to maintain regarding how I handle my PC, and maybe the methodology I use when choosing a password for that email account. But NOT having a website where any Credit Card info resides seems like a smarter way to go.

So, I am now imaging a simple website, probably WordPress. I would post a current version of the Java App for download and explanation of what it does, etc.

Users could download it and privately process their merchant account report on their own PC's. In the LIKELY event they have an unsupported report format, they could email me their full report. (Redacting private data from a PDF itself seems like a pretty high bar for users to handle)

On receipt of the PDF, I would redact all private data for that statement, and delete all un-redacted…
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Our business owner needs to upgrade his Quickbooks Enterprise Edition but is not willing to purchase a subscription. How long has Enterprise Edition been subscription only?  If we can find a stand-alone 2015 or 2016 version, that will work for our needs.
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I had some dual pane windows installed on my balcony that have improved my home's energy efficiency during both the winter and the summer. Now I don't need to heat my home as much during the winter or cool my house as much during the summer.

This installation and materials cost $3,100.

I have been told that I might be eligible to write this cost off in my taxes or to gain a tax credit of around $250.00.

How can I go about claiming this tax credit or deduction?
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Are Home Owners Association (HOA) fees tax deductible?

I pay monthly HOA fees as part of living in my condo complex.

Can these fees be deducted from my taxes?
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Will the tax bill that will be voted on next week apply for and lower 2017 taxes (due by 4/15/18)?
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Hi,
I have a client that recently upgraded their Sage 300 to 2018. When they look up an order using Current Orders Inquiry, they can select a customer and order, bring up the order, but when they go to close the "container" the system hangs with  the a4wcontainerxp.exe process stuck. They can open other windows and do some other functions, but eventually those will also fail.
They are opening Sage to "run as Administrator". It happens on all of the workstations as well as on the server. They are running the program on the server, which is up to date and has plenty of horsepower.
I have tested disabling anti-virus- no change.
Any ideas?
Thanks.
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I'm following a video to calculate the future value of a CD and am not getting the same answer as the video.
What am I doing wrong (see the two attached graphics.
err12
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Are there any websites available where I can enter the VIN number for a vehicle I am interested in purchasing to determine if there are any active loans or liens against that vehicle?

I am in the market to buy a used car and would like to be able to have the piece of mind of knowing that a vehicle has been completely paid off and has no loans before I purchase it from an individual.
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Someone has offered to sell me a used vehicle using eBbay motors.

This person is out of state and says that the car will be shipped at no cost to me in California and that I will them have 5 days to evaluate the vehicle and return if it I so choose.

I am going to be getting an invoice emailed to me within the next few days and the vehicle will then be shipped to me.

However, in the meantime I would like to do further research.

This vehicle will be shipped 1500 miles to me. In order for me to purchase it it will need to pass the California smog check so it can be registered to me.

I will also be taking this car to my mechanic to have it checked out to make sure everything is OK with it.

If there are any problems like it can't pass smog, needs to have repairs done so it will pass smog, or if my mechanic finds any issues with it I need to be sure I will be getting most of my money back from eBay motors if I choose to return this vehicle.

Please provide me with the URL address that explains eBay motors' policy for these things.
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HTML5 and CSS3 Fundamentals
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HTML5 and CSS3 Fundamentals

Build a website from the ground up by first learning the fundamentals of HTML5 and CSS3, the two popular programming languages used to present content online. HTML deals with fonts, colors, graphics, and hyperlinks, while CSS describes how HTML elements are to be displayed.

Hi
Every one of the last 3 or 4 credit cards I've had, I've had to close due to fraud and purchases I didn't make.
I think the first few test to see if I notice, and then they don't hold back.
I was lucky that today, I decided to see if anything suspect was occurring.
I got billed by the Freedom Road Socialist Organization. !

How are they breaking me?

I strongly suspect Uber of being massively hackable, I use them almost every day.
Thanks
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Now that the Intuit Turbo tax software has been released I'm looking to purchase the software now so I can get a better idea of how much I will owe in taxes for this year especially since I am currently working on a 1099 basis and haven't had any tax deductions made since July of this year.

My income taxes for the United States and California are from two employers, one of which I was paid using a W2 basis and the other one in which I am being paid using a 1099 basis.

I own my home and understand that technically I am considered to be self employed and as such want to get as many deductions as possible from my home mortgage interest, from improvements made to my home/home business, from my vehicle which I use to travel to my customer site, and from anything else I have spent on my business.

Normally I would file my taxes online at https://turbotax.intuit.com/ but Turbo Tax support has told me that returns for this year will not be able to be started on this website until the second week of January 2018. I need to get an idea now of how much I will owe in taxes based upon what I have already earned and what I am projected to earn for the rest of this year.

So will it be best for me to purchase Turbo Tax Basic, Turbo Tax Deluxe, or Turbo Tax Home & Business so I can claim the most deductions and credits?
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I have dynamics crm 2016 on premise and I want to extract the solution into dynamics crm 365 cloud. The cloud is brand new.

Is it possible? If yes how to get start it?

Thanks
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Are home improvements such as remodeling, painting, and replacing the carpet tax deductible (especially if I am self employed and work from home)?
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What are some websites I can visit where I can calculate the differences in monthly interested paid and total interest paid on a 30 year mortgage of $220,000 with either a 4.25% or a 3.625% interest rate?

I have other similar scenarios I would like to calculate.
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I have read on the http://ficoscore.com/education/ website that "Between all three bureaus, there are 19 FICO® Scores that are most commonly used by lenders. The score version that matters most to you depends on the type of loan you’re interested in and where your lender pulls your scores. You can use the chart below as a guideline."

Are there any websites I can visit that will provide me with all of my current 19 FICO® Scores?

The websites I currently visit like Bofa.com, discover.com, and the credit bureau websites provide only one version of the Fico credit scores and I'm interested in seeing what my current 19 FICO® credit scores are.

What websites or services will allow me to do this?

FICO-SCORE-VERSIONS
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Tax / Financial Software

The tax and financial software topic covers both personal and organizational software, ranging from checkbook managers and tax calculation systems to sophisticated general ledger, accounts receivable and payable, payroll, inventory and planning packages. Two of the most common titles are Quickbooks and Microsoft Dynamics.