Personal Financial Snapshot

Job ID: 34833701

Budget: $15 – $25 CAD

I want to be able to quarterly, or more commonly, easily enter (copy and paste) in information about a variety of investment, start and finish date, rate of return, and see how they are doing. Items would include: loans, stocks, owned properties, cash, assets, and view would be: per chart of asset distribution, rate of return, etc etc. I expect a variety of pages would be needed from each institution (to easily copy and paste their info in the format they send to me), and a summary page.
Ben
Related categories: Data Processing Data Entry Accounting Excel Finance