Investment Planning Software

JeffAllan · 1 July 2011 at 3:44PM

Can anyone recommend any good software ?
I'm planning for an early semi retirement and want to make sure my budget projections work taking into account my different investments and savings, different investment growth assumptions, inflation assumptions etc. I have been using MS Money but its old and I think its got a few bugs in it ! I can make up spreadsheets but this seems a bit crude.
Ta
Jeff

Ark_Welder · 1 July 2011 at 5:59PM

A spreadsheet can be as crude or as complex as you wish to make it. I started off with a one-sheet list of assets 20 years ago and now have a 12-sheet offering that includes projected monthy income and expenditure (I :heart2: August!).

My problem now is that I have decided that I 'need' sheets 13 and 14...

bigfreddiel · 1 July 2011 at 7:09PM

Ark_Welder wrote: »

A spreadsheet can be as crude or as complex as you wish to make it. I started off with a one-sheet list of assets 20 years ago and now have a 12-sheet offering that includes projected monthy income and expenditure (I :heart2: August!).

My problem now is that I have decided that I 'need' sheets 13 and 14...

absolutely correct - spreadsheets are simple to use - and great for developing a finance tool to suit your needs - and you understand what its doing because you wrote it -don't bother with ms money or any other tools - its not exactly rocket science

fj

RobStaffs · 2 July 2011 at 4:56AM

Spreadsheet for me also.In terms of projection then I assume that that my investments will grow in line with current RPI pa.That way I dont over hype the growth.