Questions?

Personal Finance Reporting in Los Angeles, CA

Hello, 1. I am looking for a financial software which pulls the date life from a account like Merrill Lynch etc. 2. Stocks, Bonds, and Dividends, must have categories. 3. I need to make P/L reports based on dividends, bonds, stocks and broker fees. I tried Quicken and Mint, but I cannot make PL reports based on categories for Dividends etc. Can you suggest a software and make customized P/L reports for me? Thanks D. Bollag (phone number available after purchase)

Sent by David on 3/26/18