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
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