Software for accounting / tax

[Chris Gillam]

What software are you using to track expenses for accounting and tax?

[Chuck M.]

I agree with @Account Closed. If you build your own models in Excel - you can use it in combination with Quickbooks or another bookkeeping package.

We use Excel to provide instant access to things like an up-to-date personal net worth statement, balance sheets, and for ratio analysis across our portfolio at any point in time.

Business partners and lenders both appreciate having access to the info in the format that they prefer so we keep worksheets for each in their preferred format cross-linked to our cash flow tabs.