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  1. #1
    Uranium Lounger viking33's Avatar
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    Financial Inventory lister

    I'm looking for a simple Freeware program that will allow me to list ( and edit ) my personal financial items like Bank Accounts, Insurance Policies, Money Market Funds, etc. This will give me a basic printout of assets in one location.
    What I need is one single source list of these things, without having to show "hard goods" items like household furniture, collections and miscellaneous items as such. I know there are many inventory progs out there that would be used for insurance purposes or room by room item lists. I did a brief google search but seem to come up with a pile of the latter programs with a lot of bloat in them.

    Any suggestions that I could try out?
    BOB
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  2. #2
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    Re: Financial Inventory lister

    How about a spreadsheet with different sheets for each account?

    Joe
    Joe

  3. #3
    Uranium Lounger viking33's Avatar
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    Re: Financial Inventory lister

    I thought about using a SS but that would mean multiple pages. One of the things I'm trying to avoid. There has to be some canned program out there to do this?
    BOB
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    Long ago, there was a time when men cursed and beat on the ground with sticks. It was called witchcraft.
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    Re: Financial Inventory lister

    Joe

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    Re: Financial Inventory lister

    Most likely too naive - but why not create your own table with your own headings?

    Curious

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    Re: Financial Inventory lister

    Because a lot of that type of information is confidential and an avenue for identity theft, and many of the items have PINs or passwords, consider using password encryption software such as Password Safe.
    -John ... I float in liquid gardens
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  7. #7
    Uranium Lounger viking33's Avatar
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    Re: Financial Inventory lister

    John,
    If I ever find something to do this, I will CERTAINLY encrypt and password protect it. <img src=/S/cop.gif border=0 alt=cop width=15 height=24>
    BOB
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  8. #8
    Uranium Lounger viking33's Avatar
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    Re: Financial Inventory lister

    Joe,
    Yes, I have checked out MS Money but it's much too overloaded for what I want.
    BOB
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    Long ago, there was a time when men cursed and beat on the ground with sticks. It was called witchcraft.
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  9. #9
    Uranium Lounger viking33's Avatar
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    Re: Financial Inventory lister

    Because I'm a little too lazy? Has to be a canned prog around, instead of re-inventing the wheel. <img src=/S/doze.gif border=0 alt=doze width=15 height=15>
    BOB
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  10. #10
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    Re: Financial Inventory lister

    For secure storage and web access to accounts etc. I'd go with JohnBF's suggestion of KeePass Password Safe. I use it for autologin to secure account sites. It has provision for "freeform" notes for each account/ entry, perhaps for current balance etc.

    Alan

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    Re: Financial Inventory lister

    Bob, I have not explained it well, and consequently I think you missed my point. Applications like the ones Alan and I mentioned are designed as collective repositories of all that kind of data, and are encrypted and password protected. Although they re designed to keep passwords and make it easy to remember and use passwords, you can keep most any kind of data in there, such as (in my case), passport number, drivers license, US social security numbers of family members, mortgage loan number, brokerage account numbers, vehicle VIN numbers, software product codes and key codes, professional society membership numbers, frequent flyer numbers, and other information which will not require a password but which should not be public. Check out free Password Safe at SourceForge, and Alan's suggested program; they may fit the bill ... or not.
    -John ... I float in liquid gardens
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    Silver Lounger t8ntlikly's Avatar
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    Re: Financial Inventory lister

    As an add on note to this string. After looking into Money, I decided to stay with Quicken for my financial stuff, and made my own SS for other items.
    you can of course encrypt Quicken, but I take it one step further and have located the data files on an external HD, I use Password Protect USB to add another layer of encryption to the folder, and I also use Steganos Password Manager to store my different passwords for banks etc. You need the Master Password to open the password manager of course. Neither of these are free, but they aren't expensive either, and there is no limit on the file size that I can protect. Password Protect USB & Steganos
    Thanks John
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    Re: Financial Inventory lister

    I did not mean the full MS Money just the online <img src=/S/free.gif border=0 alt=free width=30 height=15> portfolio.

    Joe
    Joe

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    Re: Financial Inventory lister

    Hey Bob -

    I, too, would recommend the approach suggested by John and Alan. Personally I use a <img src=/S/free.gif border=0 alt=free width=30 height=15> program called Access Manager 2. One 'master' password opens the program to reveal everything you want to store in it... I use it for credit card info, financial accounts, soc. sec. numbers, passport info, and all that kind of stuff. In addition, it provides a very simple interface for accessing the appropriate web sites for everything important to you and a quick way to feed in your usernames and passwords.

    There is a paid version of the program that allows you to run it from a memory stick. That wasn't important to me, so I've been using the free version for four years. Here's additional info from their site:

    <font color=blue>Access Manager is a FREE software solution that keeps all your passwords in one, simple to use list. It offers fast, easy and secure password management.
    One 'Master Password' is all that is needed to access all your passwords and private information.

    • Web site passwords
    • Credit card and PIN numbers
    • Computer logon passwords
    • Telephone banking codes
    • Email passwords
    • Software access passwords
    • Door entry and alarm codes

    You can view or edit your passwords, and drag & drop or copy passwords to web pages and other software. Strong encryption keeps your information safe and secure. Access Manager is available in Dutch and English language versions.
    Access Manager is FREE for personal, non-commercial use.</font color=blue>

    Regardless of which "canned" program you decide to use, you're going to be typing in a fair amount of personal data (addresses, account numbers, etc.). This program has several fields for data entry and a very cool "notes" area for additional info. If you type a web address into the notes area, it will become an active link to the webpage. I've included a screen shot with fake data that shows the type of info you could store. The proggys recommended by Alan and John are probably similar or better <img src=/S/smile.gif border=0 alt=smile width=15 height=15>.
    Attached Images Attached Images
    - Ricky

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    3 Star Lounger
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    Re: Financial Inventory lister

    How about OneNote?

    You can have just one page showing all the info and then password just that folder.
    Michael

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