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I started out using excel and quicken but at some point ended up using beancount, fava and python. There are so many variables like some investments are tax fr
by mcshicks 5y ago
I started out using excel and quicken but at some point ended up using beancount, fava and python. There are so many variables like some investments are tax free, others are tax deferred, some are exempt from state but not federal taxes, etc. I didn't dive in too deep to the app, I agree with other comments here that it would be nice if he had some demo accounts with a few different scenarios, like single, family, different ages, incomes and investments to showcase how the modeling works.