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What's a good accounting program to track my stock investments? I need gen'l journal, p/l, and balance sheets.


I make several hundred trades per year, mostly plain buys and sells. Seldom options. I also need to record transfers between cash account and money market fund.

It would be nice if it did tax accounting (Sched D), but I primarily need the program to generate an income statement and a balance sheet. It would be nice if it could also generate a general journal.

I'm willing to pay upwards of around $500. I've looked at Quicken but it does not seem designed to do this. I've had some accounting courses but am not a professional accountant.

Use a spreadsheet program like Excel. By doing this you can track any data you want and do the calculations you feel you need. I would keep at least the data and do the calculations needed for Schedule D and arrange for just those columns to be printed for the IRS.

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