Icon of program: InStep Personal Finance

InStep Personal Finance for Windows

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Editors’ Review

Download.com staff
This software empowers hands-on investors to manage portfolios and track daily finances. It offers robust tools for growth, planning, and analysis.
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InStep Personal Finance 0/1

  • Pros

    • Consolidates investment portfolios and prepares performance graphs
    • Calculates investment gain/loss using average or FIFO cost bases
    • Imports investment transactions and stock values from websites
    • Exports data for spreadsheet analysis
    • Includes net worth calculator and retirement scenario planning

  • Cons

    • Daily finance functions are basic
    • No mention of advanced budgeting features
Icon of program: InStep Personal Finance

InStep Personal Finance for Windows

Download now

Used InStep Personal Finance for Windows?

Explore More

Full Specifications

GENERAL
Release
Latest update
Version
6.0.5
OPERATING SYSTEMS
Platform
Windows
Operating System
  • Windows Vista
  • Windows XP
  • Windows 7
  • Windows 10
Additional Requirements
Access 2007 Runtime
POPULARITY
Total Downloads
387
Downloads Last Week
6
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Program available in other languages

Last Updated

Developer’s Description

By InStep Computer Interfaces
Manage investment portfolios and daily finances.
InStep Personal Finance is for hands-on investors who want to protect and grow their investment nest eggs. Users can also get a firm handle on income and expenses to see what they can afford and help plan for the future. Flexible investment tools let users easily consolidate portfolios and prepare graphs with benchmarking to check investment performance over any period of time. Investors can also prepare position snapshots to reconcile statements and check or rebalance portfolio allocations. Gain/loss on investment transactions is calculated using either the average or FIFO cost base method and this information can be used for tax planning purposes before year end. Investment transactions and stock values can be imported from virtually any website and data can be exported for further spreadsheet analysis. Among the special tools available is a net worth calculator used to prepare retirement scenarios. The software also includes basic daily finance functions like income/expense tracking, budgeting and preparing cash flow forecasts to help users stay within their financial means.
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