For businesses, financial reporting is of vital importance. Nobody is questioning this. But when it comes to personal finances, a lot of people seem to neglect this rule. And yet, it can’t be repeated enough: in any situation where finances are involved, a clear understanding is necessary. With Hot-Accounts, you get a free tool to … Read more
The time might come that you (or one of your siblings) have to take care of the finances of your parent(s). This is mostly not an easy job. It often coincides with a new situation with your mother or father going to a nursing home and costs tend to increase considerably. Some obvious guidelines Get … Read more
Use the Hot-Accounts Cash Books report to get YTD (Year-To-Date), ROI (Return on Investments) and IRR (Internal Rate of Return) information about your portfolio. Investment example In this example, a number of investments are entered in Hot-Accounts according a certain scenario (*). Then, a Cash Books report is requested, with the option to show ROI … Read more
Import stock prices into Hot-Accounts! With this latest release, Hot-Accounts has become a real tool for investors, as it’s now possible to import stock prices and other securities from e.g. a Hot-Accounts Google Finance Sheet. To activate this new feature, assign a ticker code to portfolio items for which you want to import stock prices. … Read more
With this latest version 1.04, the Cash Books mini application in Excel has truly become an analytical tool to dig into the details of a Hot-Accounts database. Several new slicers have been added, but the biggest improvement has occured at the right side: users can now select the kind of information to be shown in … Read more
With version 1.03 Hot-Accounts Cash Books are again extended with several features. The option to show a ‘Cumulative TOTAL’ and ‘% YTD’ as extra calculated columns. Collapse and Expand operations at the left side of the Cash Books are now mimicked nearly instantly to the right side. Also daily subtotals can be shown now. The … Read more
V1.02 main improvements It’s now possible to separately analyze the different asset classes. Values on the right side pivot table can also be shown as a % of the grand total. The report layout has also been improved.
The Hot-Accounts Cash Books is an Excel Workbook that extracts information from a Hot-Accounts database and presents that information into a more readable form. Main improvements The Cash Books user interface has been completely revised. Also a number of additional options and slicers have been added. With the slicers it’s possible to quickly zoom in … Read more
The tooltips Help manual (English version) has been updated recently. It now also includes help concerning the Account Setup Wizard.