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3. I use the spreadsheet program in LibreOffice.
Thu Jan 11, 2018, 05:57 PM
Jan 2018

Which means that I made up my own 1) budget spreadsheet which I update whenever me or my wife spends money (except cash), 2) net worth spreadsheet which includes all bank and mutual fun accounts and which I manually update on a quarterly basis, 3) tax spreadsheet where I track all the tax withholding I do and all of the dividends and capital gains I take in order to make sure I'm withholding enough - again manually updated quarterly, or whenever I realize a capital gain (which isn't often).

Because these are all custom spreadsheets, I can't just export the data to tax forms or other forms, but I prefer to do it manually. Of course, my taxes are as simple as they get and I do them myself (with another spreadsheet that i create every year). If I had someone else doing my taxes, I would probably have to standardize on some financial software product.

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