Free, web-based finance tracking with tag/label support?
hledger fits your criteria, have you tried it ? Here's the web interface. Mint.com does all of that (except for the cash at hand).
Sure, Yahoo Finance does this for FREE. Yup. What I wanted to know was where they are pulling it up from. Have casually used Google finance for personal investments, but they suck at corp actions. Not sure if they provide free APIs, but that would probably suck too! :D I would suggest that you try ClearCheckbook.  It is kind of like Mint, but you can add and remove things (graphs, features, modules) to make it as simple or diverse as you need it to be.  It should be a workable solution for simply tracking both income and expenses, yet it will also provide extra features as needed. There is a free option as well as a paid option with added features.  I have not used ClearCheckbook before, but according to their features page it looks like you may have to upgrade to the paid option if you want to have complete tagging/custom field flexibility. Plaid is exactly what you are looking for! It's docs are easy to understand, and you can sign up to their API and use their free tier to get started. An example request to connect a user to Plaid and retrieve their transactions data (in JSON): I like to put money I am going to spend in my Quicken register (similar to Money in my limited experience) and that is the big ticket feature missing from mint.com.  Mint.com can only tell you what you did, or in a very general sense what you plan to do. As a register, mint.com is flexible enough for me to categorize my transactions.  As a planning / budgeting tool mint.com is very simple and fast to get going, but lacks the depth of a budget I want to manage every week.  Mint.com also tracks my investments, but I freely admit my investment management is nothing more than putting money into the same accounts.  I bother with investment tracking other than looking to see it isn't zero. I say try mint.com.  Mint.com has a place to totally delete your account. hledger is a free software, cross-platform double-entry accounting tool I've been working on for a while. It has command-line and web-based interfaces to your local data, and some other interesting features. There's also ledger (http://wiki.github.com/jwiegley/ledger/) which is command-line only. These are.. different, but worth a look for some folks. "I use Google Finance too. The only thing I have problem with is dividend info which it wouldn't automatically add to my portfolio. At the same time, I think that's a lot to ask for a free web site tool. So when dividend comes, I manually ""deposit"" the dividend payment by updating the cash amount. If the dividend comes in share form, I do a BUY at price 0 for that particular stock. If you only have 5 stocks, this additional effort is not bad at all. I also use the Hong Kong version of it so perhaps there maybe an implementation difference across country versions. Hope this helps. CF" Mint has worked fairly well for tracking budgets and expenses, but I use GnuCash to plug in the holes. It offers MSFT$ like registers; the ability to track cash expenses, assets, and liabilities; and the option to track individual investment transactions. I also use GnuCash reports for my taxes since it gives a clearer picture of my finances than Mint does. I'm not familiar enough with finance in any capacity to know what the difference is between financial services or a finance department (beyond what you said); my familiarity of the industry extends to trading, rating, and financial law enforcement. But at a glance on mobile, that looks like pretty much exactly what I was looking for. I have no connect to the industry, but habe been on a Wall St media binge lately, and like to understand powerful/influencial sectors of society anyways. Thanks. "Publicly traded companies files 10-Ks with the SEC, searchable on the EDGAR system.  If you want basic financial statement info then look for 10-Ks that are marked ""Interactive Data"", as for those the SEC has  broken everything out by statement into standard formats.  You could also use marketwatch which puts everything in financial statements into the same or as similar of categories as it can to make it easier to compare companies." Take a look at http://en.wikipedia.org/wiki/Comparison_of_accounting_software, in particular the rows with a market focus of 'personal'. This is probably one of the more complete lists available, and shows if they are web-based (like Mint) or standalone (like Quicken or Microsoft Money). Being new does not allow me yet to vote on your question, but what a good question it is. We share our opinion in separating finances in our very well going mariage. Currently I have found a sort of okay solution in two websites. These are http://www.yunoo.nl and http://www.moneytrackin.com/. You can actually tag spendings with multiple tags.  I don't like the idea that the data is on a remote server, but since I have not found a proper  local software solution, I just naively trust their promise that your data is save. Then again our financial situation is not that special. I would investigate mint.com further.  Plenty of people have written off using them because Intuit purchased them, but that seems like cutting of your nose to spite your face. I think mint.com is worth it for its Trends functionality alone, not to mention its automatic categorization of your purchases, reminders when bills are due, notifications of increased credit card interest rates, and overdraft notices. I don't think mint.com schedules bills & deposits, but it tracks stocks & mutual fund investments and compares your portfolio returns against Dow Jones, S&P 500, or NASDAQ if you wish.  I'm not sure I see the advantage of manual transaction entry, but you can add cash or check transactions manually.  As I mentioned earlier, automated categorization is a great feature.  In addition, you can tag certain transactions as reimbursable or tax-related. If the primary feature you're interested in is stock quotes, maybe something like Yahoo Finance or Google Finance will be enough. Not sure you are going to find anything like this in Excel - with the automatic lookup in specific. Microsoft has a template available; but it looks to be a pretty busy page. Why not look at other software?  If you have a PC, Quicken and Microsoft Money are of course the big guns.  You don't mention why you switched away from MS Money... There are many other packages as well.  The one that I use (but have no other financial interest in) is Moneydance as it was the best on Mac at the time I was looking.  It also runs on Windows and Linux. The portfolio manager at Value Research Online does this very nicely. It tracks the underlying holdings of each fund, yielding correct calculations for funds that invest across the board. Take a look at the screenshot from my account:  If you have direct equity holdings (e.g., not through a mutual fund), that too gets integrated. Per stock details are also visible.