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Personal Finance Software refers to a financial tool that enables you to prepare a budget, track your expenses, and check your overall finances.

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Online money management software for personal finance, account aggregation, budgeting, bill reminders and forecasting. Also useful for splitting rent, grocery, restaurant bills and IOUs with friends and roommates.

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MONEYDANCE

Moneydance is a powerful yet easy to use personal finance app for Mac, Windows, Linux, iPhone and iPad. With online banking, online bill payment, investment management and budgeting, Moneydance provides all the features of Quicken plus benefits such as ease of use and no sunsetting of features.

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Investment Club Software For Mac Windows 10

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An investment club is a group of individuals who meet for the purpose of pooling money and investing; members typically meet on a periodic basis to make investment decisions as a group through a voting process and recording of minutes, or gather information and perform investment transactions outside the group.^[1] In the US the upper limit for the value of an investment club's worth is $25m ^[2].^{[failed verification]} There is no lower limit. Investment clubs provide members a means to learn about markets, while meeting and working with people who have similar interests.^[3]

History[edit]

Although people have been investing in groups for thousands of years, the world's first investment club was allegedly established in Texas in 1898 back in the days of the Wild West when few investments could be considered safe. Investment clubs were seen as an ideal way of spreading the risk – away from just cattle.^[4]

While the first investment club on record dates back to the 1800s in Western America, Various online communities devoted to this type of investing have recently emerged and have contributed to the personal investing boom in the United States. One of the reasons that people come together in investment clubs is to learn how to invest. In Britain investment clubs took off in the 1950s, but the rate of formation fell at the time of the 2008 financial crisis.^[5]

Starting an Investment Club[edit]

Industry observers recommend prospective members adhere to these guidelines:^[6]

Consult a tax adviser on the taxation implications of the club's selected legal structure
Establish an investment mission, policy and goals that allow active participation before investing
Draw up a written operating or membership agreement covering asset management rules and membership changes
Evaluate fees for different tools and platforms to maximize returns.^[7]
Focus on learning and making money.

Club Types[edit]

High School Extracurricular Investment Clubs[edit]

This form of investment club usually meets to develop interest in investing and the intricacies of investing for minors, usually high school students. They typically are led by an adult who has vast experience in professional investing.

Stock, Mutual Fund or Bond Investment Clubs[edit]

These clubs are groups of people that pool their money to purchase stocks, stock options, mutual funds or bonds. Many clubs are educational in nature with objectives in line with learning how to make smart long-term investments. The National Association of Investors Corporation is a non-profit organization of many investment clubs with this purpose. These clubs may decide to buy or sell investments typically based on a majority votes.

Club objectives do vary and in the U.S. the Securities and Exchange Commission may require that a club be registered depending on the intent of investment. The SEC distinguishes between clubs on the basis of several laws including the Securities Act of 1933 and the Investment Company Act of 1940, which are concerned with whether the club issues membership interests that are effectively securities.

Club officers and members are not normally required to hold a securities license as long as they refrain from soliciting compensation in exchange for financial advice or soliciting the sale of stock, mutual funds or bonds in third party companies. One allowed exception is that a CEO / President or CFO of a C Corporation is allowed to solicit stock or bonds in their corporation as long as they provide a private placement memorandum that complies with the law to their new shareholders. One additional requirement is that non-accredited investors must be Directors of the C Corporation in addition to being shareholders.

Real Estate Investment Clubs[edit]

Clubs of this type are most commonly publicized as a real estate investment group or company, rather than a club. The legal distinction according to the SEC is having 100 members or less. Whereas, a real estate investment group would normally have more than 100 investors. These clubs normally buy real estate or notes (loans originated by a licensed third party) to benefit from: cash flow, appreciation of assets, instant equity, tax benefits from deductions or qualified