![]() ![]() If you’re a Financial Advisor you should also take a look at FathomHQ and Spotlight and introduce yourself to Matthew Prouse the Senior Account Manager at for Financial Advisors.įathomHQ is an amazing comparative tool. I wish Xero cashbook had a big fat hairy colourful expenditure pie chart – but it has so many other features that suit your personal requirements and can assist in managing and budgeting for your personal finances. The Xero tracking feature can be set-up to easily tack spending against different investment properties, or you can invest in the add-on solution PocketRent which can comprehensively manage rental properties. Anything that makes monitoring personal finances easy is good! ( This does not integrate with Xero) RESIDENTIAL INVESTMENT PROPERTIES & Xero CashBooks It has the ‘I can check my stocks while in a queue’ stamp of approval. It was around $2 and once set up, lists all our shares with either a red or green block highlighting daily movement. I also suggested installing an app on your iPhone for monitoring daily stock movement. Also it only seems to take a few minutes to set-up. I’ve not personally used it but I have heard lots of good things about the Sharesight and Xero integration solution. ![]() The pricing for a single portfolio of 10 holdings is free – so its worth trying it out. ![]() Shares are a little complicated with franking dividends and the like… Sharesight is a cloud based solution that manages shares and integrates with Xero. ![]()
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