14 Best Personal Finance Software Books

Personal finance books help you manage your money better. At the most basic level, you can learn personal finance basics—like why paying yourself first pays off or how to manage and pay off debt—so you'll become smarter and more confident with handling your money.

1. Accounting All-in-One For Dummies with Online Practice

Author: by Kenneth W. Boyd
For Dummies
768 pages

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Your all-in-one accounting resource If you’re a numbers person, it’s your lucky day! Accounting jobs are on the rise in fact, the Bureau of Labor Statistics projects a faster-than-average growth rate of 11% in the industry through 2024. So, if you’re seeking long-term job security while also pursuing your passion, you’ll be stacking the odds in your favor by starting a career in accounting.

Accountants don’t necessarily lead a solitary life behind a desk in a bank. The field offers opportunities in auditing, budget analysis, financial accounting, management accounting, tax accounting, and more. In Accounting All-in-One For Dummies, you’ll benefit from cream-of-the-crop content culled from several previously published books.

It’ll help you to flourish in whatever niche you want to conquer in the wonderful world of accounting. You’ll also get free access to a quiz for each section of the book online. Report on financial statements Make savvy business decisions Audit and detect financial fraud Handle cash and make purchasing decisions Get free access to topic quizzes online If you’re a student studying the application of accounting theories or a professional looking for a valuable desktop reference you can trust, this book covers it all.

2. QuickBooks 2021 For Dummies

Author: by Stephen L. Nelson
ISBN: 978-1119676799
Published at: For Dummies; 1st edition (October 23, 2020)

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Save on expensive professionals with this trusted bestseller! Running your own business is pretty cool, but when it comes to the financial sideaccounts and payroll, for instanceit’s not so cool! That’s why millions of small business owners around the world count on QuickBooks to quickly and easily manage accounting and financial tasks and save big time on hiring expensive professionals.

In a friendly, easy-to-follow style, small business guru and bestselling author Stephen L. Nelson checks off all your financial line-item asks, including how to track your profits, plan a perfect budget, simplify tax returns, manage inventory, create invoices, track costs, generate reports, and pretty much any other accounts and financial-planning task that turns up on your desk!

Keep up with the latest QuickBooks changes Use QuickBooks to track profits and finances Balance your budget Back up your data safely The fully updated new edition of QuickBooks For Dummies takes the sweat (and the expense) out of cooking the booksand gives you more time to savor the results of your labors!

3. Personal Finance QuickStart Guide: The Simplified Beginner’s Guide to Eliminating Financial Stress, Building Wealth, and Achieving Financial Freedom (QuickStart Guides™ – Finance)

Author: by Morgen Rochard CFA CFP RLP
353 pages

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THE ULTIMATE BEGINNER’S GUIDE TO TAKING CONTROL OF YOUR FINANCES IN 2021 AND BEYONDINCLUDES FILLABLE SIMPLIFIED BUDGET SPREADSHEET AND OTHER ESSENTIAL DIGITAL ASSETSAre you tired of feeling stressed out and overwhelmed when you think about your finances? Have you gotten frustrated with personal finance advice from experts that doesn’t feel like it speaks to your unique financial situation?

No matter where you are in your financial journey Personal Finance QuickStart Guide covers everything you need to know to make a positive financial change in your life. At a time when 80% of US workers live paycheck to paycheck and as many as 40% of Americans can’t afford a surprise $400 expense it has never been more important to take control of your financial wellbeing.

In Personal Finance QuickStart Guide author, podcaster, and financial advisor Morgen B. Rochard CFA, CFP, RLP pulls back the personal finance curtain to present personal finance wisdom that is so simple anyone can start putting it to use today. Morgen has distilled a career’s worth of experience in the financial world into an uncommonly helpful guide to the common money problems we all face.

4. Excel 2021: A Step-By-Step Approach to Learning the Fundamentals of Excel Grasping Advanced Features like Business Modelling, Sampling Design and Numerous Data Analysis Techniques

May 23, 2021

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Are you new to excel and have no idea when it comes to Excel? Are you an Excel specialist looking for ways to further your skills? Are you a business person or an individual who seeks to improve Excel from the beginning to the end?

Are you aiming for some “step-by-step” overview on how to use Excel’s essential functions & formulas? Do you wish to learn how to use Excel’s tips, hacks, & shortcuts to increase your productivity? This book is really for you whether you fall into either of those categories.

Excel is a versatile spreadsheet program that has become increasingly relevant in today’s world. This book is an excellent resource for learning about the application. It will walk one through the fundamentals of Excel. The guide is simple to follow and includes straightforward graphical diagrams.

From essential Excel functions like creating & editing worksheets to updating and sharing worksheets then editing macros using Visual Basic, this book will take you through it all. It covers a wide range of Excel applications & functions covering: Worksheet formatting Excel shortcuts Formula setup Excel graphs & charts Cell referencing Excel shortcuts Excel tips and tricks The AVERAGE Function The SUM functions, The MAX functions, The MIN functions The XLOOKUP function, The UNIQUE function, IFS FORMULA, MAXIFS FORMULA, MINI FS FORMULA ……

5. Python for Algorithmic Trading: From Idea to Cloud Deployment

Author: by Yves Hilpisch
O'Reilly Media
380 pages

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Algorithmic trading, once the exclusive domain of institutional players, is now open to small organizations and individual traders using online platforms. The tool of choice for many traders today is Python and its ecosystem of powerful packages. In this practical book, author Yves Hilpisch shows students, academics, and practitioners how to use Python in the fascinating field of algorithmic trading.

You’ll learn several ways to apply Python to different aspects of algorithmic trading, such as backtesting trading strategies and interacting with online trading platforms. Some of the biggest buy- and sell-side institutions make heavy use of Python. By exploring options for systematically building and deploying automated algorithmic trading strategies, this book will help you level the playing field.

Set up a proper Python environment for algorithmic tradingLearn how to retrieve financial data from public and proprietary data sourcesExplore vectorization for financial analytics with NumPy and pandasMaster vectorized backtesting of different algorithmic trading strategiesGenerate market predictions by using machine learning and deep learningTackle real-time processing of streaming data with socket programming toolsImplement automated algorithmic trading strategies with the OANDA and FXCM trading platforms

6. Fundamentals of Biostatistics

Author: by Bernard Rosner
Cengage Learning
927 pages

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FUNDAMENTALS OF BIOSTATISTICS leads you through the methods, techniques, and computations of statistics necessary for success in the medical field. Every new concept is developed systematically through completely worked out examples from current medical research problems.

7. The Wall Street Era is Over: The Investor's Guide to Cryptocurrency and DeFi, the Decentralized Finance Revolution

Author: by DEFIYIELD App
Andrasio (May 20, 2021)
207 pages

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You can profit from DeFi-the exciting world of Decentralized Finance! The Wall Street Era is Over explains how to succeed and invest safely in DeFi, the industry that’s leading the way for the Finance 3.0 revolution. This essential guide comes from the team behind DeFiYield, a leading resource for DeFi investors.

We have been involved in DeFi since its inception, successfully yield farming to generate huge returns from our digital asset investments. But it hasn’t all been easy: We have also experienced major losses in risky projects. These difficult learning experiences led us to become the leading independent auditors of smart contracts, the self-executing agreements that drive DeFi.

We could have kept our hard-won DeFi investing techniques a secret… But we’d rather share them. Over 200+ pages, we’ve gone public with our comprehensive knowledge and experience. You’re invited to benefit from these valuable insights. Who is this book for?

Anyone who wants to generate high yields and invest safely in DeFi. Whether you are an experienced yield farmer or new to the space, this book will serve as your DeFi bible. What makes this book unique? DeFi is an extremely innovative technology, and it’s full of opportunities.

8. Accounting For Dummies

Author: by John A. Tracy
For Dummies
416 pages

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Open the books on accounting with this friendly guide Want to make sense of accounting basics but don’t know where to begin? This new edition of Accounting For Dummies helps you speak your accountant’s language with easeminimizing confusion as you maximize profits.

Written in plain English, it quickly gets you up to speed on how to manage inventory, report income and expenses for private or public companies, evaluate profit margins, analyze business strengths and weaknesses, manage budgets for a better bottom line, and so much more.

Whether you’re a small business owner, a manager with budget responsibilities, or just want to understand your 401(k) statements, this friendly guide helps you get a handle on all those columns of numberswithout losing your cool. From tips for getting the most out of reading a financial report to ways to analyze and manage profitand everything in betweenit gives you the jargon-free introduction to accounting you need to make sense of those numbers.

9. Ichimoku Charting & Technical Analysis: The Visual Guide for Beginners to Spot the Trend Before Trading Stocks, Cryptocurrency and Forex using Strategies that Work

Author: by Charles G. Koonitz
141 pages

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“Excellent book with superb illustrations and useful information on Ichimoku strategies and the mechanics of it make up.” Izaac Entwistle”Just plain brilliant! I don’t leave many reviews on Amazon, but this book is fantastic. Clear, concise and lots of detailed diagrams to aid the reader.

I’ve read a dozen trading books so far and this is easily the best balance of price, comprehensiveness and clarity. Great job Charles.” Philip Joss”Strategies clearly defined with beautifully presented charts. Charts had clear buy/sell signals and alerts.

Best book on the cloud I’ve come across so far.” Germaine Elvy”I thought this book gives a very good overview of the charting system and how to use it.” Jinu P. KamdarIchimoku Kinko Hyo, also known as Ichimoku Cloud or simply as Ichimoku, is a revolutionary system based on six components that allow the detection of new trends, thus preventing the trader from buying in riskier areas.

With a completely different approach compared to classic indicators like RSI or MACD, Ichimoku provides a solid boost to improve the quality of investment decisions in any financial market: stocks, cryptocurrencies like Bitcoin, futures, index funds, commodities, and Forex. Experienced traders will confirm, entering a trend market is undoubtedly the best way to cash in profits.

10. Quicken for Windows: The Official Guide, Eighth Edition (Quicken Guide)

Author: by Bobbi Sandberg
McGraw-Hill Education
576 pages

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Publisher’s Note: Products purchased from Third Party sellers are not guaranteed by the publisher for quality, authenticity, or access to any online entitlements included with the product. The Only Official Guide to the #1 Personal Finance SoftwareTake control of your personal finances using the best practices and time-saving tips in Quicken 2018 for Windows The Official Guide!

Find out the most effective methods for tracking your income, expenses, savings, transactions, investments, and so much more. Endorsed by the makers of Quicken, this practical resource shows you, step by step, how to take full advantage of the software’s powerful features, including the Quicken mobile app.

You’ll also get professional advice to help you reduce debt, stay on budget, save money, invest wisely, and plan for a secure financial future. Customize Quicken for your preferencesTrack income and expensesAutomate transactions and tasksRecord bank and credit card transactionsUse online banking featuresReconcile checking, savings, and credit card accountsTrack investments and optimize your portfolioMonitor your assets, loans, and net worthEvaluate your financial positionReduce debt, save money, and plan for retirementSimplify tax preparation and maximize deductionsCreate Quicken reports

11. Inventing Bitcoin: The Technology Behind the First Truly Scarce and Decentralized Money Explained

Author: by Yan Pritzker
106 pages

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Bitcoin may well be the greatest invention of our time, and most people have no idea what it is, or how it works. Walking through its invention step by step, this short two hour read is critical before you invest.

No technical expertise required! Read it, then share it with your loved ones. “Having read virtually every Bitcoin explainer, I believe it’s the best from-scratch introduction to Bitcoin, requiring no prior knowledge at all. I will be referring newcomers to it from now on.” – Nic Carter, Castle Island VenturesIt was much quicker and easier to understand than I expected […

] After reading it I sold some of my alts for more bitcoin. I’m on the edge of becoming a maximalist because of you. Nako Mbelle, Around The Coin Podcast”Inventing Bitcoin’s been getting buzz recently for good reason. @skwp wrote possibly the easiest, most informative intro to Bitcoin.”- @cryptograffiti, Crypto Artist

12. OneStream Foundation Handbook

Author: by The Architect Factory
458 pages

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The Definitive Reference to Design, Configure and Support Your OneStream Platform. OneStream is a modern, unified platform that is revolutionizing Corporate Performance Management. This proven alternative to fragmented legacy applications is designed to simplify processes for the most sophisticated, global enterprises.

Hundreds of the world’s leading companies are turning to OneStream to help with reporting and understanding financial data. In this practical guide, The Architect Factory team at OneStream Software explains each part of an implementation, and the design of solutions.

Readers will learn the core guiding principles for implementing OneStream from the company’s top team of experts. Beyond offering a training guide, the focus of this book is on the ‘why’ of design and building an application. Manage your Implementation with the OneStream methodology Understand Design and Build concepts Build solutions for the Consolidation of financial data, and develop Planning models Create Data Integration solutions that will feed your models Develop Workflows to guide and manage your End-Users Advance your solutions with Rules and Security Take advantage of detailed Data Reporting using tools such as Analytic Blend, Advanced Excel reporting, and Dashboarding Tune Performance, and optimize your application

13. QuickBooks 2020 For Dummies

Author: by Stephen L. Nelson
For Dummies
416 pages

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The perennial bestsellernow in a new edition QuickBooks allows small businesses to manage their own accounting and financial management taskswithout needing to hire expensive financial professionals. This perennial bestseller is here to show you step by step how to build the perfect budget, simplify tax return preparation, manage inventory, track job costs, generate statement and financial reports, and every other accounting-related task that crosses your desk.

Written by CPA Stephen L. Nelson, it shows you how to get the most out of the software that helps over six million small businesses manage their finances. Handle your financial and business management tasks more effectively Get the most out of QuickBooks’ features Create invoices and memos with ease Pay bills, prepare payroll, and record sales receipts If you use QuickBooks at workor want to implement it in 2020this book has you covered.

14. QuickBooks 2020 All-in-One For Dummies

Author: by Stephen L. Nelson
ISBN: 978-1119589808
Published at: For Dummies; 1st edition (January 2, 2020)

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The quickest way to do the books for small business owners and managers No one looks forward to doing the finances: that’s why QuickBooks 2020 All-in-One For Dummies is on hand to help get it over with as quickly and painlessly as possible.

This comprehensive one-stop reference combines 8 mini-books in one, all written in plain and simple language that makes it easy for even the most accounts-averse to get the most out of the latest version of the QuickBooks software and save time.

Written and revised by financial expert Stephen Nelson, the latest version of this invaluable guide takes readers step-by-step through every aspect of small business accounting procedures, including understanding the fundamentals of double-entry bookkeeping, setting up and administering the QuickBooks system, and carrying out complex tasks such as ratio analysis and capital budgeting.

Write a business plan and create a forecast Learn how to use profit-volume-cost analysis tools Prepare financial statements and reports Protect your financial data Time is moneyget this time-saving resource today and start reaping the rewards!