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  2. Rather than tracking every spending category in detail as with the 50/30/20 and zero-based methods, this approach gives you a lot more flexibility in how you spend your discretionary funds each month.

  3. Google Sheets - Wikipedia

    en.wikipedia.org/wiki/Google_Sheets

    Google Sheets is a spreadsheet application and part of the free, web-based Google Docs Editors suite offered by Google. Google Sheets is available as a web application; a mobile app for: Android, iOS, and as a desktop application on Google's ChromeOS. The app is compatible with Microsoft Excel file formats. [5]

  4. Carta (software company) - Wikipedia

    en.wikipedia.org/wiki/Carta_(software_company)

    Carta was founded as eShares in 2012 by entrepreneur Henry Ward and serial investor Manu Kumar. [4] Ward became CEO and Kumar became the company's Chairman. [5] The company launched when the founders saw a need for venture-backed companies to electronically manage equity, issue securities, and track their cap tables.

  5. Index fund - Wikipedia

    en.wikipedia.org/wiki/Index_fund

    "The fund organized as an open-end, diversified investment company whose investment objective is to approximate the performance of the Dow Jones Industrial Stock Average", thereby becoming the first index fund. [citation needed] In 1973, Burton Malkiel wrote A Random Walk Down Wall Street, which presented academic findings for the lay public ...

  6. Google Finance - Wikipedia

    en.wikipedia.org/wiki/Google_Finance

    Another update brought real-time ticker updates for stocks to the site, as both NASDAQ and the New York Stock Exchange partnered with Google in June 2008. [2] [3] Google added advertising to its finance page on November 18, 2008. However, since 2008, it has not undergone any major upgrades and the Google Finance Blog was closed in August 2012.

  7. Cash flow - Wikipedia

    en.wikipedia.org/wiki/Cash_flow

    to evaluate the risks within a financial product, e.g., matching cash requirements, evaluating default risk, re-investment requirements, etc. Cash flow notion is based loosely on cash flow statement accounting standards. The term is flexible and can refer to time intervals spanning over past-future.