Getting Started With Financial Software

If you're tracking income and expenses manually - or not tracking them at all - financial software such as Quicken can make the job easier and give you a clearer picture of your financial health. But getting started and figuring out how to use the software effectively can take time.

I provide personalized, hands-on help based on your own finances and the way you want to use the software. Instead of spending hours searching through generic online videos, you can get answers to your questions while learning the features you'll actually use.

How will I help? Depending on your needs, we'll work together on:

• Understanding basic software functions and features

• Setting up accounts and categories to fit the way you manage your finances

• Entering and categorizing transactions

• Reconciling accounts so your records stay accurate

• Tracking income, expenses and cash flow

• Creating useful reports to better understand your spending

• Establishing good routines for keeping your information accurate and up to date

What are the benefits? A well-maintained financial software system can improve organization and accuracy, reduce paperwork, save time and make it easier to understand your spending and financial activity.

While I'm not a certified software trainer, I provide practical one-on-one assistance that helps you become comfortable and confident using the software to manage your own financial information.

Your Money Concierge. More time. Less financial stress.