Quicken Your Budgeting Skills

Bill Ramsay

Not ready to make the jump to an online budgeting tool? Quicken software may be what you are looking for.   The following is a brief overview of Quicken software.  Check back next week for tips on establishing categories in Quicken.

As many of you know, it can be hard to create a budget and even harder to stick to it.  The key to sticking to your planning is continuous monitoring.  To do so, we generally recommend using software like Quicken that is designed specifically for expense tracking.

What is Quicken?

Quicken is a brand of personal finance software that allows you to track your expenses and assists in the budgeting process. It simplifies confusing materials, and helps you understand how to make your budget work for you. Among other things, it can help you when you’re trying to make sense of your medical expenses, taking inventory of your assets, or managing your real estate investments.  Quicken allows you to easily download data from your bank account and other financial institutions that you use.

Why Should I Use Quicken?

Quicken will help you manage your spending, savings, investments and assets. Once downloaded, you can categorize each individual transaction so that you can create an accurate picture of where your money goes.

To find out more, visit http://quicken.intuit.com/

If you are ready to dive in and begin budgeting, take a look at this tutorial:  http://bit.ly/6O5N2z

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Posted

December 23, 2009

Bill Ramsay is a Certified Financial Planner™ and owner of Financial Symmetry, Inc. Bill is often interviewed for industry publications such as Financial Planning, Inside Information, Journal of Financial Planning, and Investment Advisor. He is a frequent guest for The Triangle Business Journal’s annual financial roundtable discussions. Bill has also been interviewed for national financial publications like The Wall Street Journal and Barron’s as well as general news publications such as Newsweek and the Raleigh News and Observer.

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