Results 1 to 14 of 14
  1. 02-11-2010, 06:19 PM #1
    mauimagic
    mauimagic is offline
    Moderator mauimagic's Avatar
    Join Date
    Mar 2009
    Location
    Maui, Hawaii
    Posts
    17,527
    Post Thanks / WTG / Hug
    Blog Entries
    53
    Rep Power
    103

    Default ? on financial record keeping

    What is available for monthly financial record keeping?

    In the past I have created my own spread sheet and it is no longer working for me. Is there anything available - hopefully for free- that I could use just for record keeping? Mahalo.
    Travel light. The baggage of the past can only hold you back.




    “Decluttering isn't just simplifying your life. It's having a vision, setting new priorities and using those notions to get rid of obstacles.”
    — Peter Walsh
    __________________
    Digg this Post!Add Post to del.icio.usBookmark Post in TechnoratiTweet this Post!Share on FacebookSpurl this Post!Reddit!Wong this Post!
    Reply With Quote Reply With Quote
  2. 02-11-2010, 08:26 PM #2
    dcompton
    dcompton is offline
    Registered User
    Join Date
    Feb 2006
    Location
    Louisiana
    Posts
    3,863
    Post Thanks / WTG / Hug
    Blog Entries
    12
    Rep Power
    25

    Default

    What kind of record keeping are you thinking about? Tracking expenses, debt, mortgage, etc? Tracking investments? Keeping inventories? Tax records? Something else?
    Donna

    Use It Up 2012:
    Lapghans: 5
    Baby afghans: 1
    Digg this Post!Add Post to del.icio.usBookmark Post in TechnoratiTweet this Post!Share on FacebookSpurl this Post!Reddit!Wong this Post!
    Reply With Quote Reply With Quote
  3. 02-11-2010, 08:37 PM #3
    mauimagic
    mauimagic is offline
    Moderator mauimagic's Avatar
    Join Date
    Mar 2009
    Location
    Maui, Hawaii
    Posts
    17,527
    Post Thanks / WTG / Hug
    Blog Entries
    53
    Rep Power
    103

    Default

    Good question - for now I just want to track monthly bill payments.
    Travel light. The baggage of the past can only hold you back.




    “Decluttering isn't just simplifying your life. It's having a vision, setting new priorities and using those notions to get rid of obstacles.”
    — Peter Walsh
    __________________
    Digg this Post!Add Post to del.icio.usBookmark Post in TechnoratiTweet this Post!Share on FacebookSpurl this Post!Reddit!Wong this Post!
    Reply With Quote Reply With Quote
  4. 02-11-2010, 08:55 PM #4
    Greebo
    Greebo is offline
    Rude and Vile Master Greebo's Avatar
    Join Date
    May 2008
    Location
    Baltimore, Maryland
    Age
    43
    Posts
    8,243
    Post Thanks / WTG / Hug
    Rep Power
    71

    Default

    I swear by Quicken. I've used it since 1995.
    If you could kick in the pants the person responsible for your problems, you wouldn't be able to sit for a month.

    Did you know that a 4 year student paying $20,000/year who finances their education graduates with over $103,000 in debt to start? But a student who works and pays cash and takes 6 years to graduate ends with $6,300 in their pocket! So much for "getting a head start by financing!"

    Greebo    (Nerd Spender): Loving and extremely patiently tolerated husband of ceashels.
     WARNING: Y Chromosome behind the keyboard. Adjust your listening filters appropriately!

    Three     Two mortgages, two one no car loans, one no credit cards, and a partridge in pear tree!
    Digg this Post!Add Post to del.icio.usBookmark Post in TechnoratiTweet this Post!Share on FacebookSpurl this Post!Reddit!Wong this Post!
    Reply With Quote Reply With Quote
  5. 02-11-2010, 09:01 PM #5
    JoJoBean8
    JoJoBean8 is offline
    Registered User JoJoBean8's Avatar
    Join Date
    Feb 2009
    Location
    Philly burbs ( Delco)
    Posts
    235
    Post Thanks / WTG / Hug
    Rep Power
    4

    Default

    I just use a copy book. My monthly expenses really never change except for my car insurance, inspections, etc but I have an savings account for all of that stuff. I like it because I can always flip through it and see what I am spending more on like gas, heat, food, etc and how I am saving more. I put all my expenses down and then what I actually paid. Example heat/electric bill last month was 443.72/450 so it makes me see if my budget is correct or if I have to tweak it some.
    Digg this Post!Add Post to del.icio.usBookmark Post in TechnoratiTweet this Post!Share on FacebookSpurl this Post!Reddit!Wong this Post!
    Reply With Quote Reply With Quote
  6. 02-11-2010, 09:26 PM #6
    mauimagic
    mauimagic is offline
    Moderator mauimagic's Avatar
    Join Date
    Mar 2009
    Location
    Maui, Hawaii
    Posts
    17,527
    Post Thanks / WTG / Hug
    Blog Entries
    53
    Rep Power
    103

    Default

    Greebo - are you signed up for their 'Mint" program where you give them access to your online banking accounts? If not, is this safe to give them account passwords,etc?
    Travel light. The baggage of the past can only hold you back.




    “Decluttering isn't just simplifying your life. It's having a vision, setting new priorities and using those notions to get rid of obstacles.”
    — Peter Walsh
    __________________
    Digg this Post!Add Post to del.icio.usBookmark Post in TechnoratiTweet this Post!Share on FacebookSpurl this Post!Reddit!Wong this Post!
    Reply With Quote Reply With Quote
  7. 02-12-2010, 03:46 AM #7
    Greebo
    Greebo is offline
    Rude and Vile Master Greebo's Avatar
    Join Date
    May 2008
    Location
    Baltimore, Maryland
    Age
    43
    Posts
    8,243
    Post Thanks / WTG / Hug
    Rep Power
    71

    Default

    Quote Originally Posted by mauimagic View Post
    Greebo - are you signed up for their 'Mint" program where you give them access to your online banking accounts? If not, is this safe to give them account passwords,etc?
    I do not allow anyone to have permanent access to my accounts. Ever.

    I *do* download transactions from the banks I use that allow it - but I enter the password every time manually.
    If you could kick in the pants the person responsible for your problems, you wouldn't be able to sit for a month.

    Did you know that a 4 year student paying $20,000/year who finances their education graduates with over $103,000 in debt to start? But a student who works and pays cash and takes 6 years to graduate ends with $6,300 in their pocket! So much for "getting a head start by financing!"

    Greebo    (Nerd Spender): Loving and extremely patiently tolerated husband of ceashels.
     WARNING: Y Chromosome behind the keyboard. Adjust your listening filters appropriately!

    Three     Two mortgages, two one no car loans, one no credit cards, and a partridge in pear tree!
    Digg this Post!Add Post to del.icio.usBookmark Post in TechnoratiTweet this Post!Share on FacebookSpurl this Post!Reddit!Wong this Post!
    Reply With Quote Reply With Quote
  8. 02-12-2010, 12:51 PM #8
    mauimagic
    mauimagic is offline
    Moderator mauimagic's Avatar
    Join Date
    Mar 2009
    Location
    Maui, Hawaii
    Posts
    17,527
    Post Thanks / WTG / Hug
    Blog Entries
    53
    Rep Power
    103

    Default

    mahalo - that part of their service just didn't feel right to me.
    Travel light. The baggage of the past can only hold you back.




    “Decluttering isn't just simplifying your life. It's having a vision, setting new priorities and using those notions to get rid of obstacles.”
    — Peter Walsh
    __________________
    Digg this Post!Add Post to del.icio.usBookmark Post in TechnoratiTweet this Post!Share on FacebookSpurl this Post!Reddit!Wong this Post!
    Reply With Quote Reply With Quote
  9. 02-12-2010, 02:20 PM #9
    monkeywrangler71
    monkeywrangler71 is offline
    Moderator monkeywrangler71's Avatar
    Join Date
    Oct 2006
    Location
    Nova Scotia
    Posts
    3,864
    Post Thanks / WTG / Hug
    Blog Entries
    9
    Rep Power
    24

    Default

    I use Quicken and love it as much as I can possibly love something that forces me to run Windows on my Mac.

    There are free applications out there, and someone recommended one a long time ago. If I can find the thread I'll post the link.
    Digg this Post!Add Post to del.icio.usBookmark Post in TechnoratiTweet this Post!Share on FacebookSpurl this Post!Reddit!Wong this Post!
    Reply With Quote Reply With Quote
  10. 02-12-2010, 02:33 PM #10
    monkeywrangler71
    monkeywrangler71 is offline
    Moderator monkeywrangler71's Avatar
    Join Date
    Oct 2006
    Location
    Nova Scotia
    Posts
    3,864
    Post Thanks / WTG / Hug
    Blog Entries
    9
    Rep Power
    24

    Default

    Check register software

    The other free one mentioned was mint, which I guess is the one you've already ruled out.
    Digg this Post!Add Post to del.icio.usBookmark Post in TechnoratiTweet this Post!Share on FacebookSpurl this Post!Reddit!Wong this Post!
    Reply With Quote Reply With Quote
  11. 02-12-2010, 02:40 PM #11
    mauimagic
    mauimagic is offline
    Moderator mauimagic's Avatar
    Join Date
    Mar 2009
    Location
    Maui, Hawaii
    Posts
    17,527
    Post Thanks / WTG / Hug
    Blog Entries
    53
    Rep Power
    103

    Default

    I backed off mint when I saw what they wanted, but will still check it out to see if that's a requirement or a suggestion. Mahalo for the link!!
    Travel light. The baggage of the past can only hold you back.




    “Decluttering isn't just simplifying your life. It's having a vision, setting new priorities and using those notions to get rid of obstacles.”
    — Peter Walsh
    __________________
    Digg this Post!Add Post to del.icio.usBookmark Post in TechnoratiTweet this Post!Share on FacebookSpurl this Post!Reddit!Wong this Post!
    Reply With Quote Reply With Quote
  12. 02-12-2010, 02:43 PM #12
    monkeywrangler71
    monkeywrangler71 is offline
    Moderator monkeywrangler71's Avatar
    Join Date
    Oct 2006
    Location
    Nova Scotia
    Posts
    3,864
    Post Thanks / WTG / Hug
    Blog Entries
    9
    Rep Power
    24

    Default

    Personally, I wouldn't be comfortable with any web based app that is storing your data or passwords. Companies get hacked and information gets stolen all the time. I only keep financial data on my local machine.
    Digg this Post!Add Post to del.icio.usBookmark Post in TechnoratiTweet this Post!Share on FacebookSpurl this Post!Reddit!Wong this Post!
    Reply With Quote Reply With Quote
  13. 02-12-2010, 02:48 PM #13
    mauimagic
    mauimagic is offline
    Moderator mauimagic's Avatar
    Join Date
    Mar 2009
    Location
    Maui, Hawaii
    Posts
    17,527
    Post Thanks / WTG / Hug
    Blog Entries
    53
    Rep Power
    103

    Default

    Good advice. Mahalo!!
    Travel light. The baggage of the past can only hold you back.




    “Decluttering isn't just simplifying your life. It's having a vision, setting new priorities and using those notions to get rid of obstacles.”
    — Peter Walsh
    __________________
    Digg this Post!Add Post to del.icio.usBookmark Post in TechnoratiTweet this Post!Share on FacebookSpurl this Post!Reddit!Wong this Post!
    Reply With Quote Reply With Quote
  14. 02-12-2010, 04:47 PM #14
    Preston
    Preston is offline
    Registered User Preston's Avatar
    Join Date
    Aug 2007
    Posts
    573
    Post Thanks / WTG / Hug
    Rep Power
    8

    Default

    Quicken here. Easey to use. But I do not pay through quicken, I just track through them. I do not want anybody besides me accessing my info. Period.


    --

    "It doesn't matter how hard you hit, it's how hard you can get hit and keep moving forward. That's how winning is done." - Rocky Balboa

    Story of my life. In 2007 we had 78000 worth of debt, and we climbed out under it, on top of paying for a surgery with cash, bought a house, had a foundation shift and $11000 in repairs later we are good to go.. then I hear the words "I'm pregnant!"
    Digg this Post!Add Post to del.icio.usBookmark Post in TechnoratiTweet this Post!Share on FacebookSpurl this Post!Reddit!Wong this Post!
    Reply With Quote Reply With Quote
« Previous Thread | Next Thread »

Similar Threads

  1. Planning and record keeping: How do you do it?
    By DiJon in forum Homesteading and gardening
    Replies: 4
    Last Post: 03-23-2012, 01:48 PM
  2. Free Financial Booklets from Thrivent Financial
    By daddys3chicks in forum Freebies
    Replies: 1
    Last Post: 11-23-2005, 02:35 PM
  3. When you set your VCR to record.......
    By KKCondrey in forum General Chat
    Replies: 8
    Last Post: 05-20-2005, 03:31 PM
  4. Joke.....The record
    By Julia Kimber in forum Support
    Replies: 4
    Last Post: 01-15-2005, 08:53 PM
  5. Printable Record Keeping Forms
    By QuilterMom in forum Education
    Replies: 2
    Last Post: 07-21-2004, 05:06 PM

Tags for this Thread

Bookmarks

Posting Permissions

  • You may not post new threads
  • You may not post replies
  • You may not post attachments
  • You may not edit your posts
  •  

Forum Rules