Archive for the ‘Basics’ Category

Organizing for taxes and beyond, Part 2: Painting the broad strokes

Tuesday, January 25th, 2011

In Part 1 of this series, I explained the motivation for cracking out Quicken to get a handle on our family's finances for this year's tax season and beyond.  I began by entering  our primary checking account's transactions for 2010.  Along the way, I created accounts in Quicken for the ...

Organizing for taxes and beyond, Part 1: Breaking out Quicken

Monday, January 17th, 2011

This weekend I told my newsletter subscribers that I was starting up on my taxes.  Since I have about three months left, there's plenty of time to try to do it right, and set up an organized set of financial records in the process.  I'm starting with a lot of ...

Money-tracking advice so simple, that it just might work?

Saturday, January 1st, 2011

Bart, over at the Personal Finance and Money Stack Exchange site, lacks discipline with tracking his finances.  He asks: I have had very little success with managing money. I have gone bankrupt once ($50K in credit card debt) and since then I no longer have credit cards (just ...

Seven things to do when facing a pay freeze

Tuesday, December 14th, 2010

The end-of-year holidays are festive for most people: attending parties, decorating, giving gifts, listening to music, visiting family, eating a bit too much. At work it sometimes means announcement of raises or year-end bonuses when there's profit to be shared.  People may be entering the new year with a fatter wallet ...