This week I took on the task of converting my Microsoft Money account information to Quicken Premier 2009. The process was fairly straightforward thanks to detailed information provided by Intuit (the makers of Quicken). It took about an hour to get Quicken completely set up and ready to use.
Are you a former Microsoft Money user who needs [...]

Posted September 16, 2009 in Organization by Brian | Comments?

As part of my effort to organize myself for the New Year, I’ve found that I’m starting to become a pack rat with papers.
While I was busy purging paper and backing up the electronic data, I realized that when we don’t know how long to keep something, we end up keeping it forever… or not [...]

Posted January 19, 2009 in Organization by Madison | 9 Comments

I’ve always used Microsoft Money. Why? Because it came installed on my computer back in 1997, when I started tracking my money really closely. Even since then, I’ve just continued with it. Good reason, right?
MS Money Stops Yearly Updates
I felt pretty confident with my setup until one of my fellow About.com guides, Shelley, burst my [...]

Posted October 17, 2008 in Organization by Madison | 7 Comments

Since we’re off on vacation, here’s a timely reminder to get your finances in order for vacation. This post originally appeared at My Two Dollars.
Taking time off and traveling is fun, relaxing and sometimes stressful. Planning ahead and getting your finances in order before you travel will allow you to get the most out [...]

Posted July 15, 2008 in Organization, Travel by Madison | 3 Comments

We’re half way through 2008. It’s a great time to do a mid-year checkup of your financial situation. Here are a few of the topics that I like to revisit in the summer to make sure that we are on track!
1. Asset allocation rebalancing. Have you rebalanced your portfolio lately? With the decline in the [...]

Posted July 7, 2008 in Goals, Insurance, Investing, Organization, Savings by Madison | 10 Comments