Taxes, spreadsheets, budgets, money files… Is your computer command central for your financial life? When was the last time you backed up your data?
Data Loss Statistics reveal that “More than 22 percent [of computer users surveyed] said backing up information is on their to-do list, but they seldom do it” and “nine percent [...]

Posted April 14, 2008 in Organization | 11 Comments »

Dear Mr. Dupaix,
We have a wonderful marriage and great kids. We found a great way to divide household responsibilities and it works well for us. However, since I handle the finances, there’s some important information you will need. Here’s a guide of what you need to do financially for our family.
As I’ve always handled the [...]

Posted February 28, 2008 in Organization | 7 Comments »

In our million dollar credit limit article, readers asked how I keep organized with 89 credit cards. I introduced the series of my organizational system in my billpay and anti-filing system. As I shared, Microsoft Money is the center of my strategy. Here’s my tips, tricks and troubleshooting for using Microsoft Money Home and Business [...]

Posted February 13, 2008 in Organization | 1 Comment »

I’ve come up with an easy strategy to take the pain out of doing our taxes. We have lots of accounts, but doing our taxes is actually relatively easy based on some simple organization techniques.
Replacing all the forms and data with one list makes the process quick and easy. Here’s how I organize our tax work from [...]

Posted January 17, 2008 in Organization, Taxes | No Comments »

This is the second post in an ongoing series about about how I organize my finances with lots of accounts; read the first one about bill pay and filing for 181 accounts.
A reader left the following comment in the credit card debate:
I don’t have enough time in the morning to check 89 credit card accounts!  I don’t even want to think of [...]

Posted January 16, 2008 in Credit cards, Debt, Intermediate, Organization | 10 Comments »