How Long Do You Really Need to Keep Those Papers?

Posted by Madison on May 16, 2017

How long do you need to keep records? When we don’t know how long to keep something, we end up keeping it forever… or not at all. Being organized is not the same thing as keeping all papers and financial records forever! How long do you need to keep bank statements? How long do you […]

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8 Easy Ways to Organize and Simplify Your Bills

Posted by Kristen on January 5, 2017

Get organized and simplify your bill paying process. It’s one of the most popular ways to get your personal finances organized. One of the most common New Year’s Resolutions people will make this year is to get organized. While it is always helpful to get organized around the house by cleaning out closets, under the […]

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22 Ways to Eliminate Financial Clutter

Posted by Madison on September 19, 2016

My brain and my workspace are very cluttered. I tell myself this is an acceptable behavior for someone who is juggling multiple businesses and taking advantage of great financial opportunities. But in reality, I may just be messy and scatterbrained. Some distinct areas are very organized, like tracking my credit card application sprees, however, other […]

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Tackle Your Financial Clutter in 10 Minutes Today

Posted by Adrienne on October 19, 2015

Are you drowning in financial clutter? Have you been meaning to set-up online banking but never got around to going through the registration process? Been a while since you comparison shopped car insurance? Haven’t checked your credit report in the past year? Never changed your account beneficiaries? You get the idea. What is Financial Clutter? […]

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GoWallet App to Track Gift Cards

Posted by Madison on October 8, 2012

Anytime I can pick up gift cards with a nice discount or prepaid cards from a sign up bonus, I do. After the $3,000 Credit Card Application Spree, I redeemed lots of points for discounted gift cards with American Express Points and Chase Ultimate Rewards Points. In addition, I also have a bunch of American […]

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AwardWallet Point Tracking with Free Upgrade

Posted by Madison on June 28, 2011

Every time we take advantage of a new bonus and sign up for a new offer or program, it makes keeping track of frequent flyer miles, credit cards rewards programs, and loyalty rewards programs a mess. Add in the quarterly switching of credit cards and maximizing various online shopping cash back programs and remembering to […]

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Quicken Tip List Former Money Users Will Like

Posted by Madison on November 22, 2010

Ever since Microsoft Money discontinued their product, I’ve worked on converting from Microsoft Money to Quicken. But there have been some bumps in the road. Most of them are just little things that can be fixed, but finding the answers has been time consuming! I’ve been making a running list of the topics I needed […]

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Goodbye Microsoft Money, Hello Quicken

Posted by Madison on May 13, 2010

Since Microsoft Money discontinued their product, I’m in the process of a huge conversion of our personal finance software. After reviewing most of the money management software available, I decided to go with the market leader, Quicken. A large part of the decision was based on the converter that Quicken is perfecting for Microsoft Money […]

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How to Convert from Microsoft Money to Quicken

Posted by Brian on September 16, 2009

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 […]

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New Year’s Resolution: Organization and Execution

Posted by Madison on January 6, 2009

My New Year’s Resolution: Organization. Actually, execution. And I guess, I’m not alone! Organization is one of the Top 10 New Year’s Resolutions this year. Prior Year Resolutions 2007 was easy, I had one focused goal: to stop couponing excessively. 2008 on the other hand, got a little carried away. I had 8 goals, and […]

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