Comments on: Managing All Of My Accounts Without Losing My Mind http://www.ncnblog.com/2008/03/10/managing-all-of-my-accounts-without-losing-my-mind/ Debt Reduction Rocks - We Are Living Debt Free! Sat, 21 Nov 2009 11:44:22 -0800 http://wordpress.org/?v=2.8.6 hourly 1 By: Brandon T http://www.ncnblog.com/2008/03/10/managing-all-of-my-accounts-without-losing-my-mind/comment-page-1/#comment-96503 Brandon T Sun, 16 Mar 2008 20:44:35 +0000 http://www.ncnblog.com/2008/03/10/managing-all-of-my-accounts-without-losing-my-mind/#comment-96503 Microsoft Money. I'm sure Quicken or any other software tool is just as good, but I personally prefer Money. Any time I shop, go thru the drive-thru, ATM machine, really anything, I ALWAYS GET THE RECIEPT. I put the reciept in my pocket. When I get home, I drop all of the reciepts on my desk next to my computer. On Sundays and Tuesdays (I get off work early on Tuesdays), I sit down and plug in everything off the reciepts into Money (with the respective caegories). After doing so, I log on to my banking website and mark the items that have posted/cleared. Now, I have a snapshot of all my accounts and up to date balances (not having to worry if I forgot about a transaction that hasn't posted yet that affects my available balance). If there is anything fishy going on, I know right away. Microsoft Money. I’m sure Quicken or any other software tool is just as good, but I personally prefer Money. Any time I shop, go thru the drive-thru, ATM machine, really anything, I ALWAYS GET THE RECIEPT. I put the reciept in my pocket. When I get home, I drop all of the reciepts on my desk next to my computer. On Sundays and Tuesdays (I get off work early on Tuesdays), I sit down and plug in everything off the reciepts into Money (with the respective caegories). After doing so, I log on to my banking website and mark the items that have posted/cleared. Now, I have a snapshot of all my accounts and up to date balances (not having to worry if I forgot about a transaction that hasn’t posted yet that affects my available balance). If there is anything fishy going on, I know right away.

]]> By: Jesse http://www.ncnblog.com/2008/03/10/managing-all-of-my-accounts-without-losing-my-mind/comment-page-1/#comment-95317 Jesse Tue, 11 Mar 2008 22:15:56 +0000 http://www.ncnblog.com/2008/03/10/managing-all-of-my-accounts-without-losing-my-mind/#comment-95317 I really like what Mint.com has done so far - Ive been using it and it does a pretty great job of keeping track of everything. I really like what Mint.com has done so far – Ive been using it and it does a pretty great job of keeping track of everything.

]]> By: tracy ho http://www.ncnblog.com/2008/03/10/managing-all-of-my-accounts-without-losing-my-mind/comment-page-1/#comment-95086 tracy ho Tue, 11 Mar 2008 08:36:54 +0000 http://www.ncnblog.com/2008/03/10/managing-all-of-my-accounts-without-losing-my-mind/#comment-95086 using Favorites to keep all my bank contact , a short cut way of getting contact & settle my outstanding payment . keep us update , thanks , Tracy Ho wisdomgettingloaded using Favorites to keep all my bank contact , a short cut way of getting contact & settle my outstanding payment .

keep us update , thanks ,

Tracy Ho
wisdomgettingloaded

]]> By: Cynthia http://www.ncnblog.com/2008/03/10/managing-all-of-my-accounts-without-losing-my-mind/comment-page-1/#comment-95004 Cynthia Tue, 11 Mar 2008 03:15:08 +0000 http://www.ncnblog.com/2008/03/10/managing-all-of-my-accounts-without-losing-my-mind/#comment-95004 Coincidentally, I use a system very close to yours. I open my budget spreadsheet (in Excel) and my accounts (in Firefox) using the different tab feature as well. I only have a few accounts so it doesn't take me long. I make sure everything is how it should be, update my budget and log out for the evening. Coincidentally, I use a system very close to yours. I open my budget spreadsheet (in Excel) and my accounts (in Firefox) using the different tab feature as well. I only have a few accounts so it doesn’t take me long. I make sure everything is how it should be, update my budget and log out for the evening.

]]> By: Carl Feldhaus http://www.ncnblog.com/2008/03/10/managing-all-of-my-accounts-without-losing-my-mind/comment-page-1/#comment-94999 Carl Feldhaus Tue, 11 Mar 2008 02:36:32 +0000 http://www.ncnblog.com/2008/03/10/managing-all-of-my-accounts-without-losing-my-mind/#comment-94999 Yodlee.com its what I use and its what most banks use like BofA. Its nice to have all your accounts showing on one screen. Yodlee.com its what I use and its what most banks use like BofA.

Its nice to have all your accounts showing on one screen.

]]> By: SingleGuyMoney http://www.ncnblog.com/2008/03/10/managing-all-of-my-accounts-without-losing-my-mind/comment-page-1/#comment-94957 SingleGuyMoney Mon, 10 Mar 2008 22:24:40 +0000 http://www.ncnblog.com/2008/03/10/managing-all-of-my-accounts-without-losing-my-mind/#comment-94957 I just have everything bookmarked under a financial folder and then further categorized by banking, investment, utilities and credit cards. It's not that complicated but I can streamline it a bit. I just have everything bookmarked under a financial folder and then further categorized by banking, investment, utilities and credit cards. It’s not that complicated but I can streamline it a bit.

]]> By: TFB http://www.ncnblog.com/2008/03/10/managing-all-of-my-accounts-without-losing-my-mind/comment-page-1/#comment-94903 TFB Mon, 10 Mar 2008 19:18:01 +0000 http://www.ncnblog.com/2008/03/10/managing-all-of-my-accounts-without-losing-my-mind/#comment-94903 First I cut down my number of accounts to minimum: 1 checking, 3 credit cards, 1 brokerage account. Then I use Microsoft Money. Two clicks download them all. First I cut down my number of accounts to minimum: 1 checking, 3 credit cards, 1 brokerage account. Then I use Microsoft Money. Two clicks download them all.

]]> By: Damsel http://www.ncnblog.com/2008/03/10/managing-all-of-my-accounts-without-losing-my-mind/comment-page-1/#comment-94896 Damsel Mon, 10 Mar 2008 19:10:08 +0000 http://www.ncnblog.com/2008/03/10/managing-all-of-my-accounts-without-losing-my-mind/#comment-94896 Great idea! Thanks so much... I really need help on this. Great idea! Thanks so much… I really need help on this.

]]> By: No Debt Plan http://www.ncnblog.com/2008/03/10/managing-all-of-my-accounts-without-losing-my-mind/comment-page-1/#comment-94879 No Debt Plan Mon, 10 Mar 2008 17:51:28 +0000 http://www.ncnblog.com/2008/03/10/managing-all-of-my-accounts-without-losing-my-mind/#comment-94879 That's genius. Not sure why I never thought of doing this. Setting it up right now! That’s genius. Not sure why I never thought of doing this. Setting it up right now!

]]> By: Meagan http://www.ncnblog.com/2008/03/10/managing-all-of-my-accounts-without-losing-my-mind/comment-page-1/#comment-94842 Meagan Mon, 10 Mar 2008 15:56:05 +0000 http://www.ncnblog.com/2008/03/10/managing-all-of-my-accounts-without-losing-my-mind/#comment-94842 Great idea! For me, I have Bank of America and they offer this 'My Portfolio' option. I have everything set up in one place and it even does my net worth calculations for me! Did I mention it's free? Great idea! For me, I have Bank of America and they offer this ‘My Portfolio’ option. I have everything set up in one place and it even does my net worth calculations for me! Did I mention it’s free?

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