Money management

Are you looking for a way to keep track* of your finances? Do you own a business, but don’t know until the end of the year whether you are making a profit*? Do you have QuickBooks®* on your computer, but you don’t know how to fully use it?

Knowing how much money you have coming in and how it is being spent, gives you the power to make spending decisions that will bring you closer to your financial goals.


I have found QuickBooks® to be a user-friendly way to track all the financial aspects of a small business without needing to understand double-entry accounting.  It can be used to monitor expenses, create invoices and reports, track change orders and job status, and manage inventory, customers, vendors and employees. 

If you just need to track personal finances*Quicken®* is a good solution for money management, budgeting, and tracking investments with the capability of automatically downloading transactions from your financial institutions.


Would you like assistance with QuickBooks® or Quicken®?

I have no affiliation with the links above. I will not receive a commission if you click through and make a purchase.

*In Other Words…

keep track: (verb) – to be aware of how something is changing

profit: (noun) –a financial gain, esp. the difference between the amount earned and the amount spent in buying, operating, or producing something

QuickBooks®: (noun) – a small business accounting software developed by Intuit, Inc.

personal finances: (noun) – the management of money and financial decisions for a person or family including budgeting, investments, and retirement planning

Quicken®: (noun) – a personal finance management tool developed by Quicken Inc. (formerly part of Intuit, Inc.).