Finance Tracking

If you aren’t reconciling your checking account, purchases, or your credit card statement, you need to start doing this in 2019!

Get the software. I love Quicken for tracking small accounts like personal or small business expenses. I have a love/hate relationship with QuickBooks, which suffers from “feature-itis.” Talk to your accountant to get input from a professional and use the finance software to get things reconciled! Did you know that most folks under 40 were never taught HOW to reconcile a checking account? True. Ask your friends.

Your accountant will love you for putting your data on computer instead of using a box for all your receipts. Plus, putting your data on computer means your accountant is faster at processing your returns so you will PAY LESS for the help!

What software do you use? What software do you want to learn?

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About Tina

I started in 1996 with the help of my husband. Now I get to help people make all kinds of soaps and bath and body products. I think my favorite things to make are lip balms and lotions/creams. Of course I get most of the soap technical support questions because that is my strong knowledge area. Glad this blog is here!

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