Keeping organized (Quicken, Mint, etc.)
Apr 23, 2013 | 1:36 pm
#16
Join Date: Feb 2013
Location: San Antonio
Programs: AS MVP
Posts: 2,276
My wife is an accountant and certified Quickbooks advisor, so we have ours set up like any business. As far as paying the bills, I pay before the statement posts if I'm over 25% on a card, or shortly after it posts. I look at all of my accounts at least once a week. Google calendar for calling to cancel. And a spreadsheet for everything else.
Apr 24, 2013 | 6:52 am
#17
In memoriam
Join Date: Jan 2006
Posts: 4,020
Take a look at expensify.com. I have been very happy with the free version which downloads transactions for all my Citi, Barclays, Chase etc. cards in one place and lets me use categories to set up reports for tax etc. purposes.
In fact, it was a kindly FTers who first suggested expensify to me. And, it does what I have been looking for for years.
Other than that, I scan all apps, statements, term changes, contracts into Paperport using a Fuji Scansnap.
In fact, it was a kindly FTers who first suggested expensify to me. And, it does what I have been looking for for years.
Other than that, I scan all apps, statements, term changes, contracts into Paperport using a Fuji Scansnap.
Apr 24, 2013 | 7:11 am
#18
Join Date: Jan 2012
Posts: 757
Mint for pulling the transactions to one place.
Google spreadsheet for the rest.
I have a few tabs, but the ones I use most are a tab with all my point balances and program account numbers, and then the one where I am tracking my current min spends (w/mint data manually entered). Once a bonus posts I delete it from my min spend tab. On to the next one.
I also keep a history tab with the dates I applied for and canceled various cards.
Google spreadsheet for the rest.
I have a few tabs, but the ones I use most are a tab with all my point balances and program account numbers, and then the one where I am tracking my current min spends (w/mint data manually entered). Once a bonus posts I delete it from my min spend tab. On to the next one.
I also keep a history tab with the dates I applied for and canceled various cards.