As featured in The Wall Street Journal, Money Magazine, and more!

Software

Giveaway: Free Quicken Rental Property Manager 2.0

by Luke Landes

This giveaway is now over. I have a copy of Quicken Rental Property Manager 2.0 to give away. I’ve never used the software before, so I can’t provide any reviews. I don’t see owning rental properties in my near future, so I’d like to send the CD-ROM off to someone who will be able to […]

65 comments Read the full article →

Wachovia to Start Charging for Direct Access to Quicken

by Luke Landes

Along with my monthly checking and savings account statement, I received the following notice in the mail: Important Message for Personal Account Holders Who Use Quicken, QuickBooks, or Microsoft Money Beginning April 1, 2007, a monthly fee of $5.95 will be assessed if you access Wachovia Online Banking directly from within your personal financial management […]

12 comments Read the full article →

Quicken Hack: How to Track Airline Miles or Points

by Luke Landes

One of the features I liked when I used Microsoft Money was the ability to track airline miles or points. I didn’t accumulate many, but it was good to see what I had available in one place rather than going to the individual airline websites. I switched to Quicken and I was disappointed to find […]

34 comments Read the full article →

Quicken 2007 Revisited: A Little Better But Far From Perfect

by Luke Landes

A few months ago, after using the software for some time, I came to the conclusion that Quicken 2007 Home & Business was horrible. There were too many bugs distracting me from using the software the way it was intended. Downloading transactions through Direct Connect for my 401(k) no longer works… Quicken 2007 introduced a […]

20 comments Read the full article →

Do Not Upgrade to Quicken 2007, It’s Horrible

by Luke Landes

If you have been considering upgrading to Intuit’s Quicken 2007, don’t. More than a month ago, I upgraded from Quicken Home & Business 2006 to Quicken Home & Business 2007, and many things have not gone smoothly since the transition. Many of the new features that the company claims to have been added to the […]

16 comments Read the full article →

Free Software to Make Your Computer Run Better, Stronger, Faster

by Luke Landes

These tools are indispensible. When I coach people through buying and setting up computers, I always suggest they forego the software pack that comes with computers purchased at Circuit City, Best Buy, and any number of manufacturer-direct shops, and install the following free software instead. AVG Free Anti-Virus. This anti-virus scanner is as good as […]

14 comments Read the full article →

Excel Template for Net Worth Report (Balance Sheet)

by Luke Landes

The way I create my personal balance sheet is similar to the process I just described for my income and expense report. I export a net worth report from Quicken, customized to include all my accounts through the end of the reporting month, and import the data into Excel. My personal template is linked directly […]

12 comments Read the full article →

Excel Template for Income and Expense Report

by Luke Landes

Related: Excel Template for Net Worth Report (Balance Sheet). And when you’re done, learn to make accurate predictions. In order to create my Income Statements (here is the latest for example), I use two main tools. All of my transactions are entered into Quicken. I used to use Microsoft Money but I switched a few […]

9 comments Read the full article →

Tracking Restricted Stock in Quicken

by Luke Landes

As I mentioned earlier today, employees in my company have been granted restricted stock, vesting in three years. I decided to do some research to try to determine how to track the value in Quicken, which I use for tracking my personal finances. From what I can tell through some Google research, you don’t track […]

17 comments Read the full article →
Page 4 of 41234