2021 New Year’s Resolution: Five Proven Habits That Make It Easy to Manage Your Money

Nothing makes your personal finances easier than having solid data you’ve maintained all year long. With digital records, you can look up just about anything. Your tax deductible business expenses. How much you spent on groceries, month by month. Even the name of the jeweler who fixed your grandmother’s necklace.  If you’ve been meaning to get organized and take control of your finances, the new... Continue reading

10 Things to do in Quicken before the end of the year

As the year winds down, there’s no better time to catch up on your finances. These 10 things to do in Quicken will help you bring your finances up to date, set the right budget, maximize your savings, get a head start on tax season, and start your 2021 finances off on the right foot. 1. Get up to date Even if you usually keep your finances up to date, it’s easy to get behind from time to time,... Continue reading

Quicken Stories: Nancy Colt

Quicken user Nancy Colt has a head for numbers. When she first married Mike, her spontaneous and creative husband, he had multiple checkbooks scattered across their home and office and a sporadic trail of receipts. Nancy first bought Quicken to make their joint taxes easier. As the couple prospered and their asset portfolio became more complex, Quicken helped her watch over their financial... Continue reading
Quicken Transfer Money

Need to Move Some Cash? Here’s How to Transfer Money From One Bank to Another

We live in an age of mobile-only bank accounts and online budgeting apps. And yet, figuring out how to transfer money from one bank to another without paying a fee can be surprisingly difficult.  The best option can depend on whether you want to transfer money between two accounts you own, or transfer money to someone else. The bank you have can also be important, as you may get slapped with a... Continue reading
Quicken Paul Gipson

Quicken Stories: Paul Gipson

Paul Gipson came up through the aerospace industry, watching far too many airlines go under—sometimes right beneath his feet. After 9/11, the company he worked for cut salaries across the board and significantly reduced their 401(k) contributions. He spoke with us to share his personal journey as well as how he used Quicken to keep his retirement plan on track. Paul’s background */ /*-->*/ “I... Continue reading
Quicken Robert Hill

Quicken Stories: Robert Hill, COO

Robert Hill started his career as an entry-level software engineer. Today, he’s the COO of a med-tech firm and a father of five. According to Robert, Quicken has been an integral part of helping him provide for his family. Read his Quicken story to learn how planning, tracking, and actively managing your finances can help you grow your net worth and support your life goals. Humble beginnings... Continue reading
Financial Illustrator

How to Improve Your Financial Literacy

April is financial literacy month. Officially kicked off by the federal government in 2004, financial literacy month is designed to raise public awareness around financial literacy and how we manage our money. And there’s at least one good reason to set aside an entire month for talking (and learning) finance: Money can really stress us out. A 2018 study by FINRA Investor Education Foundation... Continue reading
Spring Clean Finance

How to Spring Clean Your Finances

While the end of the year and subsequent new year’s resolutions may be one of the most popular times to review your personal finances and set new goals, it’s important to check in throughout the year. The start of spring aligns with the end of the first quarter of the year, a good point to spend a few hours and spring clean your finances. After you’re done with the household chores, that is. ... Continue reading
Quicken Adjusted Gross Income

Adjusted Gross Income: What Is it and How Does it Impact Your Taxes?

What is adjusted gross income? You’ve heard the term, of course. Perhaps your accountant mentions it in passing whenever you get your taxes done, or you recognize it as a line item on your annual tax returns. But without context, it’s hard to understand just how important it is.  Adjusted gross income (AGI) is your gross income— i.e., the total amount of money you’re paid before taxes are taken... Continue reading
Quicken Disposable Income

Disposable Income: What Is it and How Does it Affect your Finances?

The term “disposable income” is something of a misnomer. It sounds like fun money, but it’s quite the opposite. Also known as disposable personal income (DPI) or “take-home pay,” disposable income, is the amount of money available after taxes and other employee deductions have been taken out of your paycheck. It’s not truly “disposable” because it has to cover your family’s most essential needs... Continue reading

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