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10 Best Financial Management Tools for Personal and Professional Use

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So, if you are keeping up with income and expenses, you can quickly pull the data without much thought. The formulas are very similar to those in Excel, so you don’t have to learn anything new if you’re accustomed to using Microsoft. This can help you figure out how much to allocate to this expense each month. No problem.

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Make Procedures Development a Habit, Not a Project

All Things Admin

Or you may have set days of the week where you do certain reports or perform routine tasks like expense reporting or payroll. We must learn to work with our brains instead of against them. For example, you may allocate specific time periods throughout the day to check email or send out meeting agendas and reminders.

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