article thumbnail

Helpful Budgeting Tools to Keep You On Track

Success

You likely want to develop new money habits and feel like you’re in control of your finances. They provide a ready-made structure that you can use to manage your finances and take your budget with you. Many apps link to your bank and investment accounts and download transactions automatically.

Budget 246
article thumbnail

Using a Financial Planning Checklist Can Help You Meet Your Goals

Success

If you like having hard copies of information in front of you, print out statements from the last quarter, and use highlighters or other color-coding to sort your expenses into different groups. Subtract your net income from your net expenses.

Goals 307
Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

How to create and send invoices

Karen Vivarelli

If this is you, keeping your expenses low is pretty important especially if you’re not bringing in consistent cash yet. If you want an easy to use spreadsheet to plug in your start-up costs, income and expenses you’ll want to check out my Financial Planning for your Business spreadsheet. Without having to be a designer.

article thumbnail

What electronic record-keeping software best fits your needs?

BMT Office Administration

However, making the switch to electronic record-keeping often isn’t as expensive or cumbersome as small business owners think. More expensive than basic file storage options. eFileCabinet is a document management software that is popular with HR, finance, IT, and legal teams due to its security features. eFileCabinet.

Filing 98
article thumbnail

Is Mint the Best Budgeting App for Me?

Success

Although there are some drawbacks, the robust features that Mint offers make it a good choice for those seeking help keeping track of their finances. Mint also offers educational resources to help you learn about personal finance and various calculators to help you with your retirement planning , debt repayment timeline or savings rate.

Budget 242
article thumbnail

How I Use Hazel

Productivityist

It got rid of all of the junk left behind when you discard an app, and that’s something that is extremely valuable if you download and test a lot of apps. Moves my invoices and receipts in a similar fashion as above, allowing me to easily deal with my income and expenses throughout the year. Imports all of my saved PDFs into Evernote.

Dropbox 48
article thumbnail

Best Business Technology for Small Businesses & Their Owners (28 ideas from them to you!)

Stephanie LH Calahan

You can easily track personal and business finances, quickly see the profit/loss of the business, create invoices, review financial reports, import data AND easily transfer information to Turbo Tax (another program I'd recommend!) . Remember when card readers were large, complicated, and expensive? Can't Live Without Google.