7 Comments
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Cosmo P DeStefano's avatar

I’ve been using Quicken for 30+ years, since the DOS days, when “the cloud” meant weather.

It’s not just about tracking transactions. It’s about seeing how today’s choices quietly compound into tomorrow’s outcomes. Most people miss that. Quicken makes it hard to ignore.

Anne's avatar

I used to use quicken a long time ago, but kept having to do too many manual updates so it lost its value when I didn’t keep maintaining it. But you inspired me to go back to it since hopefully in the next five years, I’ll be heading into retirement and definitely need to get the budget under control as we make that transition. Thanks for sharing your system!

Abdullah Al Bahrani's avatar

I hope it’s improved since you last tried it. For me, the issue arises with the connection with smaller financial institutions.

Jadrian Wooten's avatar

I track money coming and money going out, but don't get too bogged down in what I'm spending it on. As long as I'm putting money in my HYSA at the end of the month, I'm happy.

Abdullah Al Bahrani's avatar

I hear you! I am glad you have a system that works for you.

Robert Puelz's avatar

46% of respondents use Excel to track expenses and 23% use software. History is a start.

But, most people are interested in a better financial future and need a link from the past to the future.

That is economics-based planning, and why I brought my class to Substack.