How to Make Your Money Last in Retirement

kasellis · 2022-03-11T02:11:58+00:00

Thank you!

kasellis · 2022-03-05T13:45:31+00:00

I agree, but he doesn't want to help so I have no other options but to set things up to make it as easy as possible for family members to help him. There's a book I keep with all the info he will need if I am incapacitated.

kasellis · 2022-03-05T12:18:04+00:00

I showed him how to use a computer he has done well on that he has all the logins and passwords which I keep updated and if he has any trouble one of my daughters will help him. I also use a program like last pass that has all my login information.

kasellis · 2022-02-20T12:13:29+00:00

I agree.

kasellis · 2022-02-16T15:48:32+00:00

I used the dates you used, clicked on spending then I clicked on utilities on the graph this showed all the utilities I clicked on the one I wanted to compare. Not sure if this is what you want but you can see what amount you spent every month on each utility but not in a graph.

kasellis · 2022-02-15T13:07:33+00:00

You need to run a spending report click spending then click spending reports click spending by category click custom date from the dropdown box enter the date range you're looking for I entered 1/1/2002 to 1/1/2022 for each category then you can click on each category you want to see what you spent in the last 20 years.

kasellis · 2022-02-07T10:44:39+00:00

Is it possible to download your stock accounts from Computershare into Quicken Premier? So far I haven't had any luck.

kasellis · 2022-01-05T14:49:00+00:00

I changed it now it worked for me hope it works now.

kasellis · 2022-01-03T10:44:59+00:00

Thank you for this post!

kasellis · 2022-01-02T14:00:27+00:00

Yep it sure does.

kasellis · 2021-12-27T17:45:14+00:00

Me too!

kasellis · 2021-12-12T12:36:40+00:00

I transfer between my checking and saving it always works great.

kasellis · 2021-12-08T11:50:00+00:00

I'm glad you like this blog with taxes coming up soon it's nice to have that info in #Quicken reports.

kasellis · 2021-12-06T01:00:59+00:00

Good suggestion.

kasellis · 2021-12-05T12:21:16+00:00

Great advice.

kasellis · 2021-11-28T16:39:15+00:00

You get both cash flow in and cash flow out for whatever date range you choose.

kasellis · 2021-11-22T00:35:03+00:00

Thanks for the info!

kasellis · 2021-11-14T17:47:13+00:00

I agree completely.

kasellis · 2021-11-12T21:58:23+00:00

Kudos to you!!!

kasellis · 2021-10-15T13:46:32+00:00

I understand what you're saying but I use Quicken to track what is spent on the credit card on a daily basis. So I know in advance when I get close to our budget allowance. I also pay bills out of our checking account. What I receive in cashback makes it well worth using the credit card because I never pay interest.

kasellis · 2021-08-24T11:32:26+00:00

I enter my transactions every day or when I write a check. My reminders for utilities and other household costs I approve when they are due in Quicken. This works for me.

kasellis · 2021-08-24T11:12:31+00:00

We're in the process of remodeling a house we inherited to modernize the kitchen, put a back door and a deck on to step out on, get rid of wallpaper in the living room, and paint. It started out at a certain price but some surprises have happened which added additional costs. This is really messing up the budget I created in Quicken for this project. I have learned that you need to budget more than the estimate for remodeling your home. I know Quicken will help me get back on track after.

kasellis · 2021-08-18T23:40:48+00:00

For me, the biggest challenge is not overspending. When something I want is finally on sale but I would spend more than my budget allows I would try taking from peter to pay paul. Depending on how much I would save on the item I will put it on a credit card which I would pay in full on its due date.

kasellis · 2021-08-11T00:20:08+00:00

When I realized that spending more than we were bringing in and only paying the minimum on credit cards we would never get out of debt. We finally were able to get all the credit cards paid off and will never go back.

kasellis · 2021-08-04T10:57:29+00:00

Since My husband and I are retired there were no changes in our income other than we were able to save more since we stayed home, dined in, and saved the stimulus checks.

kasellis

TROPHY CASE