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I need someone to setup Quicken for my husband's and my personal finances. Our goal is to create a budget and have you compare our actual spending to our budget and see where we need to cut back. We have 2 bank accounts and 4 credit cards. 2 of the credit cards have only 0-4 charges a month. One of the bank accounts has 1-4 charges a month and the other one has 1-4 charges a day. We would like you to go back to Jan and get caught up and then we would like to hire you on a monthly basis. I know that i would need to categorize the expenses for you and i am open to letting you download the monthy info or I could download it and send it to you or we could use gotomypc and you could access Quicken and my statements on my computer. IS that how you would do it, or do you have another way?
We need this help because I have a chronic illness and I don't have the energy to do our finances. Also, i have created a budget in excel of what we want to be spending. can you enter that...
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