Maintaining quality financial records for a family, couple, or even an individual is vital to protect and safeguard your assets. Organized Instincts can help you quit frustrating searches of your records and regain the control you deserve. We work with individuals, pairs, and families to:
- Install financial systems and software including Quicken and similar products
- Deploy time saving tools
- Implement procedures to manage personal financial matters
We accomplish these objectives using simple tools and techniques that when combined together create lasting results. We offer a range of tools to satisfy both the computer beginner through dedicated techie.
Let us ask you this...
- Have you tried to use personal finance software but given up in frustration?
- Are you wondering where the manual for the software you just bought is?
- Do you waste precious time searching for important receipts and statements?
- Have you rescheduled a tax preparation meeting because records are missing?
- Are you having difficult managing your cash flow?
If you answered ‘yes’ to the questions above then we are here to help you identify the cause and then implement solutions tailored to resolve them. The Organized Instincts team has been working with personal financial software for over 8 years and accumulated thousands of hours of client experience just like yours. We can help you create a new file or clean up one you have been using for years.
Basic Software Setup and Training:
Perfect for new users of personal finance software or seasoned users who need more help mastering the basic steps of account set-up and categorizing transactions. We offer 1-on-1 training, using your real financial data, so you can see nearly instant results. If you want patient, user focused support or wonder where the software manual is located then email us today. Before you give up on personal finance software in frustration then give us a call.
During basic software training we will show you how to complete the basic software functions including:
Basic Software Training
| Basic File and Account Set-up |
Categorizing Purchases |
| Downloading Transactions |
Understand Common Account Types |
| Generate Basic Reports |
Reconciling Account Activity |
Intermediate Software Training:
A great option for users who are comfortable with the basic functions or experienced software users who are looking for more help upgrading their knowledge. Intermediate level users routinely update their information and have a minimum of three months of financial data.
Intermediate Software Training
| Understanding Transfers |
Using Class Feature |
| Customize Reports |
Manage Property & Debt |
| Using Tax Related Categories |
Memorized Payees & Renaming Rules |
Tight on time? When working on a tight deadline to have software up and running we can help get you from stumped to success in a few short hours. Call us today to schedule your training sessions.
Advanced Software Training:
After years of using software you finally realize the need for the most advanced features. Faced with a significant salary change, providing financial support for a loved one, or even launch of a new business venture suddenly creates the need for more tools. Many users have explored the budgeting section before but never completed the process. Or you are wondering what else it can do for you and your household finances.
Advanced Software Training Lessons
| Planning & Budgeting Modules |
Investment Portfolio Transactions |
| Software Conversions |
Exporting Data |
Set-up of Financial Data Record Systems
When you consistently waste precious time searching for important receipts and statements or reschedule valuable meetings with an advisor these actions signal that there exists an underlying problem. It might also signal that it's time for an records system upgrade.
A challenge for many households is maintaining the necessary financial documentation and eliminating the excess records. The main objective of keeping quality financial records is providing proof of expenditures and income for tax purposes but also for financial or legal disputes.
We can help you establish an easy financial filing systems for both your paper and electronic records. We help you determine which documents you need to keep or destroy. Our goal is to help our clients reduce the paper inflow, when appropriate. Remember that you must keep financial documentation for up to seven (7) years for tax archive purposes so some paper will still exist.
Developing a Financial Process As a Team Approach
We are frequently asked if you need a financial organizer if you already engage other professionals in your financial matters. At Organized Instincts our work enhances the services provided by your accountant, financial advisor, legal representatives or other members of your advisory team. We work together to develop a process that manages and maintains your personal financial records history. We will help develop written procedures on managing income records; bank, credit, loan accounts histories; budgets and financial reporting.
Organized Instincts is a fee-based company dedicated to helping clients achieve success and fulfillment in all aspects of their financial lives. We do not sell any investment or insurance products. Instead our focus is providing clients with independent, confidential and reliable services.
