Is there an easy way to work with all of my different financial accounts? I always get mixed up transferring money between them.

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Posted by Rebecca (MONEY FORUMS: 5, Answers: 0)
Asked on September 15, 2015 9:03 am
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Another possibility for you Rebecca: There are financial management software packages that keep all of your information in one place. While I don't feel qualified to recommend any particular one, you can do a little research and read the reviews and select one that fits your needs..
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Posted by Beth Tallman (MONEY FORUMS: 1, Answers: 61)
Answered: November 16, 2015 11:14 am
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Hi Rebecca, one thing that I have found useful is having each account tied to a purpose, a specific goal or reason for maintaining the account. This helps me keep a picture of why I have the account and what steps I need to take with it. Another thing that helps is selecting the institutions I have accounts with carefully, minimizing transfers between institutions which is more complex and confusing than transfers within an institution. Another way to simplify is to only do transfers once a month; for example, only moving money from savings into investment accounts on the first of each month. Then I only have to think through what I am doing once a month and it is easier to keep the big picture in mind.
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Posted by Peter Neeves (MONEY FORUMS: 1, Answers: 59)
Answered: November 10, 2015 7:06 am