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Advice from the women of Connect: Professional Women’s Network

Money Matters: How to Organize Your Financial Life

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I scan or save any relevant bills, forms, receipts, W-2 or other

documents to a tax folder on my laptop. Then I email them all to

my tax preparer and discuss the details by phone. I like the

security of having a tax professional that will find things I might

miss.

Valerie ChristieIT Controller

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I keep all my receipts, but organizing them can be a time-

consuming task. Since I got my neat receipt scanner few years ago,

not only have I cleared out all the clutter, but I got rid of all the tax-

time headaches. And my accountant loves my "neat" PDF reports!Lana DzioubaRecruiter

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Years ago I created a simple Excel workbook with different pages

for household, professional expenses and donations. Each page

has specific categories within it, for example, business supplies,

business telephone, etc. Deirdre Danahar

Coach, Consultant, Writer, Speaker

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I can't say enough good things about mint.com! It does all the work

of organizing and categorizing your spending for you. It provides

information for making money decisions you feel good about. I can

see every transaction immediately, without having to wait for

statements or bills.

Dave MainwaringIshmael’s Dandyfunk

Blogs

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I have two separate businesses, and I find having a dedicated

credit card for each one very helpful with compiling year-end

expenses. My financial life would be total chaos without online

banking and bill-pay services. Iris ZinckResource Strategist

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I love how Quicken prepares all the reports for taxes and lets you

budget and keep up with interest earned and interest owed. I know

my total worth during the year and am much more organized.Rebecca Kelleher

Designer at Silverander Communications

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I call my CPA...and he sorts the details from the chaos.

Victoria IpriCorporate LinkedIn Training

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FINANCIAL TOOL KITBooks

Financial Overview - An ebook to help organize financial papers and information.

Dave Ramsey’s My Total Money Makeover

Bill Paying Organizer (currentcatalog.com)

Websites

Mint – Money management

Outright – Small business bookkeeping

LearnVest – Personal finance/money management for women

TripLog - Mileage Tracker app

Software

Excel

QuickBooks

Quicken

TurboTax and Business TurboTax

Neat Receipts – Mobile scanner and digital filing system

Apps to Streamline Household Finances – by Women & Co.

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BROUGHT TO YOU BY PHOTO CREDITS: Slide 1: aresauburn • Slide 2: ChrisGoldNY

Join the conversation!

For more great insights from Connect members, check out the discussion: How do you keep your financial life organized?

Visit linkedin.com/womenconnect for more information and to join the group!

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