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Comments:
Jonathan: I have been reading your publications since Getting Going and you have always made me think. Thank you for sharing your personal journey. Once again, you have caused me to focus on a topic that we would like to avoid. Prayers for you for strength as you battle this.
Post: The C Word
Link to comment from June 15, 2024
I have been using Quicken to track spending for over 25 years. The reports make it easy to see actual amounts spent by category and to see how spending varies by year. This provides a realistic basis for future planning. It also provides me with a financial diary. When I want to know when I bought something or what restaurant we ate at on a long ago trip, the detail is available.
Post: Where It Goes
Link to comment from April 13, 2024
We were also at the Dakota to see the Manhattan Transfer, a performance that I still remember. A much better experience than a large concert hall.
Post: Any Seat Will Do
Link to comment from August 5, 2023
I have been using Quicken since 1998, and stayed with the 2002 Deluxe version until I upgraded to Windows 10 a few years ago. The accumulation of transaction data serves as my diary. I often look for information about locations I have visited or retailers I have frequented. I use the reports for year over year comparison of spending. I have had to create several work-arounds to manage transactions for which there does not seem to be a straightforward answer (e.g. donations of stock). I stopped downloading credit card transactions when my version was no longer supported, and never resumed. I may not be a power user, but I am certainly a committed user.
Post: Quick Work
Link to comment from May 4, 2022
I have been evaluating the same question. Another approach that I used was to determine the rate of return the lump sum would need to generate to match the monthly payments over my life expectancy. I found the monthly payments offered the more attractive options.
Post: Lump It or Leave It?
Link to comment from January 1, 2022