Skip to main content

Taking another shot at Quicken

We bought Quicken Cash Manager 2007 quite a while ago, during the early dawn of my interest in personal finance. The budgeting module is simple and fabulous, and me love it long time.

The rest of it, however, left me flummoxed. I took one run at setting up all our accounts and labelling things, and promptly messed up the register so badly that nothing would balance out. I gave up.

I checked it out again this week around the same time Gail Vaz Oxlade wrote a post on her blog about reconciling banking accounts:


Once a month you'll receive a listing of all the transactions on your account for the previous month. The worst thing you can do is stick your bank statement in a drawer, ignoring it. Instead, stick it in your end-of-month-bills file. At the end of the month, gather the statement, your chequebook register/accounts book and receipts for the previous month. Sit down, sharpen your pencil and haul out your calculator. You are now ready to reconcile your bank statement.

I suppose it says something unflattering about me that I'd see this and think -- "do people actually *do* this?!" ... 'cuz I don't.

I gawk at my online banking transactions so often that I figure I'll notice anything unusual. Well, that, and that as long as there's about as much money in there as I expect, I figure things are alright.

But this week I've tried futzing around with Quicken again. I still haven't got it 100% figured out -- transferring between accounts without messing everything up has still got me stumped. Last night I decided to tackle "our" accounts, after trying things out first on "my" accounts.

I printed out some analysis of "our" chequing, spending and credit card spending. My partner noticed a $75 charge to a guitar shop. Well, "we" don't play guitar, but "I" do -- and I'd recently paid $75 to have my bass guitar restrung. Or so I thought. Turns out I pulled out the wrong credit card to make the payment, and it slipped right past her when she was paying the bill a month ago.

So, that extra set of eyes on the expenses helped catch it. Well, to be honest, it was her set of eyes -- I missed it, too. But the extra step of taking a sober second look at the moneys turned up something that would've otherwise slipped by into history.

Good for us, sucks for me. Now "I" owe "us" $75. Poop.

Comments

Post a Comment

Popular posts from this blog

Gordon turns four and has questions

Gordon wanted to know where mommy went.

Not what happened to her body, but where SHE went.

We celebrated his fourth birthday this weekend with three gatherings. One at our house with his little friends. One at nana and grampa's house. One in Stratford with the Simpson clan.


The big party for the kids was a success. I'd never planned such an event. Thank goodness for the Internet, where I found a Martha Stewart article that laid out the basics. And thank goodness for Party City, which had a ton of Transformers party stuff ready to buy. I wasn't feeling well, but managed to pull it off. Thanks to sister Shannon and SIL Amy for being the Designated Adults who helped in wrangling and last-minute logistics. G thought the whole event was kind of loud, but he really enjoyed it. And I feel like a winner for making it happen -- some of the other parents even chimed in that they now know what goes into a kid's party, since they were as clueless as me! Great!

Great time at nana&#…

Hard to believe it's been a year - but it has

One year ago today, we lost Amanda.

Time plays tricks on all of us. We can think "that was so long ago" at the same time as "it feels like yesterday." I run into this all the time with Amanda's death.

Yes, it feels like just yesterday, or last night, or later today, that Amanda collapsed in the kitchen and died after that long, brutal battle with ovarian cancer. But every day has ticked by at a pace like any other, and it's been a whole year of those days, with incremental and sometimes revolutionary change.

As I move about our home, it's hard to fathom that she's been gone a whole year.

Many of the decorative items she carefully arranged throughout the house are in the exact same place as the last time she touched them. She had the vision, not me, so I've been reluctant to disturb her decisions on what looks good and works.

In other places, I'm reminded that it's been at least a year since something's been in place. Like the fully-s…

She went in to have our baby and came out with a cancer diagnosis

It's been two weeks since my wife and I welcomed our son Gordon into the world. It's also been two weeks since we found out Amanda has cancer.

We went into the IWK on Tuesday, April 2nd for a Cesarean section prompted by an ultrasound earlier in the pregnancy that showed the placenta dangerously close to the cervix. Too close and she could bleed to death during delivery. An ultrasound closer to the due date showed the placenta in a slightly safer place, but now blood vessels were blocking the way out. An emergency C-section was in order.

So we went in, three weeks early. The delivery went smoothly. Our baby Gordon was frank breech, pulled out buttocks-first. I went over and cut the cord. I brought our first child back to Amanda to let her see. It was better than I'd expected!

Then the surgeon started talking about finding bumps. Instead of stitching her up, the team was finding trouble inside her.

They had to page the oncologist. I went into shock, sweating and heaving on t…