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Need Quicken coach to help with budgeting. Open to virtual or in-person help in Denver area.

Hi Quicken Community :)

I would like to find a Quicken coach to help with budgeting. I am open to virtual or in-person tutoring. I am using Quicken 2017 for Mac. I have 14 months of historical data. I am in Boulder, CO.

Thanks,
Krista

 

Comments

  • Unknown Member
    edited December 2017
    Do you have a specific question you'd like help with your budget?  Because...ask away.  There are plenty of users here to help you.  
  • Unknown Member
    edited January 2018
    I would like to have a few sessions with a financial advisor / coach who knows Quicken really well. My purpose is:

    • To have him or her help me create a budget based on my historical data.
    • To help me evaluate how my new budget fits into my larger financial picture and goals.
    • To get me to the place where I maintain a budget, it fits my needs and resources, I use it to keep me on track.

    If welcome any Quicken financial advisor / coach recommendations.
    Thank you!!!
  • galojahgalojah Member ✭✭
    edited December 2017
    I will say, the Budget portion of Quicken 2018 for Mac is far from user-friendly.  I've yet to really sit down and figure it out.
  • Unknown Member
    edited January 2018
    Krista,
    I switched to Quicken Mac about 6 years ago from the Windows version. It was a big change, but I'm happy I did it.

    Last year I committed myself to figuring out the budgeting feature. I think I have it all worked out (including the dreaded and well-known issue with how the budget doesn't include transfers). The only feature I don't use is the reminder of upcoming bills and the relatively new calendar feature.

    Although not perfect, it's not bad. Quicken for Mac 2017 (I haven't taken the plunge into 2018 because of all the horrible things I'm hearing about it) will help you formulate your 2018 budget based upon last year's actual 2017 spending patterns. You may not stay within budget every month, but it's good to know where you are straying in order to adjust the following month.

    If you wish to fit it into your long-term financial plan, Quicken will help you itemize your income, savings, living expenses, loan payments, and taxes. Each of these are the most important numbers to know accurately and to provide to your financial advisor who, if he/she has a half-decent financial planning program, can then design a long-term financial plan with these numbers, adjusting for inflation and your desired objectives/goals.

    - David
  • Unknown Member
    edited January 2018

    I would like to have a few sessions with a financial advisor / coach who knows Quicken really well. My purpose is:

    • To have him or her help me create a budget based on my historical data.
    • To help me evaluate how my new budget fits into my larger financial picture and goals.
    • To get me to the place where I maintain a budget, it fits my needs and resources, I use it to keep me on track.

    If welcome any Quicken financial advisor / coach recommendations.
    Thank you!!!

    Did you find someone to assist? I too have been searching for an expert with same items. 
  • Unknown Member
    edited January 2018

    I would like to have a few sessions with a financial advisor / coach who knows Quicken really well. My purpose is:

    • To have him or her help me create a budget based on my historical data.
    • To help me evaluate how my new budget fits into my larger financial picture and goals.
    • To get me to the place where I maintain a budget, it fits my needs and resources, I use it to keep me on track.

    If welcome any Quicken financial advisor / coach recommendations.
    Thank you!!!

    No, I never heard back from someone that offers this service. I'm bummed.
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