Upcoming Workshop: Quicken and Online Budgeting Tools


Upcoming Workshop: Quicken and Online Budgeting Tools, September 16 at Baehr Family Financial, located at 742 Ann St.

“What’s in your wallet?”  Sometimes it may seem like those Capital One Vikings are looting it when you’re not looking- especially if your way knowing how much money you have involves crossing your fingers when you look at your account online and hoping there’s still some money left.

But who has time to track every penny?  I certainly don’t, and I suspect you don’t either.  But without having a handle on where your money is going, at least in a general way, it’s easy for your hard earned money to slip away unnoticed.

Thankfully, there are tools available to us now to help with the job of tracking spending (and maybe even make a budget), from paper budget worksheets to software programs to budgeting websites.  No one way is the best; the important thing is that it works for you.  Paper systems are simple and easy to get started, but can be cumbersome as time goes on and complexity grows.  As far as software programs that reside on your computer, the two big players have been MS Money and Quicken, essentially electronic check registers, with budgeting and reporting capabilities.

Online budgeting tools are a fairly recent addition, with mint.com and yodlee.com being the most well known.  While they don’t keep track of your bottom line like a check register or Quicken type programs, they are good for seeing in real time where your money is going.  What’s nice about these is that both you and your spouse, or anyone else you share finances with, can login and see where your finances are, making it easier for the less involved one to be aware of what’s going on.

To learn more about these tools and others, and see how they work, come to Everyday Money’s next workshop on September 16 at 7 pm, at the Baehr Family Financial office at 742 Ann Street, Stroudsburg.  Space is limited; please reserve your spot by emailing info@baehrfinancial.com or calling 223-1550.

Managing finances in today’s complex environment isn’t easy.  There is more information accessible than ever, yet how do you make sense of the headlines?  If you want to learn more about personal finance, in a relaxed, no pressure environment, Baehr Family Financial’s new Everyday Money Center in Stroudsburg can help.  “People today are confused and drowning in information.  There is a real need for help in sorting through all the noise and explaining things in a way that can be useful in their lives,” according to Baehr Family Financial owner Erin Baehr.

The Everyday Money Center educational workshops are free, and are held on the 3rd Thursdays of the month at 7 pm, at the 742 Ann Street, Stroudsburg office.  Space is limited, so reservations are required.  You can reserve your space by emailing info@baehrfinancial.com or calling 223-1550.

Upcoming workshop dates:

• September 16, 7:00 pm:  Quicken and Online Budgeting Tools

• October 21, 7:00 pm:  Socially Responsible and Faith Based Investing

• October 28, 7:00 pm (note 4th Thursday):  Money on Purpose

• November 18, 7:00 pm:  Taming the Holiday Spending Monster