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Quicken Expert

$25/hr Starting at $50

  • Comprehensive Expense Tracking: By classifying transactions and connecting them to your accounts, Quicken enables you to easily keep track of your expenses. This function gives you a clear picture of where your money is going and assists you in staying within your budget.
  • Making and Managing Budgets: Make thorough budgets that are suited to your financial objectives and track your development in real-time. You can make wise financial decisions thanks to Quickens budgeting tools.
  • Investment Portfolio Management: Quicken provides comprehensive tools for managing and tracking investment portfolios for investors. Keep up with stock price changes, track the performance of your investing portfolio, and research your choices.
  • Tax Planning and Reporting: Quicken aids in tax preparation by calculating your tax obligation based on your financial information. To make filing simpler, you can also create tax reports.
  • Accessibility on mobile devices: Quicken provides mobile apps so you may manage your money while on the road. Use your tablet or smartphone to access your financial information whenever and wherever you are.

About

$25/hr Ongoing

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  • Comprehensive Expense Tracking: By classifying transactions and connecting them to your accounts, Quicken enables you to easily keep track of your expenses. This function gives you a clear picture of where your money is going and assists you in staying within your budget.
  • Making and Managing Budgets: Make thorough budgets that are suited to your financial objectives and track your development in real-time. You can make wise financial decisions thanks to Quickens budgeting tools.
  • Investment Portfolio Management: Quicken provides comprehensive tools for managing and tracking investment portfolios for investors. Keep up with stock price changes, track the performance of your investing portfolio, and research your choices.
  • Tax Planning and Reporting: Quicken aids in tax preparation by calculating your tax obligation based on your financial information. To make filing simpler, you can also create tax reports.
  • Accessibility on mobile devices: Quicken provides mobile apps so you may manage your money while on the road. Use your tablet or smartphone to access your financial information whenever and wherever you are.

Skills & Expertise

Budget ForecastingExpense ReportingPortfolio ManagementTax PlanningTax Reporting

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