Quicken Tutorial: Use My Categories Template to Get Organized FAST!

This video will demonstrate how to set up Quicken using one of my template database files. So here's a quick explanation: Quicken collects all of the data that you enter into it in a locally stored file. And I've set up these templates, which essentially set up all of the categories for you in a way that has worked really well for me and lines up with a lot of my free information on my site in terms of my budget, and that sort of stuff.

As a result, it can save you a lot of time. If you're wondering where you can get the template, you'll need to buy my paid course, Financial Independence Roadmap and you can download them from there, but they save you a lot of time and setup. It's not difficult to get your database file up and running using my template, but it's a little tricky. This video should help you do it faster.

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I offer one-on-one and group help with Quicken over video chat. You can book sessions here:
https://www.playlouder.com/reco/yt/ut...

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BUY MY QUICKEN TEMPLATES HERE:
https://www.playlouder.com/reco/yt/ut...
(PC and Mac Versions Included)

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Play Louder is a financial management firm providing independent CFO services for businesses and high-income individuals. The Play Louder blog also serves as an invaluable resource to help individuals and business owners increase their net worth and plan better for their future.

https://www.playlouder.com/reco/yt/ut...

We also offer free and paid courses to help you master your finances and navigate your way to financial freedom. You can learn more about them here.

PERSONAL BUDGETING BASICS ($FREE)
Budgeting & Tracking Your Finances
https://www.playlouder.com/reco/yt/ut...

THE FINANCIAL INDEPENDENCE ROADMAP
Budgeting, Tracking Your Finances & Mapping out Your Retirement Plan
(It also includes my time-saving template files)
https://www.playlouder.com/reco/yt/ut...

If you Buy Quicken with this link, I will get a small affiliate commission of $10. https://www.playlouder.com/reco/yt/qm...

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DISCLAIMER: This video and description may contain affiliate links, meaning I'll receive a commission if you click on one of the product links. This helps support the channel and allows me to continue to make videos like this. I will never support or push a product I don't believe in. Thank you for the support!

Joe DiSanto is not a licensed CPA or Attorney. The content on PlayLouder.com is for informational and educational purposes only and should not be construed as professional financial, tax or legal advice. Should you need such advice, consult a licensed attorney, tax, or financial advisor.