I will help you automate your personal budget in quicken simplifi

Parte de la información aparece en idioma inglés.
4.9
4.9

Estados Unidos

Hablo Inglés

69 pedidos completados

I live in the United States and have assisted people with their personal finances for over 8 years. I am a Certified Financial Coaching Master, helping clients reach their personal financial goals. I ...

Nivel 2

Ha cumplido con los criterios de alto rendimiento y tiene un historial comprobado de cumplimiento de las expectativas de los clientes.

Con alta capacidad de respuesta

Conocido por sus respuestas excepcionalmente rápidas

Acerca de este Servicio

Are you struggling to start budgeting or keep track of your money?


Let me help you get your Quicken Simplifi fully set up, automated, and personalized so you can finally feel in control of your finances.


What I Offer

  • Full Quicken Simplifi setup (accounts, categories, and goals)
  • Creation of custom rules for automatic transaction sorting
  • Setup of spending plans and alerts for bills & goals
  • Walkthrough of key features so you understand how to maintain it
  • Optional budget check-ins and updates


With my help, youll go from overwhelmed to organized with a budgeting system that actually fits your life.


Why Choose Me

  • Experienced with Quicken Simplifi and other finance tools
  • Clear, non-judgmental guidance perfect for beginners
  • Focus on automation and real results
  • Friendly and supportive communication


Please contact me before ordering to make sure we choose the right package and plan for your goals.

Objetivos financieros:

Cómo ahorrar para la jubilación

Horizonte temporal:

Presupuesto mensual

Método de seguimiento:

Seguimiento de aplicaciones móviles

Idioma:

Inglés

País de destino:

Estados Unidos

Otros servicios de Finanzas personales que ofrezco

Reseñas

3 comentarios sobre este Servicio
4.9

(3)
(0)
(0)
(0)
(0)
Desglose de calificaciones
  • Nivel de comunicación del Freelancer
    4.7
  • Calidad de la entrega
    5
  • Valor de la entrega
    5
Ordenar por
Más relevante
  • E
    image-docs

    ecommguild

    Cliente recurrente

    US

    Estados Unidos

    4.7

    Thanks again for the continued lessons!

    Hasta USD50

    $

    7 días

    Tiempo

    Útil?
    No
  • E
    image-docs

    ecommguild

    Cliente recurrente

    US

    Estados Unidos

    5

    FinancialMirror was very professional and understood my needs regarding using Quicken and helping with my budget set up. I will continue to work with him as he offers so much more in regards to finance. A+

    Hasta USD50

    $

    5 días

    Tiempo

    Útil?
    No
  • L

    lionz71

    US

    Estados Unidos

    5

    really liked the way he approached my software issues

    USD50-USD100

    $

    2 días

    Tiempo

    Útil?
    No
Reseñas

3 comentarios sobre este Servicio
4.9

(3)
(0)
(0)
(0)
(0)
Desglose de calificaciones
  • Nivel de comunicación del Freelancer
    4.7
  • Calidad de la entrega
    5
  • Valor de la entrega
    5
Ordenar por
Más relevante
  • E
    image-docs

    ecommguild

    Cliente recurrente

    US

    Estados Unidos

    4.7

    Thanks again for the continued lessons!

    Hasta USD50

    $

    7 días

    Tiempo

    Útil?
    No
  • E
    image-docs

    ecommguild

    Cliente recurrente

    US

    Estados Unidos

    5

    FinancialMirror was very professional and understood my needs regarding using Quicken and helping with my budget set up. I will continue to work with him as he offers so much more in regards to finance. A+

    Hasta USD50

    $

    5 días

    Tiempo

    Útil?
    No
  • L

    lionz71

    US

    Estados Unidos

    5

    really liked the way he approached my software issues

    USD50-USD100

    $

    2 días

    Tiempo

    Útil?
    No