Family Office Manager
Family Balance Sheet
FEBRUARY 19, 2022
After 20 years, I switched from Quicken software to You Need a Budget (YNAB) software in 2018 for our household. We have been in our home for over 20 years and I’ve refinanced for better rates at least five times, mostly for free. Update budgeting software on a regular basis. Organize paperwork for tax preparation.
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