Know where your money is going.
They're calling it the worst financial crisis since the Great Depression.
Any financial professional would agree: now is the best time to take a good look at your expenses and assess your own financial situation. The Neat Company has the tools to help you take a comprehensive look at your own spending and begin the process of mapping out your financial life.
The scanners and digital organization systems from The Neat Company make it easy to track every dollar you spend so you can develop a budget and a plan to spend your money wisely. Keep a running total of all your expenses - from your mortgage and auto payments to your cell phone bill, grocery receipts - even small business expenses.
The first and most critical step of any financial plan is to know what you spend. We've developed a simple and foolproof plan that that will enable you to get a clear snapshot of your spending habits in just one month! Watch the video above, or download a PDF to get started.
How does it work?
NeatReceipts and NeatDesk are scanners with powerful NeatWorksTM software that help manage and organize your financial information. You scan in any receipt, bill or statement, or import PDF documents. The software keeps running totals of your spending and lets you run reports to take a deeper look into how where your money is actually going. It even exports to Quicken®, QuickBooks®, and Excel®.
Learn more about all our digital filing solutions:
NeatReceipts Mobile Scanner + Digital Filing System
NeatDesk Desktop Scanner + Digital Filing System
NeatWorks Digital Filing Software
What’s next?
Getting a snapshot of your spending is just the beginning of the process. You will need to develop a real working budget for yourself. And you’ll have to make some personal decisions about your spending and make trade-offs that balance your short term and long term goals.
We can recommend a few strategies:
Use software to manage all of your accounts. There are several very good products on the market that aggregate your accounts and give you a comprehensive look at your portfolio.
Educate yourself on the market. Empower yourself to make good decisions about your money. You can start just by reading financial newspapers or websites, or by watching financial news shows on TV. The investment of your time will pay off with a foundation of knowledge about your own finances and the broader economic picture
Work with a professional. Managing your money takes time, focus and discipline. There are thousands of well educated, hard working professionals out there who can help you make good choices with your money.