October 16, 2021

Services For Individuals


Tired of spending your valuable time managing your personal receipts for tax time? Do you wish you could find a way to create a simple budget for your family to see where your money goes and how to save for the future and pay down debt?

Quicken is a very powerful little piece of software that can help with all these problems. Using Quicken software, we can work with you to provide the following:

  • Download bank activity directly into Quicken to always stay on top of bank balances for multiple accounts
  • Download investment activity to properly account for cost basis, investment income, and gain / loss on sale of investments
  • Budgeting
  • Classify income and expenses in a manner that will allow you to easily print annual reports for your tax accountant
  • Estimate tax due or refund expected, based on proper coding of income and expenses in Quicken software
  • Always have current balances for credit cards, loans, and lines of credit

Bonafide Accounting Services can either update your Quicken file every month or provide initial set up of file and provide assistance, as needed. We will be there every step of the way as you organize your personal finances.