Archive by tag "Quicken"

Problems with Expenses

September 26th, 2011

The first step in assembling a financial model for a client is to collect all of the data about their finances i.e. their assets, liabilities, income and expenses. In general people are quite knowledgeable about their assets. They know what houses in the neighbourhood are selling for. Similarly, the outstanding balances of mortgages and their [...]

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