YOUTUBE VIDEO: Get Organized FAST By Using My Quicken Categories Template File! (Huge Time Saver!)

YOUTUBE VIDEO: Get Organized FAST By Using My Quicken Categories Template File! (Huge Time Saver!)

This video will demonstrate how to set up Quicken using one of my template database files. So here's a quick explanation: Quicken collects all of the data that you enter into it in a locally stored file. And I've set up these templates, which essentially set up all of the categories for you in a way that has worked really well for me and lines up with a lot of my free information on my site in terms of my budget, and that sort of stuff.

As a result, it can save you a lot of time. If you're wondering where you can get the template, you'll need to buy my paid course, Financial Independence Roadmap and you can download them from there, but they save you a lot of time and setup. It's not difficult to get your database file up and running using my template, but it's a little tricky. This video should help you do it faster.

Joe DiSanto is the founder of Play Louder! He has built multi-million dollar businesses, produced critically acclaimed documentaries and an Emmy-winning TV show, invested millions in real estate, and semi-retired at age 43. Now, Joe serves as a Fractional CFO for several creative firms and is sharing a lifetime of fiscal know-how via Play Louder, an invaluable resource that helps individuals and business owners increase their net worth and plan better for their future.