On Dec 21, 2008, at 11:24 PM, Robert wrote:
>
> I guess what I'm asking is: is there a "best practice" method for
> couples with situations similar to ours to follow who plan to use
> presumably a single copy of Moneywell together that results in all the
> necessary info getting recorded with a minimum of fuss? :-)

What my wife and I do is pretty basic. MoneyWell and our financial  
info files reside on my MacBook Pro ( backed up a lot ) and we get  
together either once a week or two and get the checkbook in order. She  
likes having the paper register, not trusting just having the info  
only on the computer. So she takes the receipts we haven't entered and  
writes them into the checkbook, then I sit with her and enter them  
into MoneyWell giving her the balances.

I then go to our online banking and reconcile, telling her any  
transactions for which we didn't have a receipt.

I realize this is pretty stone age, but it works for us. Since we sit  
down and do this fairly regularly, it doesn't take too long. We also  
tend to pay our bills at this time too. It's like an hour max.

With MoneyWell, she now sees a better picture of what we have left to  
spend in our spending plan, much more so than when we were using MS  
Money and it's balance forecasting.

Patrick

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