07/17/2026
We are past the half-way mark for 2026. If you have not properly stored all of your transactions from Jan 1 to June 30th, do it now.
You could be missing money; paying a reoccurring bill that "set it and forget it"; overdrawn on an account that's on "automation" HELLO FEES!; or the system is categorizing in the wrong accounts.
Don't let the holiday season turn into missed deductions and overwhelm. Clean up your books now, and save yourself time, money and peace of mind.
Oh, and don't forget to reconcile every month and each account down to $0 😊