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I’m a fairly new DMM and have just one client at the moment. I’m organizing their accounts and putting a budget together. I use Excel only because I’m very familiar with it. But I’m thinking about switching over to Quicken. Can I get opinions on which program you use and why?
I prepare quite a few budgets for clients and have found the combination of Quicken and Excel works best for me. The budget function in Quicken is clunky, although I hear Quicken is working to improve it. I use Quicken to establish a baseline of current spending, and then to monitor spending levels. I convert Income/Expense reports to Excel (very easy to do) and then edit the Excel spreadsheet by adding the established budget in a new column to compare expenses to budget.
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