fall finance checkup Archives - MoneyThumb https://www.moneythumb.com/blog/tag/fall-finance-checkup/ Boost Your Productivity Fri, 14 Sep 2018 13:23:21 +0000 en-US hourly 1 https://wordpress.org/?v=6.9.1 Personal Finance: Your Fall Financial Checkup https://www.moneythumb.com/blog/personal-finance-your-fall-financial-checkup/ https://www.moneythumb.com/blog/personal-finance-your-fall-financial-checkup/#respond Fri, 14 Sep 2018 13:23:21 +0000 https://www.moneythumb.com/?p=37399 The Fall season has always been a time of big changes. The leaves are turning brown and gold, kids are back in school, and most...

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]]> The Fall season has always been a time of big changes. The leaves are turning brown and gold, kids are back in school, and most of us are gearing up for the coming winter holidays. But what about your personal finances? Are they in good shape? Do you need to budget better, or save more money?

Today the Rules of Thumb blog from MoneyThumb would like to share with our readers this great article from the Money section of the US News website titled, 7 Steps for Your Fall Financial Checkup. If you are ready to get a handle on your personal finances this Fall, you would do well to take advantage of the seven tips offered in that article. We have condensed the steps for your quick perusal below:

  1. Plug budget leaks. 
  2. Consolidate summer debt.
  3. Create a mock tax return.
  4. Check your credit report.
  5. Compare service providers.
  6. Prepare for open enrollment.
  7. Set your holiday budget.

By following the above 7 steps suggested by US News, you could really get a handle on your personal finances this Fall. Another way many people take charge of their personal finances is by using the PDF financial file converters offered by MoneyThumb. 

Money Thumb has PDF financial file converters designed specifically for individuals seeking help with personal finance, as well as versions for accountants and small business owners. We offer a free test drive of all our products so that you can see in real time how well all of the fantastic components of our software work. Below are the key product features included in all versions of the MoneyThumb software:

Intelligent Document Recognition (IDR)

Recognizes 95% of U.S. bank statements, through intelligent document recognition algorithms. Unlike template-dependent processes, our software doesn’t need to be told upfront what bank statement format is being used.

Pinpoint OCR

Proprietary optical character recognition algorithms review questionable fields, look for patterns to self-correct and flag questionable transactions. Employ the power of the only OCR software developed specifically for bank statements.

Automatic Reconciliation

Conversion accuracy is ensured by automatic reconciliation, which compares transaction totals to summary information on the statement. If everything checks out, the statement is identified as reconciled, saving you time and manual review.

Payee Cleanup

Auto-assisted cleanup of transaction payee names helps keep transactions correctly categorized and consistent, saving you further review and correction time.

To make things even easier, MoneyThumb offers free tutorials and guides to help you use any of our products. Take a few minutes today to check out the individual use version of our PDF financial file converters and learn how easily you can save yourself time and headaches when getting your personal finances under control this Fall.

 

 

 

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