Can I use the Juggling Duck Financial Organizer with personal financial management (PFM) software like Quicken software or Microsoft Money software?
Absolutely! The Juggling Duck Financial Organizer is a convenient place to store paper copies of the reports you create with PFM software – for example, net worth statement (stored in Tab 3 of the Organizer), budget (Tab 6), and monthly budget tracking reports (Tab 7). • Can you help me identify which stocks to buy, how to reduce my tax liability, or help me perform estate planning? No, no and no! The Juggling Duck Financial Organizer and Workbook are designed to provide accurate and authoritative information with regard to the organization of your financial records. We are not in the business of rendering financial, investment, legal, tax, estate planning, or other professional services. Therefore, the information provided in this book does not replace the professional advice of your financial, tax and legal advisors. In fact, we recommend that you do enlist the help of a competent, trustworthy financial advisor. Financial advisors can help you establish realistic goals, identify prom
Related Questions
- Can I use the Juggling Duck Financial Organizer with personal financial management (PFM) software like Quicken software or Microsoft Money software?
- How do I export my account information to financial management software, such as Microsoft Money, Quicken, or QuickBooks?
- How do I export data into other financial management software such as Quicken, QuickBooks, or Microsoft Money?
