Posted by Mike Photon on 10/19/06 2:20pm
Msg #153683

Software question

What software do you use, if any, for tracking all your signing jobs?
Do any of you use excel or access?

Reply by jojo_MN on 10/19/06 2:41pm
Msg #153691

I use excel. I have twelve columns.
SIGN DATE, BORROWER LAST NAME, STREET ADDRESS, CITY, HIRING COMPANY, R/T MILEAGE, # Not, DOCS, # / SIGS, NOT,FEES, INVOICE AMT, DATE PAID, Notes

It works very well for me. I haven't had patience to try the Quicken or Money programs.

Reply by LisaWI on 10/19/06 3:25pm
Msg #153705

I use the old fashioned way. I have created a chart in excel with inv #(everyone gets an invoice in theory, thats how I keep track of paids for the end of the year taxes), date/time of signing, borrower name/where, hiring comp, closed, fee charged, expected pay date, paid date. I do it in pencil in the event it has been cancelled. At the end of the year I add up all my paid invoices for tax time.
I have tried to use Access and get figuere it out. There is a certain software out there just for NSA's. Maybe someone else can tell you what it is because Im having a brain fart.

Reply by Cheryl_NV on 10/19/06 3:38pm
Msg #153711

I use Quickbooks, it keeps track of everything.

Reply by MelissaCT on 10/19/06 3:36pm
Msg #153710

Mike,

I started out using Excel, but I find Quicken much easier. I can tell at a glance who is behind, how many days and by how much. I can run tax estimation plans to see if/where I need to adjust & keep track of expenses all in one program. I don't have time for Excel anymore for my business tracking.

Reply by Joan Bergstrom on 10/19/06 3:53pm
Msg #153715

I use Quicken Home & Business

I invoice off it and it has a mileage tracker. Quicken is really easy to use and you can easily put business expenses in the proper categories. It makes end of the year tax accounting pretty easy.

Reply by Charles_Ca on 10/19/06 4:09pm
Msg #153719

I like Quickbooks and have been using it for a number of years. I also use Excel because Quickbooks is not as flexible as I would like it and so I use Excel for my income properties and then take someof the bottom line fields and use thim in Quickbooks. I prefer Excel actually becasue of its flexibility but Quickbooks is already configured and so it saves a lot of time.

Reply by BarbaraL_CA on 10/19/06 7:32pm
Msg #153766

I use Excel - 3 workbook pages: one for Notary work, one for Travel/Mileage calculation, and one for Business Expenses. I use Quicken for my personal and business checking/savings accounts but have never used it for accounting. Accounting is NOT my strength by any means! I had trouble in college with accounting - all I could remember is that debits were toward the window and credits were toward the door - lol!

Excel works great for me and for my tax record keeping.

Reply by Laurie_PA on 10/19/06 9:46pm
Msg #153784

Re: Started w/QuickBooks the switched to Quicken H/B

I find Quicken much easier to work on and has all the catagories that I need for EOY taxes.

Reply by MelissaCT on 10/20/06 9:10am
Msg #153833

Quicken also imports directly

into TurboTax, if you use that. I do use the Premier Home/Business version -- works well for me so far. I can also have catergories for different businesses.