Tips and Tricks for Financial Organization Posted by Madison on February 13, In our million dollar credit limit article, readers asked how I keep organized with 89 credit cards. I introduced the series of my organizational system in my billpay and anti-filing system. As I shared, Microsoft Money is the center of my strategy. Microsoft Money Tips Keep family members that file taxes separately in a separate money file. We keep our file separate from our kids. I also created separate files for each family account that I manage.
Recording Credit Card Transactions and Payments with Microsoft Money Recording Credit Card Transactions and Payments with Microsoft Money Besides leaving credit cards at home, one way to keep credit card spending under control is to diligently record charges as you make them. Watching the amount that you owe grow larger and larger in the credit card register should discourage you from spending so much with your credit card. Recording credit card and line of credit charges Credit card and line of credit account registers have a Charge form for recording charges. As with the Withdrawal form, the Charge form has places for entering a transaction date, amount, payee name, category, and memo. All the drop-down lists and keyboard tricks work the same way on a Charge form as on a Withdrawal form. To fill in the Charge form, follow these steps: