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YOUTUBE VIDEO: 3 Top Questions New Clients Ask About Bookkeeping and Quicken
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YOUTUBE VIDEO: 3 Top Questions New Clients Ask About Bookkeeping and Quicken

By Joe DiSanto
YOUTUBE VIDEO: Top 5 Personal Bookkeeping Software (And Why Quicken is MY Pick!)
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YOUTUBE VIDEO: Top 5 Personal Bookkeeping Software (And Why Quicken is MY Pick!)

By Joe DiSanto
In this video, I'll compare the top 5 personal bookkeeping software options, including Quicken (Quicken Classic and Quicken Simplifi), Mint, RoundAbout, YNAB, and Empower (formerly Personal Capital). Then I'll reveal…
YOUTUBE VIDEO: Cryptocurrency for Beginners: Is the New Bull Market Here?
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YOUTUBE VIDEO: Cryptocurrency for Beginners: Is the New Bull Market Here?

By Joe DiSanto
Are we officially in the next crypto bull market (as of March 2024)? In this cryptocurrency for beginners video, we'll examine charts on https://coinmarketcap.com/currencies/bitcoin/ and discuss the rising trends. If…
YOUTUBE VIDEO: Cryptocurrency for Beginners: Confusing Key Terms Explained!
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YOUTUBE VIDEO: Cryptocurrency for Beginners: Confusing Key Terms Explained!

By Joe DiSanto
In this cryptocurrency for beginners video, we'll clear up the confusion surrounding the terms "cryptocurrency" vs. "digital currency," "coins" vs. "altcoins," and "blockchain." Some of these terms are used interchangeably…
YOUTUBE VIDEO: Cryptocurrency for Beginners: Altcoins & Web3
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YOUTUBE VIDEO: Cryptocurrency for Beginners: Altcoins & Web3

By Joe DiSanto
In this cryptocurrency for beginners video, we'll explore the evolution of Bitcoin, and the creation of the Ethereum, Solana, and Polygon blockchains. This brief history will help demystify these key…
YOUTUBE VIDEO: Cryptocurrency for Beginners: Bitcoin and Blockchain
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YOUTUBE VIDEO: Cryptocurrency for Beginners: Bitcoin and Blockchain

By Joe DiSanto
In this cryptocurrency for beginners video, I'll introduce you to Bitcoin! When it was created between 2008 and 2009, Bitcoin was worth next to nothing. Currently, the highest price paid…
YOUTUBE VIDEO: Top 12 Investing Terms For Beginners!
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YOUTUBE VIDEO: Top 12 Investing Terms For Beginners!

By Joe DiSanto
In this video, I am going to run through a glossary of common investing terms. I cover the following terms; stocks, bonds, EFTs, mutual funds, REITs, market index, risk tolerance,…
YOUTUBE VIDEO: How to Invest in Stocks for Beginners (7 Modern Approaches)
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YOUTUBE VIDEO: How to Invest in Stocks for Beginners (7 Modern Approaches)

By Joe DiSanto
In this "How to Invest in Stocks for Beginners" video, I'll give an overview of the 7 modern methods or philosophies of investing that you should understand when investing money…
The Best Way to Invest in the Stock Market for Beginners
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The Best Way to Invest in the Stock Market for Beginners

By Joe DiSanto
  https://www.youtube.com/watch?v=btIUCgka0rk In 2024, the S&P 500 delivered an average annual return of 10.47% — far outpacing the 0.55% interest most savings accounts offer. That’s the difference between growing your…
YOUTUBE VIDEO: Renting vs Owning: Are You Making the Right Choice? (Answered Using Actual Math!)
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YOUTUBE VIDEO: Renting vs Owning: Are You Making the Right Choice? (Answered Using Actual Math!)

By Joe DiSanto
In this video, I'll discuss the age-old question of whether it's better to rent or own and use actual math on a spreadsheet to show why I believe owning is…
YOUTUBE VIDEO: Quicken Tutorial: Set Up Your Brokerage Account!
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YOUTUBE VIDEO: Quicken Tutorial: Set Up Your Brokerage Account!

By Joe DiSanto
In this video, I'll be giving another Quicken tutorial, this time covering how to set up a brokerage account in the program. I'll also go over some of the specifics…
YOUTUBE VIDEO: Quicken Tutorial: Accurately Track Your Crypto!
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YOUTUBE VIDEO: Quicken Tutorial: Accurately Track Your Crypto!

By Joe DiSanto
In this video, I'm going to walk you through tracking your cryptocurrency in Quicken. In order to keep track of your coins, I'll demonstrate how to manually enter them into…
YOUTUBE VIDEO: Quicken Tutorial: Recategorize Multiple Transactions Quickly (and in Bulk)
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YOUTUBE VIDEO: Quicken Tutorial: Recategorize Multiple Transactions Quickly (and in Bulk)

By Joe DiSanto
If you're a Quicken user and constantly need to re-categorize transactions, this video is for you! In this video, we will discuss how to quickly re-categorize multiple transactions. Quicken has…
YOUTUBE VIDEO: Quicken Tutorial: Speed Up Your Learning With These Secrets!
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YOUTUBE VIDEO: Quicken Tutorial: Speed Up Your Learning With These Secrets!

By Joe DiSanto
I'm calling this video tips and tricks because I review Quicken's most commonly accessed features. I give you a broad overview and get you acclimated to the software and the…
YOUTUBE VIDEO: Quicken Tutorial: Learn How to Enter & Memorize Your Paycheck!
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YOUTUBE VIDEO: Quicken Tutorial: Learn How to Enter & Memorize Your Paycheck!

By Joe DiSanto
In this video, I'll demonstrate how to properly enter your paycheck into Quicken and journal your gross pay and taxes so that your reporting accurately reflects the actual reality of…
YOUTUBE VIDEO: Quicken Tutorial: Using Category Groups To Transform Your Reports!
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YOUTUBE VIDEO: Quicken Tutorial: Using Category Groups To Transform Your Reports!

By Joe DiSanto
In this video, we'll look at how to use category groups in your reporting to help you refine your reporting to be how you want to see your information displayed…
YOUTUBE VIDEO: Speed Up Your Workflow Using The Preferences Pane
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YOUTUBE VIDEO: Speed Up Your Workflow Using The Preferences Pane

By Joe DiSanto
In this Quicken tutorial video, I'll go over the Quicken software's preferences pane. You can set many default options in the preferences to instruct Quicken on how you want it…
YOUTUBE VIDEO: A Menus and Features Walk-Thru
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YOUTUBE VIDEO: A Menus and Features Walk-Thru

By Joe DiSanto
In this video, I'll do another Quicken tutorial, going over all of the top-level menus and toolbars that you'll see when you first start using Quicken. There are a few…
YOUTUBE VIDEO: Learn How To Quickly Download & Categorize Transactions.
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YOUTUBE VIDEO: Learn How To Quickly Download & Categorize Transactions.

By Joe DiSanto
In this video, I'll show you how to download and categorize transactions after you've created an account. I also go through some other steps, such as adjusting the opening balance…
YOUTUBE VIDEO: Connect Your Bank Account In A Few Simple Steps
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YOUTUBE VIDEO: Connect Your Bank Account In A Few Simple Steps

By Joe DiSanto
In this video, I'll walk you through the process of connecting your bank account to Quicken, as well as discuss some of the nuances and little tips and tricks that…
YOUTUBE VIDEO: How to Buy and Get Started With Quicken
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YOUTUBE VIDEO: How to Buy and Get Started With Quicken

By Joe DiSanto
In this video, I'll walk you through the process of purchasing Quicken and discuss the differences between Quicken for PC and Quicken for Mac. I'll also show you how to…
YOUTUBE VIDEO: Get Organized FAST By Using My Quicken Categories Template File! (Huge Time Saver!)
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YOUTUBE VIDEO: Get Organized FAST By Using My Quicken Categories Template File! (Huge Time Saver!)

By Joe DiSanto
This video will demonstrate how to set up Quicken using one of my template database files. So here's a quick explanation: Quicken collects all of the data that you enter…
Uncovering the Secrets Behind Real Estate Profits
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Uncovering the Secrets Behind Real Estate Profits

By Joe DiSanto
Are you finally ready to invest in real estate but still feel a little clueless about how much return you will get? Does investing jargon still confuse you at times?…
YOUTUBE VIDEO: Cap Rate Calculations in Seconds!
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YOUTUBE VIDEO: Cap Rate Calculations in Seconds!

By Joe DiSanto
You may have an understanding that real estate is a solid investment choice. You may even be at the point where you have started looking! But once you find an…
YOUTUBE VIDEO: Unlock the Secrets of Financial Success with Quicken! (A How-to Guide)
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YOUTUBE VIDEO: Unlock the Secrets of Financial Success with Quicken! (A How-to Guide)

By Joe DiSanto
There just isn’t any way around it. No matter how you earn, invest, slice, dice and spend your money, one financial fundamental will hold true: you must track your finances…

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