Re: Carol
Posted by Ellie
on 6/16/2015, 9:21 am, in reply to "
Re: Mama"
When RR was self employed..he needed financial software and is probably still using it for record keeping. Online banking was not as common as it is today. A direct access to the bank gives you the bottom line balances on all accounts up front. There are links to each account separately to see just what went on in the individual accounts. There is a link to add the people you pay bills to. When you have a new one, you type in the companies name, address, phone number and Account number. It now is permanently listed as a Payee. There is a link to Pay Bills..all of the people you routinely pay bills to are listed. When you get a bill from one of them, you click on the Pay Bills and look for the name. There is a spot to type in how much you want to pay and click. Another screen will come up showing the Payee's name and the amount and if it is correct. If it is, you click again to confirm. Another screen will come up saying its confirmed and lists a confirmation number. You write the confirmation number and date on the bill and you're finished and can go on to the next one. If a problem comes up or a question on whether you paid the bill or not, you have the confirmation number to tell you paid it, If you are running tight on the money in an account and want to check how much money you have left after paying all the bills..You click on the Accounts..go to your checking account number and it will show you how much you have left. If you are using the bank Visa or Mastercard, that will be listed as well..every purchase you've made within 24 hours will be listed and how much the total for the month is so far is listed. All of this is done automatically with no calculations on your part except reading what you owe and inputting numbers.
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