Thank you SO much for this video! I'm very interested in doing this. However, the next time you make a video I would ask that you consider killing the music during the tutorial part (fine in the beginning), but it's really distracting when I want to focus on what you're saying. I have some hearing impairment, so the extra noise makes it really hard to listen to you. And you put so much time and effort into it, it's too bad. Perhaps you can still edit it. But truly, thank you for putting this type of content out there.
I would love to learn about this. I am managing a client's personal assets in quickbooks. How can I get more information on setting something like this up?
Hi Brad I am in the process of creating an online course teaching how to do everything from the setup to the regular maintenance. Once the course is completed I will create more videos about the topic. In the meantime, if you are interested I am offering support with creating this type of setup. You can fill up your information here and I will contact you- zfrmz.com/rJgICoO7ZuqldgW5AUIX Thank you for the feedback :)
Hey Koby, have you tried using the Taxes section to keep track of withholdings from a W2 job? I am trying to dial in my W4 but want to keep track so I don’t get surprised at the end of the year. Thoughts.
I would love to know how you operate the savings equity accounts. Once the income has been recorded, how to you transfer to the savings account? Do you leave the cash account alone and just use the income and equity accounts? Thank you!!!
I tried to find the video about how you set up Quickbooks for personal finance but couldn’t find it. Beginner Question: do you have to input the numbers that you owe, say, on your credit card, or does Quickbooks get these amounts from my online Visa account?
Hi Koby - do you have more of these afterall? I'm tyring to figure out how I can automate my family budget. I've got aprroximately 67 potential expense categories every month that I budget for. Some expenses are monthly, others quaraterly,,semi-annually etc. I budget bi-weekly, so that all of my expenses are broken down similary. How can I automate this all so that I don't have to enter the amounts of my "budget" into each expense category? Bank and cc transactions automate no problem . But every 2 weeks, I've got to allocate the income to the "expense buckets" for lack of a better term. Thanks.
Thank you SO much for this video! I'm very interested in doing this. However, the next time you make a video I would ask that you consider killing the music during the tutorial part (fine in the beginning), but it's really distracting when I want to focus on what you're saying. I have some hearing impairment, so the extra noise makes it really hard to listen to you. And you put so much time and effort into it, it's too bad. Perhaps you can still edit it. But truly, thank you for putting this type of content out there.
So do you have 2 separate QB subscriptions? or 1 subscription for both personal and business?
Can you please turn off the background music? It is hard for me to tune it out so I can listen to you. No music when you are talking, please.
If to be used only for personal finance, should I just buy the "Simple Start"?
Which quickbooks subscription plan will you recommend for personal finance?
Can Shares & Stocks accounts also be managed in quickbook along with the more classic and saving accounts?
Thank you for the great overview. God bless -Dr. Shon the Motivational Dentist
I would love to learn about this. I am managing a client's personal assets in quickbooks. How can I get more information on setting something like this up?
excellent thanks
Thank you! My pleasure.
thanks Koby.. I was looking for the other video how did you set it up. Do you have a link? What Edition are you using?
Do you recommend QuickBooks basic plan for personal finance?
This is great. Have you completed any other videos to further go into detail how you set up QBO for personal finances?
Hi Brad I am in the process of creating an online course teaching how to do everything from the setup to the regular maintenance. Once the course is completed I will create more videos about the topic. In the meantime, if you are interested I am offering support with creating this type of setup. You can fill up your information here and I will contact you- zfrmz.com/rJgICoO7ZuqldgW5AUIX
Thank you for the feedback :)
Hey Koby, have you tried using the Taxes section to keep track of withholdings from a W2 job? I am trying to dial in my W4 but want to keep track so I don’t get surprised at the end of the year. Thoughts.
I would love to know how you operate the savings equity accounts. Once the income has been recorded, how to you transfer to the savings account? Do you leave the cash account alone and just use the income and equity accounts? Thank you!!!
Just wondering, do you do a reconciliation each month of these accounts?
when you are saving, travel, as an example...is this an actual separate bank account, or just a partitioned amount of a common account?
Great video, thanks for sharing!
Kenneth Saffold my pleasure
I tried to find the video about how you set up Quickbooks for personal finance but couldn’t find it. Beginner Question: do you have to input the numbers that you owe, say, on your credit card, or does Quickbooks get these amounts from my online Visa account?
Hi Koby - do you have more of these afterall? I'm tyring to figure out how I can automate my family budget. I've got aprroximately 67 potential expense categories every month that I budget for. Some expenses are monthly, others quaraterly,,semi-annually etc. I budget bi-weekly, so that all of my expenses are broken down similary. How can I automate this all so that I don't have to enter the amounts of my "budget" into each expense category? Bank and cc transactions automate no problem . But every 2 weeks, I've got to allocate the income to the "expense buckets" for lack of a better term. Thanks.
Have you any other video about personal finance?
thank you
Which version of QB are you using here?
It’s the standard Quickbooks online version
Thanks for sharing! Do you offer setup services?
Stephanie Lynn Lerner absolutely the link to schedule a free 30 minute discovery meeting is in the description
@@kobylerner I would love to chat with you about setting up QB for my personal accounts
my cell number is 512 7571570
David Sergi no problems I will give a call later today. When is the best time for me to call you?
@@kobylerner any time
what you fee for setup assistance?
Hi, Angelia, I can certainly help you with the setup. I see that you have already scheduled a free discovery meeting. That's great! Talk soon.
Be careful with your personal info. Otherwise excellent video and thanks for sharing
Will do! Thanks for the feedback
help me setup sir
Hey no problems. Please email me at koby@kobylerner.com