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financial_upkeep [2021/04/23 19:03] – [Monthly Tasks] brianfinancial_upkeep [2021/06/30 15:49] – [Monthly Tasks] brian
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   * Add Financial information to the wiki, both the main page and the last months details.   * Add Financial information to the wiki, both the main page and the last months details.
   * Reconcile in Quickbooks up to the beginning of the previous month   * Reconcile in Quickbooks up to the beginning of the previous month
 +  * Pay rent
  
 === Last day of the month: === === Last day of the month: ===
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   * Review and clear the pending Quickbooks transactions, editing and splitting as necessary.   * Review and clear the pending Quickbooks transactions, editing and splitting as necessary.
-  * Transfer donated money for specific funds to Savings. +  * Transfer donated money for specific funds to Savings and update wiki
-  * Transfer monthly savings amount for savings goals to Savings.+  * Transfer monthly savings amount for savings goals to Savings and update wiki.
financial_upkeep.txt · Last modified: 2021/07/31 04:13 by brian