Daily money management is Checknowledgy’s cornerstone. Your particular needs always determine what services we provide; that said, the scope of our services often includes:
- paying bills;
- creating payment-due schedules so as to clarify what cyclical bills are coming due and when;
- reconciling bank and credit card statements;
- making deposits;
- watching for uncharacteristic bank and credit card charges in real time;
- supplying cash flow and budget reports;
- organizing materials for tax returns;
- watching for insurance premiums coming due;
- managing medical insurance claims;
- setting up Quicken accounts to assist with all of the above.
Sometimes, simply sorting through the mail to uncover bills and discard the unsolicited is important, particularly for our seniors.