Preparing the Office Get Your Papers in Order: Start Now with FileThis.com

October 21, 2014 by Momstart 3 Comments

This is a partnered post all opinions are my own.

I stink at being organized, it’s just not my cup of tea but it is so very very important. If I was to get organized and file things as they come in and not in March right before taxes were do it would be a whole lot less stressful. Am I organized today? No, is it time to start thinking about it yes yes it is. And it’s not just about tax season, it’s also just being organized and having less paperwork lying around. I hate having papers laying around everywhere but if you looked at my house you would think it doesn’t bother me at all. We have papers on top of every single surface in the house.

Important papers range from permission slips, school notices, financial statements, write-off paperwork, etc. and if you’re like me you are overwhelmed on where to start organizing them. There is a new app that helps sort through the clutter. FileThis – an easy-to-use platform that fetches and organizes important documents. They have tips and great organizational ideas on their blog like:

How to get started tackling the paper pile
What documents are important and what’s not important?
Which documents are easiest to go paperless
The benefits of organizing online – including emergencies like hospital visits, or car accidents

Here is how it works:

1. Create a free trial account at FileThis.com/.
2. Pick a destination – that’s the place where FileThis stores your documents. This could be FileThis Cloud or even your cloud storage at Dropbox, Evernote, Google Drive or Box
3. After you sign up and connect FileThis with your bank, insurance, payroll, and other accounts, FileThis starts fetching your documents, including historic documents from up to three years ago

Different Plans

Forever Free:

Up to 6 connections
Runs once a week
500 MB total storage on FileThis Cloud — OR — use your local computer or a cloud storage of your choice.

Premium for $2.00 a month

Up to 12 connections
Runs once a week
1 GB total storage on FileThis Cloud — OR — use your local computer or a cloud storage of your choice.

Ultimate for $5.00 a month

Up to 30 connections
Runs daily
10 GB total storage on FileThis Cloud — OR — use your local computer or a cloud storage of your choice.
Plus optional Add On Packs

Signing up is easy. Inputting my information was easy. I chose to store everything on the FileThis cloud and then it wanted all my connections:

They have banks, stores, pretty much anywhere you have an on-line account they have thought to have it added to their site. It’s so nice to have everything in one place and with it on the cloud you have access to it no matter where you are, you just need an internet connection or your cell phone. Not only can you connect on-line accounts but you can upload any documents

It’s a really great way to get organized and lose the paper trail.

3 Tips For Budgeting and Taxes Using Windows Apps #WindowsChampions

April 2, 2014 by Momstart Leave a Comment

I’m a Windows Champion and receive devices and information to share with my readers.

Whether you’re interested in maximizing your refund or streamlining your finances for the year ahead, apps from Windows and Windows Phone have your back.

1. Check Your Status

Everyone has the same question as they’re filing their taxes – what’s my refund going to be?! Apps on Windows and Windows Phone remove the guesswork. Try TaxCaster on Windows Phone, utilizing the same calculator found in TurboTax, to quickly enter some basic information and watch your refund amount add up. Once you’ve filed, MyTaxRefund on Windows will allow you to quickly check the status of your return and give you an immediate estimate of when you can expect your refund.

2. Make the Most of Your Refund

Sure, you’ve probably already made plans for how you want to spend some of your refund once you get it. What about the rest? Invest and maximize your refund with Bing Finance on Windows Phone and Windows, which helps you stay on top of fast-changing market conditions so you can make the most informed financial decisions. Keep an eye on all of your investments with SigFig, and sync all of your accounts in one place to track all of your stocks, funds, 401ks and IRAs in real time, available on Windows and Windows Phone.

3. Budget Tips

Get in the mood to save more money for next tax season. On both Windows and Windows Phone, Mint helps you understand where you’re spending your money with helpful charts and graphs that make saving easy. Use Billminder on your Windows Phone or laptop to keep an eye on all of your monthly bills so you never miss a payment (and know how much you have left to spend!). Save for the next step of your life with MoBu Financial Management on Windows Phone and Windows. MoBu allows you to view your current financial assets as well as the opportunity to simulate your future savings with how much you can save in 5, 10, or 20 years!