Sunday, June 28, 2020

CANADA: Planning & Tracking Your Investment Budget With Your Caseworker

In order to qualify and manage all those investments files for your caseworker at home from your welfare cheque you're going to need a good accounting program.

I recommend using Monday.com

At monday.com you can plan all your budgets, bill payments and project plans with one tool through your Google login.

Monday.com gives you all the free tools to manage your bill payments, calendar, reminders to do your budget as well as track your small business plans and stock market graphs.

This will help you save money by budgeting and managing your money online with your payment reminders and bill scheduling, and tracking your stock investments.

You can use this to prepare your files for your caseworker to show them your investment projects or even add them as a user to your group meeting board for them to review your budget from their office to help you plan your investments with the twenty dollar a month investments.

Then you can just add your case worker to your project plan and leave messages on the board for their review, when they login they can leave comments on your investment board and help you make corrections for their office investments when they review your files.

They can even send you little notes on your home budget board, like this..."Jason - New bus program cards to be issued this week, throw out old bus pass." 

Then you just write back on your home board and let them know how it went.

Then write back and say this "Hi Julie, I got the new bus pass in the mail and threw the old one out just like you said, by the way when I went to use the bus they wern't even charging."

Then she will update her notes on your board for your budget and calendar plan that she reviewed and closed your items on your home budget from her desk at the Community Services Office.

-END-

No comments:

Post a Comment