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by hirvi74
536 days ago
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Only reason I stopped going down the PTA path was I always struggled to figure out a viable way to organize everything. I tried one file per account, one file per account per month, multiple accounts in one file per month, and eventually everything in one massive file per year. No matter what I seemed to choose I always seemed to end up with just a complete mess. |
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I also went through a couple file organization schemes and have (tentatively) settled on file-per-month since that leads to a nice cadence where setting up the new monthly file coincides with paying bills and is a good time to do any necessary account reconciliation.