Google Docs? MS Office? Others?

Question

Hey BP! Wondering what everyone uses to keep track of financials/documentation and in general just stays organized with all of their investing.

I'm considering just expanding my storage space for my Google Drive and continuing to use Sheets/Docs etc.

I've found success with organizing through Google but would love to hear what others use and how they're staying organized.

Kevin McGuire · Answer

@Anthony Simboli No problem! To my knowledge, Microsoft does not turn your stored data into an asset which they then use or sell. However, if you really want to be defensive, there's Box for cloud storage, and Proton Mail for email, both of which use "zero knowledge" storage. I've looked at Box and I don't mind paying for cloud storage (since otherwise you pay with privacy) but at the time I didn't like the application integration on iOS as much. Definitely worth a look though.

Kevin McGuire · Answer

@Anthony Simboli QuickBooks Online is monthly subscription and browser based so you can run it on either Windows or Mac. There’s also an iOS app.

I use Microsoft Office (One Drive, excel, word). I just don’t like giving all my data to Google for them to sell in some form or another. And I use QuickBooks Online.

Most important I find is being cloud based.

Trenton Miller · Answer

I use Google for nearly everything.  With the exception of financials.  We route all of our financials through QuickBooks.

Autumn Alexander · Answer

Hey @Anthony Simboli! I use all of the tools google has to keep track of our documents and files (drive, sheets, docs, etc).

So for instance for our lead organization & management, I clean the lists up in google sheets and then download as a .CSV file and upload into Airtable (google sheets on steroids) where its easier and cleaner to manage.

I use Airtable to manage our raw leads data - I have a trigger set up, that whenever we change the status to "qualified", that lead will go into our CRM (Salesmate.io) where we track our contacts and deals.

I also like to use Trello to keep track of projects.

Trenton Miller · Answer

You can use QuickBooks Online which is a cloud-based subscription.  However, you are limited as to what you can do compared to the software option.

I personally have not used either on a Mac so I can't help you there.

Anthony Simboli · Answer

@Guifre Mora makes sense. I'll check it out, didn't realize it had similar functionalities. I've been using Google Sheets/Docs/Slides/Forms etc. Less functionality than Microsoft Word/Excel etc, but easier to manage I've found.

Thanks!

Kevin Hintz · Answer

I’ve been using Google Sheets and Drive for a while now to keep track of my investments, and it works pretty well for me too.

Expanding your storage could definitely help if you're sticking with that system. One thing I did was create templates for different types of investments, stocks, crypto, so I can quickly update them without creating new docs from scratch each time.

If you're open to trying something new, I’ve also used Excel, especially with its built-in templates for tracking finances. You can get Microsoft Office at a pretty decent price on this link if you're looking for something more powerful than Sheets.

Sean Morrison · Answer

I just started using Zoho One. It's a suite of applications that includes all the same things Google docs and email does, but also has other programs like a CRM, scheduling (like acuity), meetings (like Zoom), dropbox-like storage, Flow (like Zapier), and invoicing. My take so far is that none of the programs are the best of breed, but many integrate with each other so work really well. I still use QB for accounting, gmail, and Box for storage.

Bryce DeCora · Answer

@Anthony Simboli I use Quickbooks online (on my Mac) and would recommend it all day long.

In addition to financial management, you should be using a lead management software. I use Podio so I have the power to integrate with many other platforms for things like sending direct mail or text message from the CRM. Message me if you want more guidance.

Anthony Simboli · Answer

@Kevin McGuire great feedback! I'm going to look into those, I've never heard of them before but always interesting to see what security and tools are out there. appreciate it!

Google Docs? MS Office? Others?

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