My continued struggles with quarterly accounting

Four times a year, I partake in a ritual that reminds me of my limited cash-flow competence–and of how a certain large personal-finance firm just doesn’t care.

Adding up my income and expenses after each quarter instead of at the end of the year is Accounting 101, but because I stumbled into a freelance existence it took a few years of struggling through tardy bookkeeping to get myself in the habit.

Several years of this practice have now streamlined this to a manageable level of drudgery, but the first step remains as irritating as ever: downloading records from Intuit’s Mint.com personal-finance app.

I know, I know; Intuit runs this free Web app so poorly that it still seems to require Adobe Flash to display investment charts. (I can’t confirm that at the moment because Mint’s investment page won’t load.) But for my limited expense-tracking needs, it functions well enough most of the time.

And then there’s the other four times a year, when I need to edit a Mint Web address to work around its bizarre inability to search transactions by date. Yes, to see only transactions for the second quarter of 2019, I need to edit this page URL:

https://mint.intuit.com/transaction.event

This address will cause Mint to show just Q2 transactions:

https://wwws.mint.com/transaction.event?startDate=04/01/2019&endDate=06/30/2019

Then I can search for those tagged as “Freelance journalism,” download the results as a .csv file, and import that into the Google spreadsheet I use to track my expenses.

There, I still need to piece apart payments, reimbursements and different categories of expenses. But in general I’m only looking at half an hour of copying and pasting to know how I made my money and where I spent it–assuming I didn’t forget to tag a transaction in Mint, which has happened more than once.

Whether the results make me happy is another thing entirely. In this case, my problem is a June that fell between too many clients’ payment timetables and also suffered from a snakebit May for story pitches… well, let’s just say the resulting paltry income might suggest that I got a lot more done around the house than I actually did.

Fortunately, I had two large checks arrive in the mail July 1, so Q3 is off to a fine start. At least, that’s what I’m telling myself now.

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Post-travel to-dos

Cards and card

I’m through the worst of what I’m not-so-fondly calling Conference Month, and all of this travel is reminding me of the tasks that await each time I come home and finish unpacking.

Let’s see:

  • Do laundry.
  • Catch up on other household chores: sweep the floors, do the dishes, bake bread, reaffirm my earlier decision that the late-summer lawn is a lost cause.
  • Go over my e-mail to see which messages I should have answered three to five days ago.
  • Tag and categorize business expenses in Mint, then verify that I didn’t forget to record any cash transactions in the Google Docs spreadsheet I use for that purpose.
  • Send LinkedIn invitations to people I met on the trip, assuming their profiles show signs of recent life. (Go ahead, call me a tool now.)
  • Throw the latest set of press-kit USB flash drives onto the pile.
  • Scan business cards into Evernote.
  • Download, edit, geotag and caption photos, then post them to Flickr (for public viewing) or Facebook (for friends).
  • Make sure I got the proper frequent-flyer credit for the last round of flights.
  • There’s probably some other chore that should be on this list but that I will only remember when I’m on my way to National or Dulles.

As I write this, there’s a stack of business cards on my desk and several dozen pictures in iPhoto that have not been edited, geotagged, captioned or shared. And I only have five days before my next work trip, the Online News Association’s conference in Los Angeles, so you can imagine how well this is going.

Conference organizers, maybe you could find other months to host your events?