I’m using Quicken in my work laptop to manage my personal finance. Curious about how most of you manage yours. Any concern in using the work laptop regarding compliance or security threats?

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You really shouldn't use company assets for personal use - or at least don't store personal data on company hardware. Pick up one of the $200 mini PCs for home use if you don't have other hardware.

It's probably not a compliance issue, but why would you want your firm to have access to your personal files?

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No issues. I use web based tools so nothing stays on the laptop, but even if there was, it’s fine.

We don’t really manage our spending frankly. We are pretty frugal people so our spending is always in pretty good check. Savings and investments in auto allocations so that’s pretty simple.

I use Monarch, it’s well done and worth the money. Cloud based but I’ll access it on my work laptop, don’t see an issue there.

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