I've refined the fastest, most effective way to use Quicken, so you can skip the frustration and jump straight to a fully customized financial command center.
For over 20 years, I've used Quicken to:
• Run the finances of multi-million-dollar clients
• Manage millions in revenue, real estate, and investments
•Build a system my clients trust to safeguard their futures
• Create lasting personal wealth with total clarity and confidence
• Semi-retire at the age of 43
Now, I’m pulling back the curtain to show you my exact system: how I set it up, what I track, which reports matter, and how to make Quicken work like your personal CFO.
"Joe is a Quicken guru! I found him through YouTube when searching Quicken tutorials. My personal finances are a bit complex, so I reached out to Joe to schedule a one-on-one session for more hands on help. Joe was informative, thought provoking, and so knowledgeable. 10/10 would recommend!"
- Kathleen
"Joe is a Quicken guru! I found him through YouTube when searching Quicken tutorials. My personal finances are a bit complex, so I reached out to Joe to schedule a one-on-one session for more hands on help. Joe was informative, thought provoking, and so knowledgeable. 10/10 would recommend!"
- Kathleen
Most People Only Use 10% of Quicken’s Power — And It’s Costing Them
Without the proper knowledge you'll likely:
- Enter transactions manually without automation
- Avoid advanced features because they seem overwhelming
- Skip running reports that reveal your true financial picture
- Miss the small leaks that drain thousands every year
- Let underperforming investments sit in your portfolio for years
- Overpay taxes you could have legally avoided
- Waste hours hunting for information you could have in seconds
- Stay reactive instead of building wealth proactively
"I am so much more in control of my finances, and I’m dramatically less anxious. I feel like I have the ability to consciously plan and save in a way that I didn't before"
- Clair
"I am so much more in control of my finances, and I’m dramatically less anxious. I feel like I have the ability to consciously plan and save in a way that I didn't before"
- Clair
Your Financial Clarity Starts Now
You’ve got two choices:
- Keep “sort of” tracking your money, crossing your fingers, and hoping everything works out in the end.
- Or, use Quicken Mastery to achieve...
- Total Clarity – Every dollar you earn, spend, or invest is tracked. You can instantly see where your money is going and why.
- Fast Answers, Zero Stress – Whether it’s “Can I afford this property?” or “How much did I spend on my kid’s college last year?”—you’ll have the answer in seconds.
- Unshakable Confidence – With organized finances, you’ll move on major decisions—investments, home purchases, business growth—without second-guessing yourself.
- Peace of Mind – No more anxiety about surprise bills, tax season, or “Did I forget something?” You’ll know exactly where you stand—always.
- More Earnings From Your Savings and Investments - With full visibility into your cash flow, you'll plug the holes and free up money to put to work—and actually see your wealth grow.
- Financial Independence Sooner - When your money is organized, every dollar moves you closer to freedom.
"Joe is a valuable and extremely knowledgeable resource. I have had 2 sessions with him and he has effectively guided me in setting up my quicken accounting. I highly recommend anyone struggling with getting over that hump l, book a meeting or better yet just buy one of his packages- he makes it all worthwhile"
- Geoff
"Joe is a valuable and extremely knowledgeable resource. I have had 2 sessions with him and he has effectively guided me in setting up my quicken accounting. I highly recommend anyone struggling with getting over that hump l, book a meeting or better yet just buy one of his packages- he makes it all worthwhile"
- Geoff
Here are a couple success stories...
"So before Joe's Financial Roadmap course, I was always saving a little here and there, just 'cause I was always brought up to save, but I didn't have a whole lot of purpose or intention behind why I was saving. I definitely wasn't thinking about retirement more than contributing a little bit to my 401k every paycheck. But now I feel like it put the whole retirement thing in perspective. I feel confident in why I'm saving. I have actual goals as to what I'm saving for, and I'm just really grateful. I feel like I have a lot more control over my own finances and confidence in my financial future."
- Dani A.
"This course completely changed my perspective on my finances. I thought I was pretty diligent about how I managed my money, but Joe’s course opened my eyes to so much more that I could be doing. I love how he breaks everything down into manageable steps. I was able to follow through with a retirement plan that I actually feel excited about!"
- Dillon C.
“I have so much more in control of my finances, and I’m dramatically less anxious. I feel like I have the ability to consciously plan and save in a way that I didn't before.”
- Clair T.
"I don't consider myself a financial expert, but I'm certainly no dummy. I've run a number of successful small and larger businesses. But there is something that's a little bit different about retirement planning. So I took Joe's course and started working on a plan and it's gotten me a lot further down that road. It's also gotten me into more real estate investing, which has led to me becoming much more of an expert in that area. You might manage your own money and be pretty good at it, but without a solid plan for where you wanna be in 10, 15, 25 years, I think you're just kind of leaving some money on the table. I'd recommend this course to get you started working on that plan."
- Jason
“After I hit some major roadblocks in my life I had no idea who to turn to for advice when it came to rebuilding and managing my finances and to plan for the future. Then I met Joe. His course is filled with the expertise, insider knowledge, and step-by-step instructions in order to achieve financial independence, plan for the future, and wisely manage your money. He’s the real deal. “
- Josh
"Joe's Financial Independence Roadmap course helped me understand why I wasn’t on the best path to achieving my goals. I have always wanted to own a house, but it was difficult to pull off in a city like Los Angeles. The course helped me prepare for that and also helped me see how owning my home fits into my long-term plans."
- Geoff
Andrew Cramb
Joe is an absolute legend! I've learned so so much from him in the world of finance. It's the first time someone has been able to take extremely high level concepts and break them down into actionable steps and explanations. If it weren't for him my LLC wouldn't have happened! Thanks my friend!
John Cranston
I've been working with Joe for almost 13 years now and over that time have watched his success grow and grow. His savvy and know-how are second to none, and there is no one else I would recommend to steer your financial ship.
George Grombacher
Joe is a clear thinker who can take difficult concepts and make them easy to understand.
What Makes This Different from Every Other Quicken Tutorial
Most tutorials show you where to click. This course teaches you the system.
Including the exact workflows, settings, and reports I use to manage real money, in the real world, for real results.
It’s not just about learning the tool—it’s about understanding:
- ✅ What to track and why it matters
- ✅ How to spot opportunities in your own numbers
- ✅ Which reports to run and when
- ✅ How to use Quicken as your financial GPS, guiding every decision with advanced insight
I show you how to run your money like a business, by building a complete financial system.
Who Am I & Why Should You Listen To Me?
Hi, my name is Joe DiSanto.
I teach high-income earners how to turn financial chaos into lasting wealth.
And I’m completely obsessed with anything & everything related to money and finances.
I’m an absolute finance nerd.
Here's a little about me...
- ➡️ I’m a semi-retired CFO and financial coach who’s helped 100s of clients achieve their financial dreams
- ➡️ I’m a real estate investor with multiple cash-flowing properties in my portfolio
- ➡️ Emmy award-winning documentary film producer
- ➡️ Previous owner of two 7-figure businesses (which I was able to exit for a nice payday)
Today, because I’m lucky enough to have the freedom to work part-time on things I love…I'm helping YOU master your finances and gain financial independence.
What Our Clients Say
What's Included
My program of 40+ in-depth video lessons.
Step-by-step screen shares walk you through my exact setup and workflows for both Mac and PC versions of Quicken.
You'll become a Master of how to:
1. SET UP Quicken the RIGHT Way
Buy, install, connect accounts in minutes, and instantly organize with my pre-built templates.
2. AUTOMATE your Money Management
Download, categorize, and track transactions, recurring expenses, paychecks, and mortgage payments without manual work.
3. BACK UP and Protect your Data
Set up automatic backups so you never lose progress.
4. BUDGET SMARTER
Create a budget that actually works for your lifestyle—without feeling restricted—using my exclusive Google Sheets Budget Template to save time.
5. CREATE Powerful, Customized Reports
Use Quicken’s reporting power to instantly spot overspending, underperforming investments, and progress toward goals.
6. WORK FASTER with Bulk Tools
Re-categorize, edit, and update multiple transactions instantly to save hours.
7. TRACK INVESTMENTS like a Pro
Manage brokerage accounts, retirement funds, and even cryptocurrency with total confidence
8. MANAGE REAL ESTATE and Rental Properties
Track income, expenses, and cash flow with ease.
9. UNLOCK PRO-FEATURES Most Users Never Touch
Leverage tags, category groups, and hidden accounts for laser-focused tracking.
10. RUN YOUR FINANCES like a CFO
Strategically progress toward your financial goals, by running your financial life like a well-oiled machine.
Get all this valuable knowledge
in my Easy to Follow Course
Just $497
You're Also Going to Get
3 Bonuses Valued At $464!
FREE Bonus #1: My Pre-Built Quicken Templates ($197 Value)
Imagine skipping the frustration of setting up Quicken from scratch and jumping straight into managing your finances like a pro. With these pre-built Quicken templates, that’s exactly what you’ll do!
These templates are the culmination of over 20 years of Quicken mastery, saving you hours of setup time. Everything is perfectly organized and ready for you—just click to install, and you’re good to go.
This isn’t just a time-saver—it’s a game-changer.
Normally, setting up Quicken can take a bit of time.
But with these pre-built Quicken database category templates, it’s all set up and organized FOR you.
These templates are created based on my 20+ years of experience using Quicken, and all you need to do is simply click to install and set up the templates, and you’re ready to go.
Saving you time, so you can start USING Quicken rather than messing around setting it up.
Plus, you’re going to get…
FREE Bonus #2: My Budget Template ($47 Value)
This is the Exact Budget Template I Used to Pay Off $70K in Debt and Semi-Retire at 43.
I can say without a doubt that this template was one of the most powerful tools I used to take control of my finances and achieve financial freedom.
And now, I’m giving it to you. No need to start from scratch—this pre-built budget template includes all the essential categories, so you can easily track your spending, spot overspending, and take charge of your financial future.
It’s time to stop guessing and start getting results. Use this template to take the first step toward the financial freedom you deserve.
Plus, you’re going to get…
FREE Bonus #3: Quicken Mastery Lifetime Access + Updates ($120 Value)
Your system evolves with my latest strategies and new technology.
When you enroll in the course, you get lifetime access—no subscriptions, no renewal fees. That means you can revisit the material anytime, at your own pace, and benefit from all future updates and additions at no extra cost.
Even better, you'll automatically get access to all future updates and improvements to the course at no additional cost. As the material evolves and new strategies are added, you’ll always have the latest and most effective guidance at your fingertips.
© 2025. All Rights Reserved.
© 2025. All Rights Reserved.