Lisa Pemberton
Personal Finance Writer & Certified Financial Planner
Portland, OR
Lisa Pemberton is a Certified Financial Planner with 11 years of experience writing about personal finance software, budgeting strategies, and investment tracking. She holds a CFP designation and a B.A. in Economics from Portland State University. Before becoming a full-time writer, Lisa spent five years as a financial advisor at a boutique wealth management firm, where she used Quicken to help clients track portfolios and manage household budgets. Her step-by-step guides on Quicken setup, bank sync troubleshooting, and retirement planning features have helped over 800,000 readers take control of their finances. Lisa specializes in Quicken for Windows and Mac, covering everything from first-time setup to advanced investment reporting. She is based in Portland, Oregon.
Areas of Expertise
License & Certification
Published Articles (23)
How to Fix Quicken Error 1303
13 min readHow to Fix Quicken Error CC-899
15 min readHow to Fix Quicken Error 504
14 min readHow to Fix Quicken Error CC-506
15 min readHow to Install Quicken on Windows and Mac
13 min readHow to Connect a Bank Account in Quicken
13 min readQuicken Bill Pay: Frequently Asked Questions
15 min readQuicken vs QuickBooks: Which Is Right for You?
15 min readHow to Fix Password Problems in Quicken for Windows
14 min readHow to Add a Rental Property in Quicken Rental Property Manager
18 min readHow to Change Your Quicken Password
14 min readHow to Fix Quicken Online Banking Problems After an Upgrade
15 min readHow Quicken Bill Pay Works
16 min readHow to Edit a Quicken Bill Pay Payment
13 min readHow to Pay Bills Online with Quicken
15 min readHow to Manage Online Bills in Quicken
16 min readHow to Fix Quicken Report Tab Not Showing
12 min readHow to Verify Quicken Bill Pay Is Working
11 min readQuicken 2016: Features, System Requirements, and Upgrade Guide
12 min readQuicken Starter: What Is Included and Is It Right for You?
5 min readQuicken Deluxe for Mac: Features, Pricing, and Getting Started
6 min readQuicken Home and Business: Features for Landlords and Self-Employed Users
7 min readHow to Find a Quicken Certified Consultant
15 min read