Organizing Your Finances

Set up categories, accounts and get started budgeting with YNAB in just half an hour. This is exactly how.
Financial Tools & Resources

A Quick Start Guide to Using YNAB in 2018

Because the principles behind YNAB are different than traditional budgeting, it can be a little tricky to get started. However, once you take the first steps to figure it all out, it’s a game changer for your money. Here’s exactly what you need to do to get

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My finances are just one area of my life that I'm focusing on simplifying this year. My focuses are on better ways of automating, tracking and managing my money.
Minimalism & Frugality

How I’m Simplifying My Finances This Year

Last year, my word of the year was “enough”. I was frequently able to express gratitude for the things I already owned and realize how much abundance I had in my life. Overall, I bought fewer things and saved more money. I also said, “enough” to many things

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I'm ready to be a money boss in the new year. Great actionable tips here for starting the year out strong by getting super organized with your budget!
Organizing Your Finances

My Checklist For Creating a Budget for The New Year

Checklists, new year resolutions, and budgets. Three of my favorite things! And today we’re bringing them all together. As a self-proclaimed money nerd, I enjoy setting up my finances for a brand new year. There’s something about being able to start all over and improve the process

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welcome!

I’m Kathryn Hanna-wife, mother of 3 and a Certified Public Accountant. I love to budget (really, I do!) , build spreadsheets and spend money on travel, sewing supplies and good chocolate.

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diy fianancial checklist

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Easy-to-customize spreadsheets to improve your entire financial life from budgeting to tax and retirement planning.