In Part I, we talked about organizing a cash flow system to track your income and spending according to your values and goals, while minimizing time spent doing so. In Part II, I shared my own system for organizing financial paperwork and documents. I highly recommend using
I’ve always loved organizing. There’s something about things being neat and tidy that makes me feel like my life itself is a little bit less messy too (maybe that’s a little crazy?). So naturally, years ago when I started really getting my finances in order, it was
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
If I haven’t convinced you to use YNAB yet, I think this one will likely do so (or if you already use it, give you some more ideas to make it work even better for you!). In this part, I show unique ways that I use YNAB
For the past few months, ever since detailing out the organization of my financial accounts, I’ve been considering whether I should simplify and consolidate a little more. The real truth, though, is that I mostly like having numerous accounts for different saving purposes. It takes some extra
It’s been a goal of mine to decrease my grocery the amount I spend on food this year. Seemingly in contradiction, so is switching my family to a fresh, mostly organic diet. I’ve discovered that these two aims aren’t at odds at all. My top 5 expenses
I’ve always loved to organize things. My idea of playing with my kids is sorting their toys into the correct bins, color coding the Legos and setting up new storage systems. I truly believe that there is a correlation between having an organized method of tracking your
Confession: I use to be a scrapbooker. However, I never actually finished any of the scrapbooks that I started. I spent 90% of my scrapbook time organizing all my supplies and 10% (possibly less) actually creating scrapbook pages. Fortunately, I accomplish a lot more with my finances,
I would say I’m a pretty typical nerdy accountant. I enjoy debits and credits, at least when they balance. I have an unusual fondness for buying office supplies (especially pens and pencils). By now, you probably already that I’m obsessed with spreadsheets. So…you can probably guess
If you’re just stopping by for the first time, this post is the part of getting organized to get ready for a series of classes over the next few months which will culminate in the development of a complete financial plan. Stop by the orientation class HERE first for the orientation
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.
