Setting up Financial Tasks & Systems

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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Unique Ways to Use YNAB
Financial Tools & Resources

YNAB Tutorial Part VI: Unique Ways I Use YNAB

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

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If you don't have separate savings buckets for your goals, you are missing out on some major advantages! Not only do you save more but also can spend more guilt-free. And who doesn't want that?
Setting up Financial Tasks & Systems

The Advantages of Keeping Separate Money “Buckets”

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

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Organization is the Key to Financial Success
Managing Finances as a Family

Organization is the Key to Financial Success

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

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Making Your Money Matter - Setting up digital financial binders
Budgeting

Setting up Digital Financial Binders

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

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