Financial Tools & Resources

It's so helpful to have a step-by-step process to figure out how to budget with YNAB. This has both a video and written tutorial!
Financial Tools & Resources

YNAB Tutorial Part III: My Step-by-Step Budgeting Process

Now that we’ve set up YNAB (Part I) and learned a little bit about the budgeting basics (Part II), we’re finally ready to jump into the logistics of actually using YNAB for budgeting tasks. The key to using YNAB successfully is to remember that the benefit of

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A password manager is an important tool to enable you to securely store all of your passwords.They offer so many amazing features as well!
Financial Tools & Resources

5 Ways A Password Manager Will Improve Your Life

Do you know that feeling of frustration when you need to log into an account that you only use occasionally and can’t remember the password? I certainly do. Something that should take a few seconds turns into a few minutes instead to request a password reset and

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YNAB Part II Budgeting Basics | Learn about why YNAB is different from any other budgeting software and how the budgeting functions work in this short tutorial.
Financial Tools & Resources

YNAB Tutorial Part II: Budgeting Basics

It’s been a while since I mentioned how much I love YNAB and presented the introduction tutorial & video to show you just how to set everything up. If you’re new to YNAB, you’ll definitely want to check that out first. The last step you should have

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Budgeting

YNAB Tutorial Part 1: Setup

I have another video tutorial for you today. The last one I did was on the basics of Excel. You know by now how much I love Excel. And now, today, I’m introducing you to another great tool, YNAB. (Note: select the settings icon and adjust the

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Check out this video for some basic excel functions that will help you get started in using excel to create your financial plan!
Budgeting

Beginner Excel Tips for Financial Planning

If you’ve been around here for a while, then you likely know that I LOVE spreadsheets. I took an Excel class as an elective in college (wow-nerd alert!) and it was possibly the single best class I could have taken to really set me apart from my

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Not using YNAB because you don't like that it doesn't accomodate budgeting/forecasting income? YNAB is the greatest budgeting software out there-use this income hack!
Budgeting

How I Hack YNAB to Budget My Income

When I returned from our 4-year long business assignment in Asia, I was ready to finally utilize a budgeting software that would help simplify the budgeting process and minimize the time I was spending tracking our expenses. I am a HUGE believer in tracking expenses and had

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So much stress gone by following a similar plan this year! And LOVE, LOVE, LOVE this printable/spreadsheet to track Christmas gifts!
Budgeting

5 Steps to Stress-Free Holiday Gift-Giving (And Printable Spending Plan!)

I absolutely love Christmas time.  The excitement.  The decorations.  The music.  The message. But, oh…the gifts.  I’m terrible at giving thoughtful gifts.  Unfortunately, this has meant that I’ve spent many years scrambling at the last minute to finish my Christmas gift purchases. Having kids compounds this (in

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Learn the best way to track your medical expenses and claims. This includes a free downloadable spreadsheet to make sure you keep track of all your medical expenses!
Financial Tools & Resources

Tracking Your Medical Expenses & Claims

Now that we’ve completed the basics of medical insurance, we need to talk about something related that is so, so important.  Do you keep track of your medical bills and compare them to what your insurance company says you owe before you make the payments?  This is especially important

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Everyone should have a household inventory. Love this spreadsheet!
Creating a Financial Plan

Complete Guide to Creating a Household Inventory

As part of our international move preparations, we were required to prepare an inventory of all of our household belongings.  I had already filled out mounds of paperwork by this point in time and was not thrilled with the tedious task of going around my house room

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Track your debt payoff progress with these free printable charts!
Creating a Financial Plan

Tracking Your Debt Goals

I’m a visual person.  I love numbers too, but sometimes I just need to be able to see things visually through a graph or chart.  Maybe you’re the same way? Getting out of debt is going to require a lot of motivation and persistence and the more debt

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