Financial Tools & Resources

Awesome recommended budget percentage spreadsheet that goes with the budgeting spreadsheet. This website has a series of free money courses, including budgeting and financial goals.
Budgeting

Should You Follow Recommended Budget Percentages?

As you know by now, I like to have guidelines to look at and compare my own personal finances to others and to recommendations by others.  I also often like to ignore those recommendations and guidelines and do whatever I want.  After all, it’s my money and

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Review of Personal Finance Software: YNAB, Mint, Personal Capital, Mvelopes, Everydollar and Calendar Budget
Budgeting

Which Personal Finance Software Should You Use?

In the class about tracking your expenses, I mentioned that my top choice for the method of tracking expenses is to use a personal finance software program.  And then of course I gave you a spreadsheet that you can use to track your own expenses (because that’s what

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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

topics!

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