Organizing Your Finances

Calculating a few simple key measurements will help you track progress to your financial goals and ensure you're making the most of your money.
Creating a Financial Plan

5 Financial Measurements You Must Know (and how to calculate them)

I’m a big proponent of treating your finances like a business in many ways. To achieve true financial success, it’s essential to be just as diligent and intentional about your spending and saving. Savvy business owners use key metrics that help them ensure that their business is

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Learn how to manage non-budgeting accounts and calculate your net worth using YNAB. See your entire financial picture at a glance and improve your budget.
Financial Tools & Resources

YNAB Tutorial Part IV: Net Worth & Tracking Accounts

The main core of YNAB is in its budgeting capabilities, but you can definitely set it up to manage your entire financial life as well. YNAB is so customizable that it can track any of your accounts and calculate your net worth. We’ve looked at the budgeting

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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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If you're a stay-at-home mom deciding whether to go back to work or someone looking to pick up a second job, this is EXACTLY how to calculate the numbers! A lot more will change than you realize, and of course taxes are the biggest!
Managing Finances as a Family

How Much is A 2nd Income Really Going To Bring In?

I left my job as a CPA when my husband received an international business assignment back in 2011. While I’ve kept up on my CPA license, I have yet to go back into the full-time working world. Now that my husband is more established in his career

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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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Teaching kids about money is SO important. This is a great alternative to using a cash allowance system which requires going to the bank often, having exact change, etc. LOVE this.
Managing Finances as a Family

How To Teach Kids to Track Their Income & Expenses

One of my biggest priorities as a parent is to raise money-smart kids. However, sometimes I get caught up in the day-to-day aspects of teaching my three kids such as trying to get them to help around the house, complete their schoolwork and of course disciplining them

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The role of a financial advisor is to give you ADVICE about your personal finances. If you personally ORGANIZE your information and get your finances under control, that knowledge will employer you in your finances and you can simply go to a financial advisor to provide suggestions about key pieces of your plan.
Creating a Financial Plan

Hire a Financial Advisor to Advise You, Not to Organize You

Have you ever wondered whether you should meet with a financial advisor? The more you get your financial life in order, the more you realize how much you don’t know. There are so many unique circumstances that a google search just doesn’t always cut it, especially when

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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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welcome!

I’m Kathryn Hanna and I love to budget (really, I do!), build spreadsheets, and spend money on travel, sewing supplies & good chocolate.

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