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Making Your Money Matter

Create a life you love, one dollar at a time

  • Changing Your Money Mindset
    • The Importance of Money
    • Adjusting Your View Of Money
    • Minimalism & Frugality
  • Creating a Financial Plan
    • Financial Plan Classes
    • Financial Plan Topics
  • Organizing Your Finances
    • Financial Tools & Resources
    • Managing Finances as a Family
    • Organizing Financial Paperwork
    • Paperless Financial Organization
    • Setting up Financial Tasks & Systems

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

May 23, 2017

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!

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 and makes substantially more than when we were […]

6 Comments Filed Under: Managing Finances as a Family

My Exact Financial Account Setup (From Checking to Retirement Accounts)

May 16, 2017

EXACTLY how I set up my financial accounts from my checking, saving and credit card accounts to my retirement accounts. Knowing your own financial map is invaluable!

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, but it’s another thing that I love to […]

20 Comments Filed Under: Organizing Your Finances, Setting up Financial Tasks & Systems

YNAB Tutorial Part II: Budgeting Basics

May 12, 2017

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.

This post contains affiliate links. See my full disclosure here. 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 […]

Leave a Comment Filed Under: Financial Tools & Resources, Organizing Your Finances

How To Teach Kids to Track Their Income & Expenses

May 9, 2017

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.

This post may contain affiliate links. Click here for my full disclosures. 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 […]

12 Comments Filed Under: Managing Finances as a Family

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

May 5, 2017

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.

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 you are faced with two good options, but […]

8 Comments Filed Under: Creating a Financial Plan, Organizing Your Finances

YNAB Tutorial Part 1: Setup

March 28, 2017

This post contains affiliate links. See my full disclosure here. 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 […]

13 Comments Filed Under: Budgeting, Financial Tools & Resources, Organizing Your Finances Tagged With: YNAB

Beginner Excel Tips for Financial Planning

March 7, 2017

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

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 peers in the accounting field. And, it made […]

9 Comments Filed Under: Budgeting, Financial Tools & Resources Tagged With: excel, resources

How I Hack YNAB to Budget My Income

January 20, 2017

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!

This post may contain affiliate links.  See my full disclosures here. 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 […]

24 Comments Filed Under: Budgeting, Financial Tools & Resources, Organizing Your Finances Tagged With: budgeting, YNAB

A Comprehensive Guide to Organizing Your Finances for a Brand New Year

January 13, 2017

Finally get all your budget process organized with this guide to annual, quarterly, monthly, weekly and daily budgeting tasks.

  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 that organizing my finances is something I rather […]

6 Comments Filed Under: Organizing Your Finances, Setting up Financial Tasks & Systems

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

December 15, 2016

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

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 my case times three).  I’ve spent this year […]

6 Comments Filed Under: Budgeting, Financial Tools & Resources Tagged With: holidays

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ABOUT ME

I'm Kathryn Hanna-wife, mother of 3, a Christian and a Certified Public Accountant. I love to budget (really, I do!), build spreadsheets and spend money on travel, sewing supplies and good chocolate. Read More…

12 Month Financial Plan for 2018

Subscribe below to get my free 12 Month Financial Plan challenge with tasks for each week/month and to receive monthly updates, tips as well as other great resources for improving your finances!

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I'm Kathryn Hanna-wife, mother of 3, a Christian and a Certified Public Accountant. I love to budget (really, I do!), build spreadsheets and spend money on travel, sewing supplies and good chocolate. Read More…

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