Organizing Your Finances

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

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

  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

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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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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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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.