Welcome!

You've purchased the Personal Finance Bundle! Now what?

Check your email inbox
to download the files.

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Watch this 5-minute
introduction video.

Determine what
you'll use to track cash flow.

Cash flow is the foundation of a solid financial plan. Understanding your income, expenses and current savings habits helps you to align your financial life with your true priorities. From projecting your income taxes to developing a realistic retirement budget that allows you to determine how much you’ll need to put away for those golden years, it’s essential that you track your cash flow.

Here are a few recommended methods:

youneedabudget

YNAB: If you’re looking to make a plan for every dollar that comes in and be as intentional with your money as possible, YNAB (short for You Need a Budget) is for you. YNAB makes it easy to link your bank accounts and track not only what you’ve already spent, but plan for the future.

Cost: YNAB is currently $98.99/year (with a free 34-day trial)

tillermoneylogo

Tiller Money: If you love Excel spreadsheets for tracking your money (um, if you didn’t you probably wouldn’t be here right?), you’ll want to check out Tiller. I find it best for those that aren’t as focused on budgeting, but want to track their cash flow as efficiently as possible. The Bundle links directly with the Tiller add-on to make it a complete all-in-one resource for tracking cash flow AND pulls in your account balances as well.

Cost: Tiller is $79/year (with a free 30-day trial)

excel

Manual Tracking: If you simply prefer to manually track income & expenses, you can do that directly in this workbook as well. There is a transaction sheet that you can use to manually enter your inflows and outflows, or copy and paste them from CSV files downloaded from your banking institutions.

Cost: Free

Note: I do not have a financial relationship with any of these companies in any way, I’m just happy to share the ones that I use and love!

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