Maybe you had decided this was the year you were going to get your cash on track, but you blew it– both your goals and your budget. Let me help!
People ask what I organize. The real question is: what don’t I organize? File drawers to sock drawers. Bedrooms to basements. Fish tanks to finances. Ok, that was a lie, but it sounded good. Fish don’t have belongings per se, but I have organized finances. How?
The easiest tool that I like to recommend is called Mint, which is a website and app that keeps track of your spending. Essentially, you enter in all the log in information for your various accounts and it keeps tabs on how much you are spending, where, and in which categories. Don’t worry! Your logins and account numbers aren’t displayed, and if anyone were to hack into your Mint account, all they’d find out is that you’ve spent too much on fast food and Adele albums on itunes this month. In fact, Mint is owned by Intuit, who also owns TurboTax and QuickBooks. Security is important to them!
And not only can Mint track your spending, it can also help you form your budget easily by recommending one based on your current average spending. You make the adjustments and the goals, Mint can tell you when you’ve gone to McDonald’s one to many times. It’s a win!
Instead of rambling on, I’m including a video below. If you’d like help getting this set up- let me know! I’d be happy to help you get your finances in order, receipts organized, and make things MUCH easier for next tax season. Not only am I an organizer, I’m a business graduate with a finance emphasis who is certified in accounting. In other words– call me!
(Side note: other great apps include Personal Capital or You Need a Budget aka YNAB)