Ideas, resources, and templates to help you manage your money, including tracking spending, budgeting, saving money, debt payoff, and increasing your net worth.
Here are the steps for getting your Personal Capital data into a spreadsheet, nicely formatted and ready to analyze.
When my wife and I started to get serious about budgeting, we quickly realized we needed structure to stay on top of it. To create that structure, we’ve developed our Monthly Budget Meeting.
It will only be a few short years before my teen will be out on her own navigating life. I want to prepare her as best as I can for the potential risks and pitfalls of the big world. I…
Budgeting, having fun at it (really!), and investing towards my child’s future
Here's how to use a free, easy tax spreadsheet to get your finances organized and ready to file.
As a self-employed individual, business owner, or freelancer, here is how to know if you owe quarterly estimated taxes based on your total tax liability.
New Year’s resolutions get a lot of flack. But making important changes is easier when you attach meaning to them. The new year is a perfect opportunity for a fresh start.
Why tracking your spending can be the simplest and most effective money resolution of all.
Understanding your spending is the first step to gaining more control over your finances.
"Focus on your smallest debts first" is how the debt snowball method works. It's effective for many people, but is it the right debt payoff strategy for you?
Zero-sum budgeting means every dollar of income you bring in is accounted for. When you get your paycheck, you know exactly how much is going towards food, gas, entertainment, savings, etc. When you’re done budgeting, you have no money left over.
Here are a few of our favorite gift ideas for the true spreadsheet nerd in your life. In other words, these are all gifts we want for ourselves.
Keep a clear, confident view of all your money in one place, with flexible templates, powerful privacy, and top-rated support