Is one of your goals getting control of your finances?
A few years ago, we went from a double-income, no kids family to a single-income, growing family. One of our first steps when we made this change was to get immediate visibility and control over the way we spent our money.
I’m a little nerdy so my answer to a challenge is usually ‘there’s an app for that’. So, I started
using the ‘You Need a Budget’ software and app. I converted from Quicken, which I literally populated every April 1st in a desperate, last-minute attempt to figure out our taxes. I’ve now used YNAB for the past 4 years consistently on a daily and monthly basis. It has
- Allowed us to set up a simple family budget, that we actually use to guide our spending
- Given us visibility into what we’re spending & if we need to adjust (e.g. cook at home a little more)
- Enabled us to manage emergency/unplanned expenses (super helpful when our roof sprang a leak)
- Provided an easy way to get out data for taxes
Next Steps = Take Action
If you’re looking for a way to take control of your finances this year, check out YNAB….I’m hoping it will help you as much as it has us.
So many of us have great intentions to put these systems in place but never do. Or, we try and they don’t stick. I can help. Click here to APPLY for a (no cost) Strategy Session with me. We’ll talk through what you’re trying to accomplish, what’s holding you back, and create an ACTION PLAN for you.