Does your money feel like a mess?
a simple spreadsheet solution that’ll take you from “wtf is this mess?” to “ah, money is simple.”
Your money really doesn’t have to be that hard.
There are a lot of things in life that are hard:
- getting your co-worker to actually respond to your emails,
- making it to your 6 am spin class,
- and getting through airport security without TSA pre-check.
Money shouldn’t be hard.
Ready to get organized with all your accounts, know what your financial picture is without having to remember 85 passwords, and finally feel like it’s all under control? Grab the spreadsheet. Make it easy.
Set that goal
The spreadsheet breaks those big ideas down into numbers
Know the flow
Of your money. Every month. With a list of automated transactions, you update once a year.
Get the picture
A snapshot of your cash (and other money things). On any day. At any time.
If you do money with a SO, this will certainly help avoid financial frustration.
On the fence?
I get it. But let me lay out my street cred.
While money might be boring, it’s kind of my thing. With a degree in econ, my CPA, and my MBA from Duke, I’ve always had a love of putting dollars into a good old spreadsheet. But what I didn’t love was the tone most people take with money. And how over-complicated simple concepts can become.
I’ve made my mistakes, and I share them so you can avoid the same traps. But I’ve also done some great things with my money: most importantly, I’ve learned how to use it as a tool to live a great life.
So let’s ditch that money guilt and start working on how your money can make the rest of your life more exciting.