Hi there friend!
Organizing your money can feel like a drag. I know I used to hate it. But there is a simple solution that can leave you feeling like less of a hot mess. Click the title above to immediately download the Excel spreadsheet How to Organizer Your Finances Spreadsheet.
Before you jump in and get started using these spreadsheets, there are 3 things you should take a look at first:
(1) Read this article on how Jordan and I organize our money. It will walk you step-by-step through our process (https://theworthproject.co/manage-multiple-bank-accounts/).
(2) Go the Money Management section to get all the guides and articles on managing your money and organizing your finances (https://theworthproject.co/money-management/). It’ll help walk you through the process of setting goals and setting up your automated spending plan.
(3) Part 3 of this spreadsheet is something Jordan and I no longer use. We’ve moved to keeping track of all our accounts using this free tool from Personal Capital (http://theworthproject.co/PC/). I talk about the tool more in the organize your money article. (note: this is an affiliate link which means you won’t be charged anything for clicking but I might be compensated by the company. But in all honesty, it’s a free tool that I love and use often. So I do love recommending it.)
Any questions while you’re going through this, feel free to send me an email.