How to Organize Your Finances Spreadsheet

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.

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Join the Project!

Every Friday we bring you a roundup of the most interesting stories, things to learn, and ways to be smart with your money. Sent straight to your inbox.

You're almost in - just head over to your email to confirm and then you're on the list!

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