Happy Friday Dinks! This week we are reviewing the number one financial rule of all time…Live within Your Means.  How can we live within our financial means? We have to create a budget and stick to it.  It is that simple.  We must effectively manage our money in order to save and preserve our wealth.

What is a budget?

According to Investopedia a Budget is “an estimation of the revenue and expenses over a specified future period of time.  A budget is a microeconomic concept that shows the trade-off made when one good is exchanged for another.”

An estimation of our expenses means that we will need to project our future expenses. Of course we can’t predict our future expenses, but we can hypothesize based on past spending habits.  A great way to keep financial records of our past spending is by using a budget tracking spreadsheet.

A budget tracking spreadsheet will not tell us where to spend our money, but it will show us where our money is being spent.  This will allow us to make adjustments in our spending habits, and make cuts in our expenses where necessary. DINKS offers a Free Budget Template on the right hand side of our page.

Here are two great budget tracking spreadsheets that I found around the web:

Mint.com offers a free online money management tool to help you live a richer life.  The Mint.com page is fun, friendly, and helpful.  It allows us to link our bank accounts, investment accounts, credit cards, and other debts to allow us to keep track of our spending.  Mint.com is interactive.  It will remind us of upcoming goals and alert us if we are going over our planned budget. Mint.com analyzes, categories, and tracks our entire financial life. It is a great free tool whether we want to save for retirement, pay off debt, or just keep track of where our money goes.

J. Money @ Budgets Are Sexy offers a colourful and fun budget spreadsheet. Would you expect anything less from our friend J. Money? We have to actively track our own spending and manually enter our own financial information on this budget spreadsheet. I think this is a great alternative to interactive spreadsheets because it requires us to actively manage our own budget. It gets us involved in our finances.

Most financial institutions offer budget tools and most personal finance blogs offer budget tracking spreadsheets.  How do you manage our budget?


This entry was posted in Budgets, Weekly Recap by Kristina Tahnyak. Bookmark the permalink.

Avatar photo About Kristina Tahnyak

Tahnya is a Certified Financial Planner and former Investment Advisor turned marketing and communications professional She holds a degree from Concordia University, is debt free and currently works in the field of digital marketing.

MANAGE YOUR MONEY TOGETHER

Here are some simple guidelines for DINKS to build wealth:

1) Collaborate: Meet regularly to talk about money, set goals together, track and monitor them.

2) Understand and respect your partner. Take time to understand your partners values about money.

3) Watch the numbers. Get a budget, monitor your spending and track your net worth.

4) Max your retirement. Maximize contributions to your tax deferred retirement accounts.

5) Invest in stock. Stocks perform better than bonds or cash.

6) Avoid high interest debt. Credit cards and title loans are financial cancer.

7) Diversify. Don't put all your eggs in one basket.

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