It’s Go Time. Decide what tools you feel comfortable with and get started.
If you want to stick with paper and pencil
- Find a sturdy notebook
- Figure out how you will format your information to make it understandable
- Decide the frequency you will update your balances
- Mark the schedule on your calendar with reminders, so the intention to update monthly does not slip months or even years…
If you want to use an Excel Spreadsheet / Google Sheets:
- Start filling out your spreadsheet. Pick a format quickly and start populating with your information. If you think of a better format next month you can cut and paste everything into a new layout in the future.
- Decide the frequency you will update your balances
- Mark the schedule on your calendar with reminders, so the intention to update monthly does not slip months or even years…
If you want to use all the online tools:
- Pick the online tools that seem interesting to you. All the options listed in this week’s content are reputable companies and a great place to start TODAY. If you find an online tool with even more amazing features in the future, you can migrate your data at that time.
- Decide the frequency you will categorize your transactions and review your financial position
- Mark the schedule on your calendar with reminders, so the intention to review weekly does not slip months or even years…