Monthly Spending Budget

Here's what it looks like 

Click here for the Monthly Spending Budget sheet

Step 1: Join our facebook group so we can continue the conversation! (currently not very active, so only if you want future updates!)

Step 2: Click the link above, log into a Google account, and make a copy! I do update this frequently, so check the facebook page & your email for updates and you can copy/paste your data to the new sheet :)

Step 3: Watch the intro video to understand my logic behind the layout and value of this sheet.

Step 4: Fill out everything in Column B and C to get a complete snapshot of your monthly spending. Normally, I recommend taking the last 3-6 months of spending and averaging it out.

Step 5: Check out the Pro Forma tab to see which days might make the most sense to update your credit card due dates (or other auto pay / auto invest). I get paid on the 1st and 15th, so I gave savings/investments go out on the 2nd or 3rd, and credit card payments scheduled to autopay on the 17th or 18th :)

And lastly, explore the rest of the sheet! And share with any friends you think would benefit from this! I am considering Money Coaching for anyone looking for more help yet. Not sure yet! But reach out if you're interested and we can chat :)