ChooseFI

374 | Tools to Simplify Budgeting and Tracking Finances


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In this week's episode, Brad and Jonathan discuss a variety of tools that can help you stay on-top of your budget. Whether you create your own tracking systems or don't have any expense tracking systems in place yet, there likely is a tool mentioned in this episode that can help you get one step closer to your financial goals! Remember, keeping your expenses organized can help you take drastic steps forward in your FI journey!

Timestamps

  • 0:56 - Introductions
  • 3:57 - Identity Statements and Failure
  • 9:55 - The Post Tax Season Check-Up
  • 13:33 - The Large Tax Return
  • 17:34 - Simplifying Your Financial Life
  • 22:34 - Loading Your Financial Tool-belt
  • 26:25 - Tracking The Cost Of Your Life
  • 34:53 - Tracking Softwares
  • 42:17 - Envelope Systems
  • 46:44 - Should You Use A Budgeting Template
  • 51:56 - Conclusion

Resources Mentioned In Today’s Conversation

  • The Stacking Benjamins Podcast
  • Wellbeing Monthly Budget Tool
  • Vertex42
  • Afford Anything With Paula Pant
  • Tiller Money
  • YNAB
  • Do You Need A Budget? | ChooseFI Episode 165
  • Intuit Mint
  • Dave Ramsey's Envelope System
  • EveryDollar
  • It's Your Money Excel Deluxe Envelope Check Registrar
  • Personal Capital
  • Subscribe To The FI Weekly!

If You Want To Support ChooseFI:

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  • Share FI by sending a friend ChooseFI: Your Blueprint to Financial Independence
  • Track your personal finances with Personal Capital
  • Compare, buy, and save big on insurance with Policygenius
  • Keep learning or start a new sidehustle with one of our educational courses
  • Slash your cellphone bill without sacrificing service with Mint Mobile

...more
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