Download my Personal Finance Tracker template here: https://www.jeffsu.org/personal-finan...

💵 If you're watching this video you know that keeping track of your spending, expenses, and net worth is necessary for financial well-being, but what's the best way to do that? In this video, I share a Personal Finance Tracker for Beginners to use (template included of course) and show how - by just spending 10 minutes a month - you can be more intentional about your spending!

I have nothing against budgeting apps like Mint of course, since I've used it myself a few years back. But I've found that in order to be more mindful about my spending, I needed a more manual approach since I would literally SEE what I was spending money on and REFLECT on whether that was a sound purchase decision or not

So I decided to create a personal finance template on Google Sheets that would help me keep track (broadly speaking) of my monthly spending and my net worth (although that obviously fluctuates day-to-day with my stock investments). But, thanks to the 80/20 rule, I believe this is a healthy balance between not over-stressing and still being able to know I'm doing the responsible thing financially

If you end up using this budget tracker (and if you use other budget / spend / expense apps like Mint), please do let me know how you find it! 😁

TIMESTAMPS
00:00 How I used to track my Personal Finances
00:47 Objective of this Personal Finance Tracker
01:18 Track Your Spending (step-by-step)
05:24 List Top 5 Expense Items
06:28 Track Your Net Worth (step-by-step)
08:44 Summary and Next Steps

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RESOURCES I MENTION IN THE VIDEO
Download my Personal Finance Tracker template here: https://www.jeffsu.org/personalfinance
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👨🏻‍💻 WHO AM I:
I'm Jeff, a full time Product Marketer. In my spare time I like to tinker with tools and create systems that help me get things done faster - or as one of my friends puts it: "Get better at being lazy" 😏
If you'd like to talk, I'd love to hear from you. Messaging me on Instagram (@j.sushie) directly will be the quickest way to get a response!

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Disclaimer: My opinions are my own and may not reflect that of my employer

#personalfinancetracker #googlesheets #template