Download my Personal Finance Tracker template here: https://www.jeffsu.org/personalfinance
Get 2 Free Stocks on WeBull today: https://act.webull.com/invite/share.html?inviteCode=4idCogSszBd5
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
Support this channel by becoming a member: https://www.youtube.com/channel/UCwAnu01qlnVg1Ai2AbtTMaA/join
RESOURCES I MENTION IN THE VIDEO
Download my Personal Finance Tracker template here: https://www.jeffsu.org/personalfinance
Get 2 Free Stocks on WeBull today: https://act.webull.com/invite/share.html?inviteCode=4idCogSszBd5
MY FAVORITE GEAR
My YouTube Gear – https://geni.us/youtube-gear
What’s In My Bag – https://geni.us/mybag
What’s On My Desk – https://geni.us/mydesk
What I Travel With – https://geni.us/mytravel
MY FAVORITE SOFTWARE
️ Skillshare – https://geni.us/skillshare-jeff
Canva – https://partner.canva.com/jeffsu
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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!
PS: Some of the links in this description are affiliate links I get a kickback from
Disclaimer: My opinions are my own and may not reflect that of my employer
#personalfinancetracker #googlesheets #template
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