Download my Personal Finance Tracker template here: https://www.jeffsu.org/personalfinan...

If you're watching this video you know that keeping track of your spending, expenses, and net worth is necessary for financial wellbeing, 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 daytoday with my stock investments). But, thanks to the 80/20 rule, I believe this is a healthy balance between not overstressing 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 (stepbystep)
05:24 List Top 5 Expense Items
06:28 Track Your Net Worth (stepbystep)
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