Family Balance Sheet

MARCH 9, 2018

I’ve been working behind the scenes on a tool that I personally use to track and organize our finances: Family Budget Spreadsheets. This package of 9 Microsoft Excel spreadsheets is designed to help you organize your finances, plan for major purchases, create a budget, understand your cash flow, and track your net worth.

Budgeting 160

Budgeting Budget Family Property Taxes 160

Family Balance Sheet

MAY 6, 2020

For many households, their finances and budgets are in limbo. My family’s finances have also been affected. As the Family Office Manager , I handle the day-to-day finances for our family and I needed a way to communicate our finances to my husband. Storm #2: 2013. Everything changed. Yep, life was good.

Debt 130

Debt Emergency Fund 2007 2020 130

Family Balance Sheet

APRIL 11, 2020

Like many across the globe, my family’s finances are a bit unstable due to the Coronvius Pandemic. I’ve shared before that April is the most expensive month of the year for us because our homeowners/auto insurance and property taxes are all due, along with any federal or state taxes that we might owe.

Budgeting 246

Budgeting Budget Family Debt 246

Family Balance Sheet

JUNE 4, 2015

I manage the finances for our business and our family and by August 2013, I felt the weight of the situation. On top of our normal day to day expenses, the new property taxes were due, we had more ownership expenses than we realized, and we had a family to feed.

Goals 100

Goals Debt Renovation Daughter 100

Family Balance Sheet

JUNE 22, 2020

By the summer of 2013, we found ourselves in a pickle–we had too much debt and not enough cash flow. Financially speaking, he focuses on building the business and I focus on managing our home and finances. Aside from the mortgage, we also added equipment and renovation loans with the purchase, and we had a student loan.

Debt 130

Debt Health Insurance Insurance Budgeting 130