Family Balance Sheet

FEBRUARY 2, 2017

Wonder what sets you apart from the people that seem to crush their financial goals? These folks didn’t corner the market on goal success either, instead they just got the task DONE. Their 2017 goal is to boost their savings rate and get their expenses down to $30,000 a year as they work towards financial independence.

Financial Goals 100

Financial Goals Goals Debt Budgeting 100

Family Balance Sheet

JANUARY 5, 2018

My goals are completely attainable, but they will still stretch me t o be more intentional with my time. Aside from a health concern with one of my daughters , 2017 was a great year, however, I was distracted by non-necessities, so my overall theme for 2018 is to use my time more wisely on the people and things that are important to me.

Goals 100

Goals 2018 Motivation Kids and Family 100

Family Balance Sheet

FEBRUARY 19, 2022

After 20 years, I switched from Quicken software to You Need a Budget (YNAB) software in 2018 for our household. There’s a yearly fee and a learning curve, but I love YNAB and it helps me stay on budget and financially organized with our day-to-day checking and savings accounts. Pay our bills in a timely manner.

Office 130

Office Family Finance Kids and Family 130

Family Balance Sheet

FEBRUARY 9, 2018

We hit our Annual Household Portion (think: deductible) with this medical event and our medical bills started to be paid by the other members’ shares. On the spreadsheet below, you’ll see that the December bills were quite high. A recap of our medical bills for 2017. Payment due to providers: $75,717.82.

Health Insurance 113

Health Insurance Insurance 2017 Bills 113