Family Balance Sheet

DECEMBER 29, 2020

If your fresh start for the New Year includes improving your finances, you are not alone! This package is designed to help you organize your finances, create a budget, plan for major purchases, understand your cash flow, and track your net worth. I created it as a way to communicate our finances to my husband.

Budgeting 130

Budgeting Budget Family Property Taxes 130

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. Everything changed. I still use my spreadsheet to this day!

Debt 130

Debt Emergency Fund 2007 2020 130

Family Balance Sheet

JUNE 8, 2018

A budget could help you avoid late and insufficient funds fees, find money for an upcoming trip or expense, and ease a disagreement over finances in a marriage. I discovered the term, Zero-Based Budget, when my husband and I took Dave Ramsey’s Financial Peace University home course many years ago.

Budgeting 133

Budgeting Budget Financial Goals Goals 133