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What are YOUR Financial Goals? | 31 Days to Organize Your Finances

Family Balance Sheet

Welcome to 31 Days to Organize Your Finances. By the end of the month, my goal is to help you have a detailed financial plan for your family. Today’s assignment: List your SMART financial goals. Earlier this year, my husband and I wrote a specific list of financial goals and named it Our Debt Freedom Plan.

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Family Vital Information Binder

Family Balance Sheet

In fact, it was one of my 2020 financial goals. The Tabs: After the cover page, I have many tabs to make the binder very functional and organized. I found this to be a concise, less-cluttered way to keep all of our financial information organized. Credit cards. Bank accounts. Retirement. Business Accounts.

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Introducing: Family Budget Spreadsheets

Family Balance Sheet

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.

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Family Budget Spreadsheets 2021

Family Balance Sheet

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. One January, we received a very large credit card bill in the mail. Financial Goals – Use this spreadsheet to quantify your financial goals for the current year and years to come.

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7 Ways to Spring Clean Your Finances

Family Balance Sheet

Do our goals still make sense now that we’re in the trenches of the new year? Take some time to review your yearly financial goals. SMART goals are: S – specific. I’m a firm believer that finances should be organized and neat, and my Family Balance Sheet helps us keep track of our finances in one tidy spreadsheet.

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Spring Clean.Your Finances

Family Balance Sheet

Welcome in the beauty of the season with 5 Steps to Spring Cleaning Your Finances Review your 2011 Financial Goals. Did you make some financial goals for 2011 back in January? Take some time this month to review your goals. Check your credit report for errors or unauthorized activity.

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7 Ways to Spring Clean Your Finances

Family Balance Sheet

Refresh your memory with what you were thinking at the beginning of the year and review your yearly financial goals. You’re now in the trenches of the new year, do those goals still make sense? When reviewing your goals, did you use the S.M.A.R.T. Set aside some time to purge & organize your office.

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