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

JUNE 4, 2015

The building offered so much potential, but needed a lot of work and we set out to renovate our dream office. The business softened, renovations were more costly than expected, and we were now the owners of two mortgages, our home and our business. We were excited to cross this accomplishment off our bucket list.

Goals 100

Goals Debt Renovation Daughter 100

Family Balance Sheet

JUNE 22, 2020

Aside from the mortgage, we also added equipment and renovation loans with the purchase, and we had a student loan. Financially speaking, he focuses on building the business and I focus on managing our home and finances. Read: How to Get a FREE Gym Membership. Also, the monthly mortgage payment was less than our rent payment.

Debt 130

Debt Health Insurance Insurance Budgeting 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. You can find blank calendar pages by Googling, “free calendar template” or I’ve found blank monthly calendars at the Dollar Tree.

Budgeting 133

Budgeting Budget Financial Goals Goals 133