Financial Well-being and Expense Tracking

If you’ve been with us for a while, you’ve no doubt heard us say that the single best thing you can do to improve your financial wellbeing is to track your income and expenses. In order to embark on a journey, you must first locate yourself on the map. Likewise, before you can make choices about whether or how to change your spending, you’ll need insight into the choices you’re making now.

We typically encourage our clients to choose a method that works best for them, whether by pen and paper, an Excel spreadsheet, or an online expense tracking app, and we are always looking for new solutions. If getting organized about your finances happens to be one of your New Year’s resolutions, we’ve recently updated our overview of expense tracking tools to help you find one that aligns with your preferences and goals.

This overview now includes a new tool called Monarch, and we think it rises above the others! Both Lexi and I have begun using it to track our personal expenses, and so far, we’ve had a positive experience. You can click the link below to view our handout and learn more about it.

 

Diane Bourdo, CFP®
Diane Bourdo, CFP®

Diane Bourdo is the President of The Humphreys Group. Diane has dedicated her life’s work to helping women make smart financial decisions. For nearly 30 years, she has developed investment management and financial planning strategies that allow her clients to create lives that reflect their values. Diane was named an InvestmentNews 2020 Women to Watch and has been recognized in Forbes, SF Chronicle, NY Times and more for her work and writing.

Diane Bourdo, CFP®
Diane Bourdo, CFP®

Diane Bourdo is the President of The Humphreys Group. Diane has dedicated her life’s work to helping women make smart financial decisions. For nearly 30 years, she has developed investment management and financial planning strategies that allow her clients to create lives that reflect their values. Diane was named an InvestmentNews 2020 Women to Watch and has been recognized in Forbes, SF Chronicle, NY Times and more for her work and writing.

Share our Post
Share on facebook
Facebook
Share on twitter
Twitter
Share on linkedin
LinkedIn
Share on email
Email
Share on print
Print

Related Posts

Underrated Uncertainty

When it comes to financial planning and investing (and life), risk management is, understandably, a big focus. We often talk about risk capacity, risk tolerance,

Read More

If we made women’s unique strengths, concerns, and preferences the financial norm, what would we see?

Learn to invest like a woman.
Get your free copy of the book today!