DIY Spending Audit

Without knowing where you are, any step forward could actually be leading you in a circle. (Think about every time you've moved moving money into your savings only to pull it right back out again. No shame, I've been there too.)

Ready to start making progress instead? Want to see your account balance finally start to grow?

The first step is figuring out exactly where your money is going now, and that can be a daunting task if you've never tracked your spending before.

So I made a tool to make it easy!

Simply record your spending for anywhere from 1 to 3 months, and let the spreadsheet magic create a clear picture of your situation. By the end, you'll know...

...your top spending categories,

...their percentages of your total spending,

...and how much of your money went to Needs, Wants, or Goals.

And don’t worry! Your new go-to spending tracker is easy-to-navigate, 100% approachable, and full of all the functionality you could ask for. 

This tracker has total room for your lifestyle, your values, and what you want to learn about your relationship with money - no judgment, no assumptions, and no shallow advice.

Once you can see your actual spending, you can decide if there are any patterns you want to change. Then you can make a plan that is much more likely to get you where you want to go.

Your favorite spreadsheet nerd made exactly what you need to finally start your money journey on an honest, but kind, foot.