Managing Your Money

When it comes to managing my money, building the right system has saved me time, headache, and stress when it comes to knowing what to do.

Whether it's drawing a simple financial map to managing our net Worth Excel spreadsheet – having the right system is key.

I didn't happen upon our system by accident. It has been an evolution over years and continues to grow as our financial lives grow.

The resources below can help you build your own financial system to help you better manage your money.

Building Your Financial System

Drawing Your Financial Map

At one point, I once had over a dozen checking accounts. (which is too many bank accounts) I was doing…

Keep Track of Your Finances

How We Track Our Net Worth

There are a lot of tools out there to help you track your finances. Most arrived after I started working…

Managing Your Money:

Money in Excel Review: Meet the New Microsoft Money

If you’re familiar with Microsoft Money, Money in Excel may interest you. The upgraded version of Microsoft Money enables you to keep track of transactions, create budgets, and establish and work toward reaching your financial goals. This Money in Excel review covers everything you need to know, from features to pricing to Money in Excel alternatives.

How to Dispute a Credit Card Charge

In this day and age where credit card fraud is so prevalent, it’s crucial that you know how to dispute a credit card charge. There are laws in place to protect consumers, but there are also stipulations within those laws. Knowing how to dispute a credit card charge will help you avoid getting ripped off. 

Best Banks for Private Client Millionaire Perks (plus Alternatives)

Banks offer competitive perks and wealth management services for wealthy customers. Private client banking can help you get even more for your money. Unfortunately, not everyone can qualify as a private banking client - a net worth of $1MM or more is usually required. Here are some of the top private banking services available today.

Copilot Review: The Best Budgeting App for iOS Users?

Copilot is financial management and budgeting tool designed to help iOS users to master their financial lives. If you’ve been looking to get better control of your financing across multiple accounts, Copilot may be the right choice for you. It gives you the ability to track your spending, create budgets, and have more control over your financial destiny.

Albert App Review: An All-in-One Banking and Investing App?

Many personal finance apps specialize in specific tasks like saving money, earning a high-interest rate, paying bills, and potentially earning spending rewards. Finding one platform offering both banking and investing accounts can be challenging. That's not the case with Albert. This Albert app review dives into the various features that can help improve your finances.

What is a SageStream Credit Score?

SageStream is a credit reporting agency similar to TransUnion, Equifax, and Experian. Some organizations, such as banks and insurance companies, may use SageStream to determine a potential customer’s creditworthiness. But what is the difference between a SageStream score and a FICO score? And how can you know if your SageStream score is good or not? 

Zero-Based Budgets: Templates and Examples

A zero-based budget is a straightforward concept that not enough people understand. The concept is simple: Make sure every dollar you bring in has a designated purpose. Keep reading to learn how you can set up a zero-based budget that can change your finances for the better.

How to Transfer Money From One Bank to Another

Ever wondered about the best way to transfer money from one bank to another? If so, you've come to the right place. You can choose from several options depending on which banks you use, your timeline, and other factors. We show you several ways, so you can choose the one that best fits your needs.

How to Deposit Cash Into Your Bank Account

While it’s true that cash deposits are becoming less common, there are still times when you may need to deposit cash. What if you deal with an online bank. How do you deposit cash when there are no physical locations or ATMs? Here are some different ways to deposit cash at both brick and mortar and online banks.

How to Verify Funds on a Check and How to Avoid Getting Scammed

Unfortunately, financial fraud is a common occurrence in today’s world. Verifying funds on a check is an easy but important step you can take to avoid getting scammed out of your money. In this article, I’ll show you how to verify funds on a check and uncover some check-writing scams you should be aware of. 

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