The Best Way To Keep Track Of Bills And Payments | Clever Girl Finance

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  • Опубліковано 1 гру 2024

КОМЕНТАРІ • 47

  • @nataliemccabe496
    @nataliemccabe496 2 роки тому +10

    I also started with a very simple excel spreadsheet, and it has improved month by month. I have all the bills listed, but split with a column for the projected amount, and a column for the actual amount. For some bills I know the actual amount every month as there's no variation (e.g. car insurance), but then for my variable expenses such as groceries, gas, etc.. I project an amount and then compare it to the actual amount spent at the end of the month. This ensures I'm not going over budget and avoids unwanted surprises at the end of the month.
    To track my variable spending throughout the month, I use an incredibly easy spending tracker app (it's a free 🐝) and just record all the variable purchases I make as I make them. Its organized into the same categories as my monthly excel spread sheet and this also ensures I'm on track throughout the month and not overspending in specific categories. At the end of the month I simply input my actual spending in the 'actual' column and Ghent I can evaluate how I did and reflect and make some decisions if there's areas for improvement.
    Thank you Bola for your channel and all the positive content you provide for women around the world. Your realistic and practical advice has allowed me to take control of my finances and I'm living such a more peaceful and prosperous life because of your teachings. Merry Christmas and God Bless to you and your family.

    • @Clevergirlfinance
      @Clevergirlfinance  2 роки тому +1

      Thank you so much for sharing this and for being here! We appreciate you so much! Well done on your planning!

  • @phobedavis7014
    @phobedavis7014 2 роки тому +6

    I am the old fashioned one here. I have a 3 ring binder with inserts and a budget planner. Once a bill comes in I write down the amount on a sticker and place it on the calendar. Next I put the amount on my budget sheet for the month. When I create my monthly budget I know the numbers.

    • @Clevergirlfinance
      @Clevergirlfinance  2 роки тому

      Thanks for sharing this and for tuning in!

    • @lorettacarroll6015
      @lorettacarroll6015 2 роки тому +2

      I also prefer a binder. For me writing out everything makes it more real for me that I am spending money. Also I use my old budgets to figure out how much I budget. Such as in January 2021 I spent x for electric. That gives me an idea as to what I budgeted for January 2022.

  • @chanreka
    @chanreka 2 роки тому +8

    For me a spreadsheet has been the best. And over the years the document has become more advanced. So now the spreadsheet tells us what our average is for the whole year as well as what we saved and invested for the year. It's a whole picture of how we are doing. But we had to grow into these enhancements

  • @Mrs.Bell860
    @Mrs.Bell860 2 роки тому +9

    We use Google calendar. We enter the due dates and set a reminder for 3 days before the due date. Majority are on auto-pay. We also have an account just for bills.

    • @Clevergirlfinance
      @Clevergirlfinance  Рік тому +1

      We like the sound of a google Calendar. You have a great tracking system in place.

  • @marthaosborne9625
    @marthaosborne9625 Рік тому +1

    I’m the old fashioned pen to paper woman. I write all my bills in my planner on the dates they are due, and I also put them all in the calendar on my iPhone.

  • @sharondube1101
    @sharondube1101 2 роки тому +2

    I created a budget online when I first took a finance class thru work but I have a notebook where I keep track of all my bills and payments. Now that I am debt free and only need to pay my monthly expenses this is much simpler.

  • @Erin-rg3dw
    @Erin-rg3dw Рік тому +1

    I have a written budget in a notebook and put the date on it. Every so often I review and update it on the next page to reflect changes: pay changes, bill increases, etc. This also lets me visualize how much money is going to each category. On the opposite end of the notebook, I write out all of my debts vs. my assets. That way I can see the progress of debts going down and accounts going up. To keep track of payments, I have them scheduled in my calendar to remind me when to send them. I don't automate them because I've had bill amounts change unexpectedly (*cough* property tax hike) and I want to see that before the money comes out. Deposits into savings accounts are done by payroll and auto-transfers.

  • @NaturalDrAmanda
    @NaturalDrAmanda 2 роки тому +2

    😊 This is great! Thank you! I used a table that I drew out with colorful pens and highlighters for the year listing all my debts. It gave me a visual glimpse of the total amount I owed each month as I aggressively conquer debt. I’m more focused and effective at this now because I used post-it notes symbolically as manageable portions of the debt so as the balances decrease, I can see my progress even better. This can be done in a spreadsheet also, I just created it by hand first. Auto paying bills also helps boost your credit score! The idea about using one email 📧 address is great because there’s so much junk mail now!

    • @Clevergirlfinance
      @Clevergirlfinance  2 роки тому

      Love this! Well done on creating this and thank you for being here!

  • @johannafransiskaalupe9178
    @johannafransiskaalupe9178 2 роки тому +2

    Am really a clever girl.... am here first

  • @coupe_dville
    @coupe_dville Рік тому +1

    I budget on paper at the moment, I'm old school, I do write some checks and keep my Check Register/Transaction Register to keep track of checks, ATM, and check transacations.💜💛💜💛

    • @Clevergirlfinance
      @Clevergirlfinance  Рік тому +1

      Paper budget is very popular too. It's good to stick to what works best for you. Well done for having a tracking system for expenses 🙌🏽

  • @helenayuk4778
    @helenayuk4778 2 роки тому +1

    Wow thanks for the info

  • @brijayeb
    @brijayeb 2 місяці тому

    This video was extremely helpful and gave me so many ideas! Thank you so much!

  • @emeralddavis3038
    @emeralddavis3038 Рік тому +1

    YNAB ❤

  • @tatiyanaRDH
    @tatiyanaRDH Рік тому +2

    New subscriber here 👋🏽 great info . I will implement the paycheck budget as this would work best for me . Thank you !

    • @Clevergirlfinance
      @Clevergirlfinance  Рік тому

      Thanks for subbing! That sounds like a great idea. See how it works and amend as needed to make it work for you.

  • @esthermutua1287
    @esthermutua1287 Рік тому +2

    Thanks alot for this tips looking forward ⏩❤️❤️❤️⏩⏩

  • @stephaniegp4106
    @stephaniegp4106 Рік тому +1

    Really enjoy your vids ty

  • @soniamerritt5278
    @soniamerritt5278 Рік тому +1

    Great tips thanks for sharing!

  • @cynthiabotsko2449
    @cynthiabotsko2449 Рік тому +1

    I use a simple list of expenses, monthly & annual plus "extras" (irregular) and I just keep an email folder of digital receipts.

    • @Clevergirlfinance
      @Clevergirlfinance  Рік тому

      That's a great idea! The simple you keep it the better. Well done.

  • @lekeshahill2477
    @lekeshahill2477 2 роки тому +5

    I keep track via pen and paper

  • @tyresseferguson2462
    @tyresseferguson2462 2 роки тому +1

    The calendar in my budget planner with an indicator by the ones that are automatically debited from my account.

  • @marlac7235
    @marlac7235 2 роки тому +1

    Hey Bola, i jst got ur new book!!! You have a supporter here in Belize 🇧🇿

  • @lindajefferson7905
    @lindajefferson7905 2 роки тому +2

    I had a bill on auto pay... that company got hacked... I had to close out my account because they had All my personal information... This was a headache and time consuming... needless to say I don't do auto pay anymore the savings is not worth it and having a budget keeps me on track with what and when something is due.

    • @NaturalDrAmanda
      @NaturalDrAmanda 2 роки тому

      It’s likely safer to pay your bills directly from your financial institution rather than have them pull money out of your account. Utility companies are probably the only ones that you may have to keep set up pulling from your account. You can also freeze your credit through the credit bureaus for free, which can reduce vulnerability to threats like this in the future. Hope this helps!

    • @Clevergirlfinance
      @Clevergirlfinance  2 роки тому

      Thanks for sharing this and for tuning in!

  • @richardalvarado-ik9br
    @richardalvarado-ik9br Рік тому

    Don't forget your car registration
    (annually especially if needs to pass a state smog check ).

  • @everlynmuendo9479
    @everlynmuendo9479 Рік тому +1

    Are there apps that you can recommend that would help track expenditure?

    • @Clevergirlfinance
      @Clevergirlfinance  Рік тому +1

      We have apps we recommend in our free course resources library . Stop by at www.clevergirlfinance.com/

  • @kateosmond1090
    @kateosmond1090 2 роки тому +1

    i write a budget and keep track by the way of spreadsheet. Do you have an app in mind that i can use to track bills and expenses?

  • @traceystilljean7374
    @traceystilljean7374 Рік тому

    I have a finance journal