First 2 Steps on Your Personal Finance Journey

An intro spreadsheet to your personal finance journey. Take just 2 steps in the next 20 minutes and get yourself set up and motivated.

WHY DO THIS?

It’s a soft gummy trick: you start with something fairly easy and get some dopamine from making a list. Dopamine = motivation to at least start on your personal finance journey.

It’s also a hard truth: the result is literally what you have to work with to pay for those upcoming bills, food and other urgent expenses. It’s not an assumption that it will work anymore, it’s a hard number staring you in the face.

What you need:

• Access to a computer, Google account and internet. You’ll get access to your own Google Sheets file that will live online in your Google account and is only viewable and editable by you.
• Minimum ability to read and navigate a spreadsheet. You only ever need to fill in cells with your data, there’s no further manipulation of the spreadsheet from you (like adding rows or sheets, copying data etc).
• Access to you financial information. We don’t ask for or store anything. You’ll have your own copy of the spreadsheet on your own account that we can’t access at all.
• Motivation to take control of your money & 20 minutes to update the spreadsheet and see some magic happen.