how I organized my finances (as someone who hates numbers)

template with cute pastel graphs included

In partnership with

It was 3am.

I stayed up to work on my spreadsheets…because it was so fun.

But I hate numbers. And I hated tracking my finances.

So here are 2 ways I made it easier.

Today’s sponsor ❤️

An entirely new way to present ideas

Gamma’s AI creates beautiful presentations, websites, and more. No design or coding skills required. Try it free today.

Make it rewarding

I LOVE pastel colours and cute graphs.

As soon as I realized I could make them with my finances?

Game changer.

I didn’t care how many boring formulas and CSV files I had to go through.

I had 1 vision: the most beautiful finance dashboard ever.

Make it simple

Every month (with this template), I had 3 easy things to do.

It takes me less than 10 minutes.

  1. Export my transactions as a CSV file

  2. Import CSV file in the template

  3. Categorize my transactions

Then, at the end of every month (and year), I get a beautiful looking graph that tells me exactly where my money goes.

Much better than when I used to avoid looking at my bank account.

How was today's email?

Login or Subscribe to participate in polls.

Til next Monday,

Jennifer

Reply

or to participate.