Creating the Perfect Budget Checklist

Budget Checklist downloadWant to learn how to budget smarter?  Then look no further because have I got a great tool for you.

I have created the ultimate checklist to help you create the best budget for you.

Budgeting usually has a negative connotation to it and can have people running in the opposite direction.  However, if a budget is used the right way then it can help you pay down debt, grow your wealth, and provide more than you ever thought was possible.

Think of a budget as a guideline.  Budgeting is a way to look at where your money is going, what your plans are for your money and helps you see how to get there.

First up – let’s look at our checklist.  You can download the checklist for yourself here.  I recommend printing the checklist and keeping it with you while you cross items off.

Once you have all the information, next it’s time to compile into an organized system.  Next in our series I will show you how to list out all of the information in a standardized manner so that it makes sense and allows you to see the big picture.
Budget Checklist downloadDownload the Budget Checklist.

Now I want to hear from you…

What do you struggle with when it comes to budgeting?

Is it the idea of having a budget?

What about having to gather all the needed information?

Do you have any great tools that can help someone out?

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Meredith Rines, MBA, CFP®, a budget and financial strategist helping families pay off debt and live the life they've always wanted.

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