Transfer your budget information from
your current budget spreadsheet to your new home owners spreadsheet adding lines for housing expenses.
Not exact matches
I will definitely check out Personal Capital — it looks like it has some features that aren't offered by my
current programs of choice: YNAB4 (which I like a whole lot for
budgeting), Mint.com (which I'm not a huge fan of but it serves a purpose), and the Morningstar Portfolio Manager (which is good but tedious to enter in data manually)... and of course my Excel
spreadsheets, which you'll have to pry from my cold, dead fingers.
Eileen discusses saving for upfront closing costs which many home buyer may not be aware of, how to establish a
budget and the importance of utilizing a
spreadsheet to keep track of
current expenditures.
• The family
budget spreadsheet shows a snapshot of your
current major expense and debt categories, and three detailed bar charts to help put expenses into perspective.
My wife and I have a monthly
budget meeting where we close out that month's
budget, allocate any disposable income according to our
current goal (s), and update our «debt»
spreadsheets and graphs.