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Set and Forget: Household Budget System

Love and Money don't always mix well

  • Even if you are on the same page

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  • Various payments and contributions coming in and out of accounts can get confusing and disorganised.

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  • Its often adding to one persons mental load and can cause friction and resentment.

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  • I have a Diploma in Accounting and have worked in the industry for 20 years. My specialty is in streamlining and creating efficient systems, I have specifically created this system for my own household.

 

  • We all have to manage our personal finances and that expands as our family and interests expand.

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  • I wonder what those who aren't experts in the field do!

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  • I had a lot of people asking for my help in this area so decided to expand my services to help others get  their household finances organised and automated.

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Tried and tested model

  • I have perfected a system that helps you to not only:

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  • Determine your realistic weekly costings (and this is clearly split between each person) but more importantly.

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  • Categorise your expenses and then sync them with your banking account names.

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  • Helping you to manage your money in a way that means you have a transparent system to share between you and your partner with a supporting report and cross check system.

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  • Essentially your bank accounts become your cross check, no major system of tracking your expenses line by line just let the bank account tell you if you need to fix something or if you need to modify your budget. It is sooooooo much easier.

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  • No wondering what that large or small bank balance amount is for, or reacting to bills as they come in the door!

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Invest time to save time! (and arguments)

  • I know a lot of people just make do with a disorganised system because they are not sure how to do it any better, or don't realise how much better it can get!

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  • By dedicating a little bit of time up front, i can assure you it will be well worth it in the long run.

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  • I will help you to work through one section at a time to gather the full set of data you need to give you the clearest picture and to automate your household personal finances in a way that will help you breathe easier and enjoy each other more.

$29.99
(one off payment)

OPTION ONE

TAKE IT AND RUN
 

  • I am happy to just share the system with you and for you to do it on your own with my instructional videos.

$59.99
(one off payment)

OPTION TWO

HELP ME, HELP MYSELF
 

  • Not everyone is a spreadsheet guru.

  • Also, one of the main reasons people don't do anything about their personal finances is they just don't have time!

  • I can work with you on WhatsApp to gather the information you need in your own timeframe, using voice messaging is probably easiest.

  • To build up the information and prepare the categories to prepare the full scope of your weekly costs before we align the banking accounts system.

$99.99
(one off payment)

OPTION THREE

TIME SAVER: GUIDE ME ALL THE WAY
 

 

  • Includes Option Two Steps

  • In addition to helping determine your weekly costs and break and report on it for you and your partner.

  • Setting up your internal transfers and bank accounts.

  • I can help walk through the process all the way to setting up the banking accounts system, mapping out your banking dashboard and cross checking.​

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