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New Year, New Budget, New Attitude

January 25, 2012 By Kelly 2 Comments

Starting 2012 on the right financial foot is a resolution many people share. We’re only a few weeks into the new year and you may already feel defeated, but it’s not too late to get organized, and turn 2012 into the year you become a money ninja.

One of my resolutions was to spend more time focusing on our budget, spending, and eliminating debt. So far we’ve doing great on this front including eating at home, paying bills early, and socking away extra funds into savings.

Of course I can always do more, so here are some more ways I’m getting my finances organized for 2012.

3 ways to get your finances organized:

Gather your tax documents & perform a draft:
If you’re like most people you put of taxes until the last minute, but I recommend starting them sooner rather than later. Expecting a refund? You’ll get it much quicker the earlier you file. You can even have it direct deposited into your bank account. If you think you’ll owe it’s essential to know what you’ll owe so you can figure out where that money is coming from if you haven’t already. Even if you have enough to cover your tax expenses it’s a good idea to cut back until April so you can beef up your savings even more.
I’m gathering tax documents in a folder in the back of my ‘brain’. I did a dry run of taxes last weekend, and have an idea of where we’re at, but am waiting on several 1099s before I can officially get them done.
You can file taxes for free with certain limitations and with total ease by using one of the services below. I have personally used TurboTax for years and think the interface and help is great.

Get your free credit report & free credit score

Start the new year right by checking your credit score for free. AnnualCreditReport.com is the ONLY place to go for free credit reports. Since you can get them from all three bureaus, choose one to start, and use the other two reports later in the year.

You can set alarms/calendar reminders to check your credit report two more times throughout to year.

To obtain a free credit score you can use CreditSesame.com to find out your score. They use Experian and you will need to provide identifying information, but it is a secure site. Your credit will not be dinged for checking your score. In order to keep the service free they do analyze your debt and offer solutions like lower interest credit cards or refinancing options.

Create a home for your finances

This year I created a binder that is my ‘brain’. It includes our schedules, important papers to have on hand like class lists, menus, and our budget for the year.

The idea behind my ‘brain’ is to make it easy for my to access all the info I need without having to use my actual brain to remember. (I swear each kid stole a bit of my memory when they were born.)

Here’s how it looks:

The sections are all separate so I can flip right to what I need.

  • Calendar and event papers: Cozi is my preferred calendar method at the moment.
  • Menu and grocery list: You can find those here.
  • Debt repayment plan and net worth sheet: You can create your own, but I use simple excel spreadsheets that include sums.
  • Yearly Budget: I use a Pages template for our yearly budget-you can find similar templates on Excel. I update this monthly since my income is variable.
  • Monthly bill checklist: A printed list of our monthly bills and a few spots to write in notes. I find for me pen and paper are the best way to make sure everything is taken care of on time.
  • Folder in the back: There is one for tax documents as well as one for papers I need like forms for early dismissal.

What ways are you getting organized with your finances in 2012? Any tips you can share?

Kelly

Want more advice on organizing your budget for 2012? Stop by Adaptu for my latest post on re-evaluating your budget for 2012.

 

About Kelly


Kelly Whalen is the founder and editor of the Centsible Life blog. She started the blog 6 years ago as her family faced a mountain of debt. The blog became a resource to readers and a hub for everything you need in life for less. Kelly lives in the Philadelphia area with her superhero husband, 4 awesome kids, and one adorable dog. She still believes you can have it all....just not all at once.

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Filed Under: Money, Organization Tagged With: credit, Money, Organization, taxes


Comments

  1. Weekend-Windup says

    January 25, 2012 at 12:53 pm

    Excellent post. Yes, our attitude defines our habit of saving and help us to stand out of debt.

    Reply

Trackbacks

  1. How to Budget says:
    November 29, 2013 at 3:54 pm

    […] New Year, New Budget […]

    Reply

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About Centsible Life

Hi! I'm Kelly Whalen, writer, frugality expert, debt slayer, and money nerd. Welcome to the Centsible Life, my corner of the internet where I help women live happier, healthier, and wealthier lives. My goal is to help you save time + money, so you can spend it how you choose. Want to know more about me and learn how the the Centsible Life has helped millions of readers? Click here.

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