Hello Sophisticated Spenders!
At work we periodically receive performance evaluations.
But when is the last time you’ve given yourself a Financial or Money Evaluation?
This week I will be creating a fancy pants evaluation to share with all of my readers (please make sure you are a subscriber so that you get it first).
I am looking for ideas on categories to include in the Money Evaluation.
Here’s what I have so far:
Spending-with subcategories for:
-on time bill payment
-paying off credit cards
-amount of debt
-debt to income ratio
-use of coupons/groupons
-did you buy anything you already have?
Saving-with sub categories
-saving enough in retirement account to get company match
-amount of living expenses in emergency fund
-saving for a future goal
And that’s all I have for now.
Do you guys have any additional ideas for categories? This will be SO cool, I promise!
