As the year draws to a close, I have started my annual financial review and goal setting process for the year ahead. This is an important step in any financial planning. For me, the exercise helps me determine where my family’s finances stand and if adjustments are needed. It also gives me a clear picture of our current accounts and…
Tag: Excel
Welcome to tags! Here you will find all the relevant blog posts and content tagged with or discussing the term “Excel”.
Liquid Net Worth
Liquid net worth is an unfamiliar term for most people. Many know about net worth, but few understand liquid net worth, what it means, and why it is important. This article will explore the term and unpack its usefulness. What is liquid net worth and how is it calculated? While net worth measures the value of all the assets you…
How to Live on Less
Are you wondering how to live on less? A lot of people are these days. COVID-19 has resulted in record unemployment claims, and the economy is facing an ugly recession. Whether you’ve lost your job, had your hours reduced, or are just uncertain regarding your future finances, it never hurts to think about how to live on less. Below are…
Money Saving Strategies
Money saving strategies are important, but it’s not always easy to know where to start. On top of that, in these days of information overload it’s easy to feel overwhelmed with complicated schemes that are tough to stick to long-term. As an easy antidote, to help jump-start any strategy, here’s a list of my favorite saving habits. These are simple…
Money News – January 2020
Personal Finance in the News – January 2020: Welcome to January’s Money News, and a brand-new decade! Here are a few personal finance focused news articles that grabbed my attention this January: Read: In this article, Jamie Golombek at the Financial Post explains how the CRA has redesigned the T1 Personal Income Tax form for the coming tax year. Are…
Building a Budget
If you’ve already started to track your spending, you might be asking, “Now what?” The answer is, “Now build a budget!” This blog post will go through the basics of setting a personal budget to help get you started. If you haven’t already, you can also check out the Tracking My Spending post, which goes hand-in-hand with this one. …
Tracking My Spending
This blog post details how I go about tracking my spending, and why it’s important. Do you know how much you spend? It may be more than you think. Once you’re done, check out the Building a Budget post that goes along with this topic. Why is Tracking My Spending Important? Tracking your spending lets you see how much money…
Money News – December 2019
Personal Finance in the News – December 2019: Here is December’s Money News: Read & Watch: Daniel Tencer at The Huffington Post explores the differences between American and Canadian finances. This article also explores how the differences highlight potential financial lessons, warnings, and opportunities. Read: Surviscor has released its 2019 Online Brokerage Review. In addition to providing a good overview…
How to Track Your Net Worth in Excel – YouTube Video
My Money Moves Presents our first YouTube Video: Want to know how to track your net worth in Excel? Some readers of the blog post Net Worth 101 have asked how I track my net worth in Excel. Some have also asked how to use the Excel template available on the Free Financial Resources page. Though the Excel sheet provides…