I Saved $200K With
My Budget Sheet
Hey, I’m Leanna! Quick background - I live in New York City (which means my living expenses are high!). I was working in the fashion industry (notorious for lower wages) and was stuck at $70K after working 6.5 years at the same company. Since then, I have moved on and increased my salary drastically. It took me almost 10 years of working to reach $180K in savings at age 32.
What you’ll learn
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Identify how/where you spend your money each month
Create spend categories
Allocate a monthly expense budget per category
Upload, monitor & adjust your budget for upcoming months
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Identify & record your existing account balances
Create annual savings goals
Allocate a monthly savings & investment budget
Mark complete the financial journey checklist
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Get to know your finances inside-out.
Expand your financial portfolio
Learn something new through the Newbie Finance Guide
Set a major goal like buying a house
Crush Your Savings Goal
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Plan Your Dream Vacation
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Crush Your Savings Goal ✳ Plan Your Dream Vacation ✳
Free Tutorials
Budget Like A Boss is a budget planner designed to easily track monthly savings & expenses. It also includes an easy-to-follow finance checklist, beginners guide to finance and different saving strategies. So, keep enjoying your favorite latte!☕
Are you ready to Budget Like A Boss?
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Getting Started
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Lesson 1: Overview
Quick introduction on the budget planner template. Take your time to familiarize yourself with the instructions tab and financial journey checklist. Step-by-step directions will be found in later lessons.
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Lesson 2: Account Summary
Before you take the leap forward, let’s take a look at where you are at now. The summary tab highlights your current income, annual goals, spend trend and current account balances.
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Lesson 3: Budget Allocation
The budget detail tab is a great tool to track monthly spend, determine if you’re on budget and calculate a new budget estimate based on past spend.
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Lesson 4: Categorize Transactions
Quick introduction on the budget planner template. Take your time to familiarize yourself with the instructions tab and financial journey checklist. Step-by-step directions will be found in later lessons.
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FAQ’s
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The budget planner is designed in Google Sheets. This file is beginner-friendly. You don't need to be an excel expert. Formulas are already included. Just follow the instructions on which parts to update.
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There are 4 video tutorials available to guide you along the way. If you need additional help, we're an email away! Send your questions to hello@ecommercewithlee.com :)
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It's a one-time fee of $12.99 where you will have unlimited access to the budget planner and 4 video tutorials. The planner also includes a financial journey checklist and finance guide perfect for newbies.
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The first time will be the longest. You should put aside 2-3 hours to gather the right information and update the budget planner in a thoughful manner. This should be a time of reflection to set your goals and make decisions on what matters to you financially.
Every other time should take 30-45 minutes.