3 Key Steps to Maintaining Your Budget

Developing a budget routine is a small investment of time that will yield big results! Join Hannah as she shares three healthy habits to maintaining an effective budgeting routine, so you can stay focused on what most matters to you.

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TIMESTAMPS:
0:00 Intro
0:13 Budget routines save you time and money
1:07 [Habit 1: UPDATE YOUR ACCOUNTS]
1:48 Choose a consistent "budget routine" time
2:09 [Entry method #1]: Entering transactions yourself
2:45 What's a cleared transaction?
3:17 [Entry method #1]: Direct import
3:53 [Entry method #2]: File-based import
4:53 Demo of file-based import
5:39 Imported transactions link with manually entered transactions
6:23 Approving transactions
7:30 The benefits of entering yourself and importing transactions
8:01 [Habit 2: RECONCILE YOUR ACCOUNTS]
8:23 How to reconcile your account
9:51 How often should I reconcile?
11:15 When my budget and bank account match...
12:24 When my budget and bank account DON'T match...
13:04 [Habit 3: ADJUST YOUR BUDGET]
13:19 How to roll with the punches (Rule 3)
14:37 Bonus tips to a quicker budget routine
15:09 [Tip 1] Update often
15:51 [Tip 2] Enter transactions yourself
16:42 [Tip 3] Pin categories for easy access
17:02 Outro
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