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Guide

Dollars & Diagnosis
3/8

Personal Finance 101

The fundamentals of budgeting, adapted for your reality.

The Formula

Income - Expenses =
Cash Flow

Alignment

Align your spending with your values and current priorities.

Breathing Room

Use tricks and strategies to create financial space.

Budgeting Strategy Waterfall

1

Acknowledge Difficulty

Budgeting is difficult even in the best of circumstances. Give yourself grace.

2

The Golden Rule

More money in, less money out. Simple math, hard execution.

3

Expense Triage

Eliminating, deprioritizing, or postponing expenses.

4

Categorization

Separate fixed vs. variable expenses, and essential vs. non-essential expenses.

Interactive Expense Triage

Click on the non-essential expenses to cut them and see how much breathing room you can create.

Fixed / Essential(Hard to cut)

Rent / Mortgage$1200
Health Insurance$400
Utilities$150
Groceries$400

Variable / Non-Essential(Click to cut)

Potential Monthly Savings:+$0