May 8, 2023
Sowing Appleseeds
Set up and fund an Apple 4.15% HYSA (high yield savings account)
Tutorial
Achieving Financial Wellness is a process.
Three equally vital elements:
an effective and efficient system for creating and following a financial plan;
the knowledge necessary to make empowered and informed decisions about short- and long-term financial decisions;
the courage to face fears and challenge deeply internalized beliefs that hinder the formation of healthy habits and impede lasting behavioral change.
How to Open and Fund an Apple Savings Account
Elizabeth’s Favorite Toolkit for YNAB settings
August 6, 2021
My Favorite Tools
All the best Toolkit For YNAB settings handpicked by yours truly
Tutorial
Reimbursing the Roomie: Split Transaction with Multiple Funding Sources
March 18, 2021
Reimbursing the Roomie
Help! Shared expenses and multiple payment methods has me confused
Tutorial
How to Conduct an Annual Budget Review (and Why You Should)
January 18, 2021
Performance Evaluation
Time for your Budget's Annual Review - What's working, What isn't?
Article
Why YNAB? A Detailed Breakdown of YNAB’s Unique Layered Approach to Budgeting
September 3, 2020
Why YNAB?
A unique layered combination of three key budgeting principles
Article
YNAB Toolkit – Interface Fonts — Updated!
June 20, 2020
Fixed Fonts!
Toolkit for YNAB update - Choose Between 7 Interface Fonts
Tutorial, Video
How to Power Up Your YNAB Searches with Emoji Tags
August 16, 2019
Level Up
How to Power Up Your YNAB Searches with Emoji
Tutorial
Buying Cash From My Kid: Tricky Split Transactions On- and Off-Budget YNAB Accounts
July 29, 2019
Buying Cash?
Help! I Bought Cash From My Kid & YNAB Has Me Stumped
Tutorial, FAQ
The Ultimate Guide to Handling Cash in YNAB
July 7, 2019
Dolla Dolla Bills
The Ultimate Guide to Handling Cash in YNAB
Tutorial
How to Merge (combine) your YNAB categories in 3 Simple Steps
April 28, 2019
Merging Categories
How to Combine YNAB Categories in 3 Simple Steps
Tutorial, Video
Toolkit for YNAB – Reports Screen settings
April 26, 2019
Graphs & Reports
Toolkit for YNAB - Report Screen Settings
Tutorial, Video
Toolkit for YNAB – Budget Screen settings
April 10, 2019
Mapping It Out
Toolkit for YNAB - Budget Screen Settings
Tutorial, Video
Toolkit for YNAB – Account Screen settings
March 29, 2019
Checks & Balances
Toolkit for YNAB - Account Screen Settings
Tutorial, Video
Toolkit for YNAB – General Settings walkthrough
March 23, 2019
Get Ready, Get Set
Toolkit for YNAB - General Settings
Tutorial, Video
Getting Off the Float – YNAB Tutorial
June 3, 2018
Float Loan to Self
Getting Off the Credit Card Float with YNAB
Tutorial
What is a Credit Card Float?
May 20, 2018
Treading Water
Are Your Credit Cards Paid in Full or Are You Riding a Float?
Article
Dirty Laundry
May 18, 2018
Dirty Laundry
Fostering Independence While Teaching Kids Social Responsibility
Article
How to Pull a Free Credit Report
May 5, 2018
Know Your History
You Can (and Should!) Pull a Free Credit Report 3x Every Year
Tutorial
Harvesting Credit Card Rewards
December 7, 2017
Reaping the Rewards
Which approach: rational-maximizing or psychological-gratifying?
Article
New Tires – Are you ready?
November 16, 2017
Tire Pressures
Budgeters Rejoice- Helpful Info for Tire Replacement Sinking Funds
Article
The American Dream: the normative personal finance bias
October 12, 2017
Picket Fences
Yes, you can care about finances without conforming or selling out
Article
Slide 1
Don't lose your mind -- or your data.
Migrating from
YNAB4 to new YNAB
YNAB4 to new YNAB
Coaching Testimonial 1
More than a coach!
Elizabeth is not only my money coach, she’s my money therapist. I realize how much emotional energy I invest in my relationship with money and she has helped me to disentangle my feelings of guilt and shame and move me into a place of empowerment.
Coaching Testimonial 2
Amazing money coach!
Elizabeth is an amazing personal money coach! She has been so helpful in giving us the tools to help us to forward our family finances. Can’t believe how much money we’ve saved and she’s helped us to leverage our financial resources into building the funds for what’s most important to us.
Coaching Testimonial 3
Coaching Testimonial 4
Flattened the learning curve...
As busy as I am, I know I never would have made it through the learning curve without Elizabeth. Now I can focus on the bigger picture and create a plan I’m comfortable with.
Coaching Testimonial 5
Bye-bye anxiety
Working with Elizabeth has taken the guesswork and anxiety out of the budgeting process and given my husband and I a concrete vehicle for discussion.
Coaching Testimonial 6
Non-judgemental support
I’m deeply appreciative of Elizabeth’s non-judgmental approach. She supports my values and how that gets expressed in how I spend my money.
Coaching Testimonial 7
Take Control
Elizabeth is a knowledgeable, supportive, fun, and very competent money coach. If you want to learn to control your money, instead of letting it control you, Elizabeth has the enthusiasm, understanding, and insight to help you.
Coaching Testimonial 8
Thank You!!!!
I LOVE your work!!! It's enabled us to become financially secure AND make sure that we enjoy our take home pay. THANK YOU!!!!!!!
Coaching Testimonial 9
Amazing Coach
Elizabeth is an amazing personal money coach! She has been so helpful in giving us the tools to help us to forward our family finances. Can't believe how much money we've saved and she's helped us to leverage our financial resources into building the funds for what's most important to us.
Coaching Testimonial 10
Knowledgable, Supportive, & Fun
Elizabeth is a knowledgeable, supportive, fun, and very competent money coach. If you want to learn to control your money, instead of letting it control you, Elizabeth has the enthusiasm, understanding, and insight to help you.
