split transactions

Reimbursing the Roomie: Split Transaction with Multiple Funding Sources

A reader (let's call them Alex) recently wrote to me with a fun question involving shared expenses, multiple categories, and -- bring on the extra challenge -- multiple funding sources! I love these questions!! Have a puzzle of your own? Tell me in the comments section or fill out this form. Reader's Situation Alex splits expenses with a housemate/significant other. When settling up at the end of the month, Alex ran into this situation: [He] paid the Internet bill (my half is $34) … [Read more...] about Reimbursing the Roomie: Split Transaction with Multiple Funding Sources

Buying Cash From My Kid: Tricky Split Transactions On- and Off-Budget YNAB Accounts

After publishing my Handling Cash in YNAB tutorial, I received a question from a reader. It’s an awesome question and proved to be an interesting challenge. Thanks so much to my reader for taking the time to write in! … [Read more...] about Buying Cash From My Kid: Tricky Split Transactions On- and Off-Budget YNAB Accounts

The Ultimate Guide to Handling Cash in YNAB

But then what about Fang and his cash-as-a-category method? This is why the right answer to “how should I handle cash in YNAB” is it depends. Fang’s use of cash is different than mine. And his feelings about money and budgeting are different, too. The Category method works well for Fang because: Almost all of his cash spending is on small incidentals for himselfHe’s not prone to impulse spendingHe sees no value in tracking his personal spending So a blend of cash methods is what … [Read more...] about The Ultimate Guide to Handling Cash in YNAB

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.

Invaluable

Your talk was very useful and your insight and advice are invaluable.

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.

What passion!

Elizabeth has great passion for what she does.

Flattened 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.

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.

Non-judgmental 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.

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.

Great workshop

Thank you so much for coming & sharing. Your passion for what you do made the information attractive. Thank you for taking the fear out of $$ and empowering us.

Awesome & Eye-opening!

It was really awesome and eye opening to hear Elizabeth’s advice regarding money management! What a woman of great wisdom, advice, and inspiration. Personally, I feel like she made managing money seem more possible than it ever has been before. Money has always been a negatively emotional subject for me, but now I see the light and I can truly say that I now speak of money with positive energy.

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!!!!!!!

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.

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.

Two Thumbs Up

The presentation Elizabeth provided was well done. She was very knowledgeable on the topic and she showed it. That in itself gained the trust of the people within the audience. Her presentation style was great. She engaged the students in conversations throughout the presentation, which kept everyone alert. I could tell that she really cared about the topic and wanted people to understand how certain things affects your credit score.