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ACCOUNTANT EXPLAINS How I Manage My Money: Income, Expenses & Savings

GET YOUR 2024 BUDGET & NET WORTH TRACKER: www.gabrielletalksmoney.com/p...
GET YOUR FREE BUDGETING TEMPLATE: www.gabrielletalksmoney.com/r...
Disclaimer: Note this video is not financial nor accounting/tax advice and should be used for entertainment purposes only. Consult with your own financial advisor, accountant and/or tax advisor for advice related to your specific situation.
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CONNECT WITH ME
💼 Tax & Accounting Services: www.balanceandwealth.com/
🌍 Blog: www.gabrielletalksmoney.com
📸 Instagram: @GabrielleTalksMoney
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WHO AM I:
Gabrielle is a CPA and Tax Expert, as well as the founder of Balance + Wealth CPA, a licensed CPA firm that specializes in Tax. Prior to starting her business, Gabrielle worked as a Tax Manager at one of the Big 4 Accounting Firms for 7+ years, advising Fortune 500 companies. Gabrielle posts weekly videos on personal finance, business finance, and tax tips.
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*This description contains some affiliate links, meaning that I may earn a minimal commission if you click through and use these links (at no additional cost to you).

Пікірлер: 67

  • @GabrielleTalksMoney
    @GabrielleTalksMoney6 ай бұрын

    GET YOUR 2024 BUDGET & NET WORTH TRACKER: www.gabrielletalksmoney.com/product-page/2024-budget-net-worth-tracker-template GET YOUR FREE BUDGETING TEMPLATE: www.gabrielletalksmoney.com/resources

  • @donkemp8151
    @donkemp81517 ай бұрын

    Excellent. As a financial advisor, I just reviewed a client’s budget today. Your version is superior. Well done, my friend.

  • @Lillian5336
    @Lillian53366 ай бұрын

    Wow this is the most robust budgeting template I’ve ever seen. purchased! Thank you❤

  • @jenniferwilliamson4778
    @jenniferwilliamson47787 ай бұрын

    I love this video. I use something very similar and have for over 15 years. The one difference is I allow tabs for each monthly expense that has the website/username/password/account number.For instance electric monthly amount will have a continued line to enter the said information above. I will definitely pay for your template and try to incorporate the user/name and passwords.

  • @joeyt8256
    @joeyt82567 ай бұрын

    Great video! Loved the wording of "Future Me." That wording helps translate to results.

  • @GabrielleTalksMoney

    @GabrielleTalksMoney

    7 ай бұрын

    Thanks Joey for watching!

  • @Volatilevinnie
    @Volatilevinnie7 ай бұрын

    Hi, this is a great tracker. I've been taking an Excel course, and learning its full capabilities has been enlightening. It would be cool to see how you set up a simple spreadsheet, formatting cells, columns, tables, and drop-down menus across the sheets. Great video!

  • @nailedyou
    @nailedyou7 ай бұрын

    This is a great tracker. Thanks for sharing. I know we track all expenses but what if you have multiple accounts? Do you still keep all transactions from all accounts in same place while tracking the balances on the summary page? If you can direct me to more details about this tracker I’d appreciate it. The moment you said rrsp it made me feel the 🇨🇦😊 but please let me know. 👍🏾

  • @jaymonhung5140
    @jaymonhung51407 ай бұрын

    Love a fellow 🇨🇦 CPA

  • @raysabor3413
    @raysabor34137 ай бұрын

    Thank You Gabrielle Clean and very nice lesson,

  • @raysabor3413

    @raysabor3413

    7 ай бұрын

    Awesome

  • @AllenIvey-2013
    @AllenIvey-20137 ай бұрын

    You have a great voice ❤

  • @GoodGuyBiker
    @GoodGuyBiker7 ай бұрын

    your website seems to be down

  • @ryanm7171
    @ryanm71717 ай бұрын

    I was wondering what do you use to track your Adjusted Cost Base for all your non-registered investments to account for your new purchases, sales, additional purchases, partial sales, return of investments, and stock splits? Do you manually track them all, is there a recommended computer program to purchase, or have you prepared a template? I currently manually track mine but would love to automate the process if possible.

  • @edgonzalez186
    @edgonzalez1867 ай бұрын

    Hello; that's a sweet setup... Is it customizable, or its a protected worksheet? Does it work for small business? I mean... how many hours, trials, with self made excell sheets... but this seems an all in one solution.... No paypal option for payment?

  • @hogue1243
    @hogue12437 ай бұрын

    Hello, what are your privacy and terms and conditions that you want us to agree to? I didn't see a notice

  • @ame3690
    @ame36906 ай бұрын

    As someone who isn't super excel savvy.. if I have more line items in any category (say savings buckets or expenses), can lines be added and it still calculate the new lines?

  • @pianistaph2125
    @pianistaph21257 ай бұрын

    I think this is a good tracker! but how can we copy our statements to the excel?

  • @zDhappy
    @zDhappy7 ай бұрын

    hi i stumble upon this, do you have section for loans?

  • @saqibtaxservice8665
    @saqibtaxservice86657 ай бұрын

    Thanks 🙏

  • @GabrielleTalksMoney

    @GabrielleTalksMoney

    7 ай бұрын

    you're welcome!

  • @IceyJunior
    @IceyJunior5 ай бұрын

    Where do you put your emergency fund? Fixed deposit?

  • @alfredwong1741
    @alfredwong17417 ай бұрын

    Can you explain being a CPA in Canada and the US?

  • @manomorelli3741
    @manomorelli37416 ай бұрын

    Hey Gabrielle, thanks for the awesome video. I'm using the full version of your template and I have a question about how do you manage the carry over balance (positive or negative) for the following month, as in the TV purchase example.

  • @GabrielleTalksMoney

    @GabrielleTalksMoney

    6 ай бұрын

    I just like to document why I went overbudget that month (as shown in the video) and reflect on better spending habits going forward. If you are underbudget - thats great! You can allocate it to more savings for the month.

  • @Grace-111
    @Grace-1114 ай бұрын

    how does this template work for budgeting for irregular expenses? It looks like the master budget updates all the months. Can you make changes on the individual month? If your budget changes throughout the year and up update the master, does that override all the months again? Another question is.....I guess you cannot split transactions for expense categories? Anyway I cannot imagine doing this so manually. It looks very time consuming. I use a budgeting app. I do like this concept and having to do more manually helps you master the details, but the example in the video is very simple, it quickly gets to be a lot more volume of transactions for a larger household.

  • @leoavila915
    @leoavila9157 ай бұрын

    Wow what a beauty!!

  • @vivivansong9
    @vivivansong97 ай бұрын

    how to download a template ? the link does not work

  • @millicentwynter320
    @millicentwynter3207 ай бұрын

    I’m unable to download the file on WIX.

  • @rizavalmadrid9131
    @rizavalmadrid913126 күн бұрын

    Hi, do you also have a book?

  • @JamOw86
    @JamOw867 ай бұрын

    Great tracker… do you input net or gross for job income?

  • @spooler24

    @spooler24

    7 ай бұрын

    Take home pay my guy 😂😂

  • @browsingmain5338
    @browsingmain53385 ай бұрын

    I got your spreadsheet it's great! in future could you add an extra line for each expense in the master budget? thanks!

  • @GabrielleTalksMoney

    @GabrielleTalksMoney

    5 ай бұрын

    Thanks for the feedback. I will work towards this for next year!

  • @MrCLAASS
    @MrCLAASS7 ай бұрын

    The graphics of the excel spreadsheet is blurred and I can't see it. The resolution is too low.

  • @GabrielleTalksMoney

    @GabrielleTalksMoney

    7 ай бұрын

    You can adjust the resolution to higher quality

  • @VeroniiqueG
    @VeroniiqueG6 ай бұрын

    For the initial investment in the investment sheet, do you always put the full invested amount for each month or only the money you put towards this account during the month? In the case of the total invested amount in each month, the total would be off? And in the case of the contributions, how do you know the market value for only the contributions? Thanks!!

  • @GabrielleTalksMoney

    @GabrielleTalksMoney

    6 ай бұрын

    I would put the fully invested amount each month. If you made new contributions, I would simply add it to the fully invested amount in the month contributed!

  • @jaz_likes_bees
    @jaz_likes_bees7 ай бұрын

    Haven’t been able to buy the sheet - when u click the link it says your website is down

  • @GabrielleTalksMoney

    @GabrielleTalksMoney

    7 ай бұрын

    Thanks for letting me know- I think it's a bit slow from the traffic but seems to be working again!

  • @MrAjaymenon
    @MrAjaymenonАй бұрын

    Hey Gabrielle! How can this be used to track multi year net worth? Looks like this sheet only tracks for a year. Should I make a copy and start over for 2025?

  • @GabrielleTalksMoney

    @GabrielleTalksMoney

    Ай бұрын

    Hi Ajay, yes that's correct, it's an annual template and gives you the most updated networth during the year. For 2025, you can copy and start a new one. Hope that clarifies!

  • @victoriaknowsbest
    @victoriaknowsbest7 ай бұрын

    Trying to click the link for the sheet but having problems

  • @GabrielleTalksMoney

    @GabrielleTalksMoney

    7 ай бұрын

    which link are you referring to?

  • @LebronCCP
    @LebronCCP6 ай бұрын

    how do i explain to my wife how to stop spending half my income on hermes and chanel bags

  • @Minalove222
    @Minalove2222 ай бұрын

    Do you do this at the beginning or the end of each month?

  • @GabrielleTalksMoney

    @GabrielleTalksMoney

    2 ай бұрын

    I like to do this mid-month so the previous months transactions are fully posted!

  • @ibee244
    @ibee2446 ай бұрын

    the link for the free template is broken. otherwise, great video.

  • @GabrielleTalksMoney

    @GabrielleTalksMoney

    6 ай бұрын

    It seems to be working - sometimes the website can get slow from traffic. Let me know if you still can't access it.

  • @hannahparkco
    @hannahparkco6 ай бұрын

    Is there a US Version

  • @GabrielleTalksMoney

    @GabrielleTalksMoney

    6 ай бұрын

    this video applies worldwide!

  • @shanwen88
    @shanwen887 ай бұрын

    Can you do a skincare tutorial as well? 😆

  • @GabrielleTalksMoney

    @GabrielleTalksMoney

    7 ай бұрын

    😆

  • @dinhwellnesscentreinc.2493
    @dinhwellnesscentreinc.24937 ай бұрын

    It costs 20$? To buy it ? I thought you said in the video that it was free …?

  • @GabrielleTalksMoney

    @GabrielleTalksMoney

    7 ай бұрын

    There is also a free budgeting template linked below it

  • @unknOwN-nv9nu
    @unknOwN-nv9nu6 ай бұрын

    Can you mange my life as a married couple? 😮

  • @jiufeiluo428
    @jiufeiluo4287 ай бұрын

    你能说中文吗?

  • @vivivansong9

    @vivivansong9

    7 ай бұрын

    she is korean

  • @misskrissymarie2305
    @misskrissymarie23056 ай бұрын

    Are you based out of Canada or the USA?

  • @majaserratoorozco7450
    @majaserratoorozco74505 ай бұрын

    I need to get a job

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