Money Management Tips For Busy People
top of page

Money Management Tips For Busy People

How To Make Time For Your Finances With a Busy Life

IF YOU WANT TO REALLY GET YOUR FINANCES UNDER CONTROL, SIGN UP HERE FOR MY FREE FINANCIAL FOCUS CHALLENGE! The financial focus challenge is a guide to map out your financial priorities, create a monthly budget and get on financial track.



Staying on top of your finances plays a major role in whether you achieve your money goals. When you have a life full of career, family and personal demands on your plate things can get busy, fast! As a result, a regular review of your spending, savings, and debt can fall by the wayside.


If you feel like all the responsibilities in your life keep you from creating a budget or logging into your online financial account, even once a week, use these hacks to help you improve your money management.

1. Add money reminders to your calendar

Spending time on your finances deserves to be prioritized like every other important event in your life. Consider adding recurring money check-in dates to your calendar as you set up a meeting at work, or a doctor’s appointment for yourself or your family.

For example, you can schedule a time to check your financial accounts daily and update your actual spending in your budget bi-weekly. You can even schedule time to get competitive quotes for vehicle insurance coverage quarterly and review your retirement contribution and tax withholding amounts annually.

2. Review your finances on the go with apps

It can be challenging to routinely log in to all your different banking, creditor and service provider accounts to maintain a full understanding of where your money stands.

Overcome this challenge by using mobile apps.These apps pull together all your account balances, upcoming bills, summarize the progress towards financial goals and offer the ability to pay bills right from your phone.

Also, explore signing up for text alerts from your financial institution. You’ll be able to receive messages with account balances, transaction activity, and even bill due dates to your mobile phone when it’s available.

3. Tackle major money decisions and tasks separately

Important financial tasks can take a ton of time. For instance, switching financial institutions, updating beneficiary designations, disputing charges, changing payment account information, rolling over an old retirement account or changing your legal name after marriage. You’ll definitely need more than a few minutes to get things like this done.

Although you might be tempted to procrastinate, pacing yourself and tackling these tasks separately, is a better approach. Take into account how much time you’ll need for each task and aim to complete one task each or every other week.

4. Take a personal day for your finances

Use this time to schedule your money reminders for the next 6 months, develop your budget, open a separate savings account or tackle those long-overdue financial tasks, all in one day.

P.S. IF YOU WANT TO REALLY GET YOUR FINANCES UNDER CONTROL, SIGN UP HERE FOR MY FREE FINANCIAL FOCUS CHALLENGE! The financial focus challenge is a guide to map out your financial priorities, create a monthly budget and get on financial track.

1 view0 comments

Recent Posts

See All
bottom of page