What’s the best way to manage your money? It depends on the person. For that matter, it depends on where that person is in their financial journey (among other factors.) For a decade, I was in the 5%—the rare financial enthusiast who tracked every single dollar, including cash, in a top-notch personal finance tool. My rows and rows of data were glorious. But this isn’t a humblebrag.

Instead, this is about my financial evolution. It’s the journey that took me from the extreme 5% tracker to being part of the 95% who find traditional budgeting restrictive, tedious, and unsustainable.

After a decade of tracking everything, I spent years tracking almost nothing. My time was too precious to spend it living in front of a screen.

But as life got more complex (marriage, a home, kids) tracking just “total spending” wasn’t enough. And I had new financial questions. I needed a clear view of our family finances. I needed a new system. I wanted to:

• Confirm our investments were on track.
• Budget quickly and easily with the right level of detail.
• Discover blind spots and ensure we were making the right financial moves.
• Have a financial routine that was efficient, effective, and meaningful.

Spoiler alert: I figured it out. I built a better product.

See MoneySwell in action (and how you can use it, too): https://marketing.moneyswell.com/moneyswell-in-action

#PersonalFinance #FinancialWellness #Budgeting #MoneySwell