How I Organize my Finances 💸 budgeting, savings tracker, credit cards & debt

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  • Опубликовано: 11 дек 2024

Комментарии • 50

  • @codymayfield
    @codymayfield Год назад +12

    I went to college for Personal Financial Planning and I have to say, this was a great video! You gave great advice and it’s obvious you’re well educated in your personal finances. You explain everything so well, I have no doubts this will help many viewers. Great job!

    • @CarterSullivan
      @CarterSullivan  Год назад +2

      Wow this is so kind. Thank you! I taught myself everything I've read so many bugs and learned about so many budgetting styles and I just really enjoy making finance easier to understand for others!

    • @TheSUPERHAPPY1
      @TheSUPERHAPPY1 Год назад

      How long was it to take that? I am interested

  • @Rosalynn78
    @Rosalynn78 Год назад +4

    When I stopped living paycheck to paycheck is when financial things really started to settle. I could breathe and plan ahead. Then it felt like I was off to the races.
    I've also tried a few different methods and have settled on Mint to keep track of spending per category (every item goes in a category). Then I export those transactions to a spreadsheet (twice a month) which keeps an annual total per category. I also have categories in my annual sheet that don't have monthly goals, just annual goals because I don't know when they'll occur. Like travel, special occasions and car maintenance. And I have a big enough savings account to cover those expenses when they happen and then just slowly refill the account over the year.

  • @melon_ayo
    @melon_ayo Год назад +40

    Normalize hating on Dave Ramsey 😂👏

    • @CarterSullivan
      @CarterSullivan  Год назад +26

      I'm all for doing what works for you but I feel like his methods are so restrictive and not sustainable long term. Like it's OK to spend money on things that bring you joy when you're paying off debt Dave...🫠

    • @lour9348
      @lour9348 Год назад +8

      @@CarterSullivan I couldn't agree more! And lately Dave has been advising to purchase a home with no regard to increasing interest rates and falling prices - who wants to be the chump to buy and lose equity?!

    • @melon_ayo
      @melon_ayo Год назад +5

      @@CarterSullivan and he’s also so against credit when credit is almost always necessary to buy a home or a car. And he pushes his savings accounts that he earns commissions on 🤨 sketch

    • @lee-13
      @lee-13 Год назад +4

      I started with his method when I was in mad debt and it was helpful 🎉 but as I gradually learned more about finance - I branched out from his method and took a little from other people’s advice/experience and created a personal financial plan.

    • @CarterSullivan
      @CarterSullivan  Год назад

      @@lee-13 i'm the exact same!

  • @DaughterOfTheKingdom16
    @DaughterOfTheKingdom16 Год назад

    7:12 see that’s my biggest problem. I have a lot of things where I know when it’s coming out but I really hate it because sometimes I’ll get paid and I hate one jobs. Don’t pay you like I feel like job to pay you the same date and not the same day because I have a lot of things that I just automatic payments and I always end up getting overdraft because of it.

  • @julia.md2b707
    @julia.md2b707 Год назад +7

    I love my ally savings because you can have up to 10 different buckets for different goals but it’s still all in one acciunt

    • @CarterSullivan
      @CarterSullivan  Год назад +1

      I've heard such great things about Ally for that reason!!

    • @williamwarren9448
      @williamwarren9448 Год назад

      I love the fact that mid week I can transfer money in and out in a day electronically so I never worry about not having access to my money ! Ally is awesome ! Glenda

  • @awarewithalex
    @awarewithalex Год назад

    thanks so much for this video carter! you have absolutely changed my life when it comes to financial literacy!!!
    quick question - does canada not offer any higher interest high yield savings accounts? i just got one at capital one (im US based) which is a consistent 4.3% interest rate! if so, wondering why you don't opt for those choices?

    • @CarterSullivan
      @CarterSullivan  Год назад

      You're so welcome! Canada does offer a few high-interest savings account but not as good as the US! I think the highest one here is only 2% and I do utilize them and that's where my emergency fund is stored😊

  • @katiekaboom7747
    @katiekaboom7747 Год назад +1

    POLL: For anyone who has purchased a new car (assuming it was not a source of financial strain), do you regret your choice? I'm torn! I've only ever had used vehicles, never even had a monthly car payment. But sometimes I wonder if there's anything about buying new that makes it worth it since obviously so many people do it. Anyway, just interested in hearing opinions.

    • @EmsFitVenture
      @EmsFitVenture Год назад

      I think it’s really what matters to you. My dad used to be a mechanic and my fam raced cars so I grew up loving cars. When someone hit me and totaled my car I could have purchased another used in cash but I decided to buy brand new. I put money down and overpaid on payments. I only did this because I fell in love with a car that had everything I wanted and plan to keep for a long time. I paid it off in 4 years on a 5 year loan. I sometimes wonder what I would have done not having gone that route. I am still obsessed with my car and I treat it well so it’s still like new to me.

    • @jnichi
      @jnichi Год назад

      My boyfriend bought a car because he needed transportation bad for work. It was a huge financial strain and was a dumb, young decision that I regret not talking/thinking more about (we were 18 at the time). We definitely should have done more research, negotiating, and budgeting before going forward with it. So long as your decision is informed, go for it. As much as I regret it, he loves his car and now we can comfortably afford it monthly so I try to let it go

    • @davisamills597
      @davisamills597 3 месяца назад

      Absolutely not worth it! I've never bought a new car but all of my family members did and its a huge financial strain. Don't do it

  • @ldg44
    @ldg44 Год назад

    As an avid ynab user since 2021, it really does not take a lot of time to use/enter expenses. The most time was spent figuring out what i roughly spent for the categories i was going to use and learning how to use ynab itself.

  • @kaileybooth149
    @kaileybooth149 Год назад +1

    I love your videos. I am currently starting to become more independent I have had a job since I was 16 and I am now 20. I have grown up watching my mom live paycheck to paycheck. And sadly have also started living that way. As you know it is hard to break out of that habit I was wondering if you would be willing to do a video where you talked about how you stopped living paycheck to paycheck.

  • @edwardleecaliforniausa
    @edwardleecaliforniausa Год назад +1

    Morning Carter happy Tuesday morning and I loved your vlogs and you are amazing Supporter and I'm proud of you

  • @truecollar9059
    @truecollar9059 Год назад

    love all your videos so much Carter ❤

  • @vanezaflowers
    @vanezaflowers Год назад

    what spreadsheet are you currently using?

  • @mansoor3159
    @mansoor3159 Год назад +1

    Wonderful Wonderful sharing Carter!💫💓

  • @uniquegrl92
    @uniquegrl92 Год назад +2

    I freaking love you and you inspire so much. Budgeting and money is never something I grasp easily. So your videos are very helpful. Thank you for sharing this content and just your life in general.

  • @sarasfaves0
    @sarasfaves0 Год назад

    YNAB BABY we love the shoutout

    • @CarterSullivan
      @CarterSullivan  Год назад +1

      HAHHA kudos to anyone who uses YNAB, that shit confuses me

    • @sarasfaves0
      @sarasfaves0 Год назад

      @@CarterSullivan I WILL TEACH UUUU

  • @thebohochiccc
    @thebohochiccc Год назад

    Thanks for sharing this was so helpful!

  • @deryamelody5423
    @deryamelody5423 Год назад +1

    My boyfriend and I usually don’t split gifts I buy the gifts for my family members and he buys the ones for his family members but we always say it’s from us 😂

    • @CarterSullivan
      @CarterSullivan  Год назад

      That works great as well! Whatever works for you as a couple! Matt's family doesn't really do gifts but my family does so that's why we typically just split them!

  • @stacy-annmorgan6685
    @stacy-annmorgan6685 Год назад

    I would never go back to monthly insurance again if all goes well. did it once first time I got a car. I pay that thing once a year and I feel much better. What I pay monthly I try to convert to yearly and then pay. I feel better not paying a ton of bills a month and just put aside money for each of these yearly expense instead of feeling like something is breathing down my back asking for money. Also gives me peace of mind my insurance is covered cause I have money to do any thing that might pop up unexpectedly. Also don’t keep all ur eggs in one basket. I put money in 3 different banks and thinking to do one more. I got over 7 accounts probably like 10 😂 and it helps me. Most I treat like sinking funds.

    • @CarterSullivan
      @CarterSullivan  Год назад

      Honestly do whatever works for you! For me it didn't make sense to do it yearly because I don't save any money doing it that way! But doing it yearly is a great option as well if that's what you prefer! Many right ways to do bills!

  • @Rosalynn78
    @Rosalynn78 Год назад

    If you have time to scroll, you have to budget. Do you scroll while pooping? Why aren't you categorizing transactions instead?

  • @dianabernier8077
    @dianabernier8077 Год назад +1

    Could you do a video about how you use your wealth simple app? Just simple/basic

  • @actgirl1234567
    @actgirl1234567 Год назад

  • @davisamills597
    @davisamills597 3 месяца назад

    I love the Money Guy show (it seems like you're following their method) and the FOO ❤❤❤

    • @CarterSullivan
      @CarterSullivan  3 месяца назад

      I've actually never heard of them before!

  • @lynnykhoury
    @lynnykhoury Год назад +2

    We have so many accounts over 4 different banks/credit unions. We do the bills account & spending account, separate accounts for rent houses, money market accounts, savings… We always laugh that if people saw all our accounts they’d be like 😳 WTF but it works for us 😂

  • @TallyWeinbergSpaceFluff
    @TallyWeinbergSpaceFluff Год назад

    me watching with a 22% $504 car payment for a 2013 LMAOOO