Trident Financial Coaching LLC

Budgeting and Cash Management

The best budgeting system is the one that you’ll stick with for the long haul. You’ll probably need to go through some trial and error to figure out what works best for you. I have developed two free resources for you to try!

Budget Tracker

This Budget Tracker best suits people who ARE natural spenders who need to set spending limits on themselves. See how your budgeted expenses compares to your income, how far over(under) budget you are in your expense categories, and how much margin you're left with at the end of the month!

Cash Management Tracker

This Cash Management Tool best suits people who AREN'T natural spenders who have more awareness surrounding their spending. Plug in your income(s) and expenses and see how positive (or negative) you are each month. Also, break down expenses by categories to see where your money is going!