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Showing posts from February, 2024

Spending Summaries and Clouds

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Have you ever wondered where your money goes? Creating a budget is a useful way to figure it out, but there are even more tools available to get a clearer picture. 💰💡 Did you know many credit card companies offer a quick overview of your spending? This is an excellent place to start! Recently, I logged into my credit card account and found a " 2023 Year-End Summary " report of my spending. The report broke down expenses for the year, including major categories like dining 🍔🍕, gas/automotive 🚗, merchandise 🛍️, entertainment 🎥🎤, travel 🚆🛫, monthly bills 💸, and services 🛠️. The report also included helpful charts 📈, graphs 📊, and a summary, and detailed information about fees 💳 and transactions 💰. Not only is this helpful information, but having access to something like this would also be handy when working with a financial planner or another financial professional to understand your spending habits. If you already have a budget, it’s a helpful way to compare you...