The Joys of Looking Back on your Spending Record

Blue WaterdropI know, it’s hard to imagine that tracking your spending could be fun. But once accomplished, it certainly can be rewarding.

Have you ever asked yourself any of these questions?

  • Where did all my money go?
  • Why can’t I save?
  • What do I have to show for all my hard work?

If so, a little information could go a long way toward helping you answer these questions. And the person to provide that information is you.

There are many ways to track your spending:

  • Develop a budget with two columns, one for your planned spending amounts and the other for your actual spending in each category
  • Keep a notebook and just write in every amount spent in order by date
  • Use a software system such as Quicken or an online system such as Mint

However you choose to track your spending, it’s important to be as thorough and accurate as possible:

  • Pay multiple monthly bills at once, and log them in your spending-tracker at the same time
  • Always request a receipt, even for the smallest of purchases
  • Make sure to place these receipts in a single, consistent place until they are logged
  • Log each purchase in a way that works for you – perhaps daily, or maybe twice a month

Next, it’s important to track all of your income. This is especially crucial if you have multiple jobs, earn tips, work as a freelancer, or have other irregular income. It’s a good idea to even include cash gifts, cashback rewards on your credit cards, or other one-time winnings.

Then, each month, you can total both your income and your spending, and see the results:

  • How much did you spend in each category (i.e. groceries, entertainment, gifts, clothing)?
  • How much do you have left for saving?
  • Are there categories in which you can cut back on your spending?
  • Can you choose to save in advance, to ensure that you don’t over-spend later?

After you’ve tracked your spending for an entire year, you’ll have a good idea of your spending patterns and totals on an annual basis. How much do you really need to earn each year? Can you lower your stress during a slow income month because your income usually rises in other months? Then, as the years pass, you can compare various years, and look back upon prior spending as a reference.

The pleasure of being able to understand your own money patterns over the long-term should help bring peace and reassurance to your life, so that you control your money rather than your money controlling you.