I Saved $200K With
My Budget Sheet
Hey, I’m Leanna! Quick background - I live in New York City, which means my living expenses are (crazy) high. I was working in the fashion industry (notorious for lower wages) and was stuck at $70K for the longest time.
Safe to say, personal finance was a mystery to me. Like many, I was told that finance was putting cash away in a savings account that earned you absolutely NOTHING.
I shifted my money mindset from anxiety to unlocking its potential. I no longer wanted it to weigh me down. I created a budget and savings plan - and now, I’ve reached my savings goal of $200K+ at age 32.
Budget Like A Boss is not a budget planner to track savings & expenses. It also, provides a personal finance journey checklist to follow & achieve your finance goals..
Ready to build wealth?
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Identify how/where you spend your money each month
Create spend categories
Allocate a monthly expense budget per category
Upload, monitor & adjust your budget for upcoming months
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Identify & record your existing account balances
Create annual savings goals
Allocate a monthly savings & investment budget
Mark complete the financial journey checklist
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Get to know your finances inside-out.
Expand your financial portfolio
Learn something new through the Newbie Finance Guide
Set a major goal like buying a house
Crush Your Savings Goal
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Plan Your Dream Vacation
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Crush Your Savings Goal ✳ Plan Your Dream Vacation ✳
Take charge of your finances with the Budget Like A Boss planner, designed to simplify budgeting and help you achieve your financial goals. Whether you're tracking daily expenses or planning for the future, this planner provides all the tools you need to stay organized. Read below for more details.
Need Help?
See available offers & services
Take charge of your finances with the Budget Like A Boss planner, designed to simplify budgeting and help you achieve your financial goals. Whether you're tracking daily expenses or planning for the future, this planner provides all the tools you need to stay organized. Read below for more details.
STEP ONE
Boss Wealth Consultation is a personalized 90-minute session dedicated to improving your personal finance. Together, we’ll review your current financial standing, goals, income and expenses. Then, create a wealth plan based on your goals. Read below for full details.
STEP TWO
Goal Tracker Consultation is a 30-minute session dedicated to track progress and make adjustments to your wealth strategy. Think of me as your accountability buddy to motivate you to stay on the right path. Available in single or quarterly sessions.
STEP THREE
Budget Like A Boss
Budget Like A Boss is a budget planner designed to easily track monthly savings & expenses. It also includes an easy-to-follow finance checklist, beginners guide to finance and different saving strategies. So, keep enjoying your favorite latte!☕
Are you ready to Budget Like A Boss?
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Getting Started
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Lesson 1: Overview
Quick introduction on the budget planner template. Take your time to familiarize yourself with the instructions tab and financial journey checklist. Step-by-step directions will be found in later lessons.
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Lesson 2: Account Summary
Before you take the leap forward, let’s take a look at where you are at now. The summary tab highlights your current income, annual goals, spend trend and current account balances.
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Lesson 3: Budget Allocation
The budget detail tab is a great tool to track monthly spend, determine if you’re on budget and calculate a new budget estimate based on past spend.
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Lesson 4: Categorize Transactions
Quick introduction on the budget planner template. Take your time to familiarize yourself with the instructions tab and financial journey checklist. Step-by-step directions will be found in later lessons.
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FAQ’s
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The budget planner is designed in Google Sheets. This file is beginner-friendly. You don't need to be an excel expert. Formulas are already included. Just follow the instructions on which parts to update.
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There are 4 video tutorials available to guide you along the way. If you need additional help, we're an email away! Send your questions to hello@ecommercewithlee.com :)
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It's a one-time fee of $12.99 where you will have unlimited access to the budget planner and 4 video tutorials. The planner also includes a financial journey checklist and finance guide perfect for newbies.
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The first time will be the longest. You should put aside 2-3 hours to gather the right information and update the budget planner in a thoughful manner. This should be a time of reflection to set your goals and make decisions on what matters to you financially.
Every other time should take 30-45 minutes.