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Step 7–Add it up!

  • Writer:  Leslie Lewis (she/her)
    Leslie Lewis (she/her)
  • Jul 11
  • 2 min read

A big step. Since you've been tracking expenses and income since Step 2, now is the time to gather 30 days of that information, put it into categories, and add it up! We don't need to do this perfectly, but when we do it, it is so illuminating, to see our own spending and earning patterns.


The last video on step 7 is HERE.


Click on the image to play the video
Click on the image to play the video

Some ideas of categories to use:


Shelter

Food

Transportation

Personal Care

Dependent Care

Clothing

Entertainment

Gifts

Vacation

Misc/Things I don't have a category for



A link to our free tracker template for you to customize to yourself is below and also HERE.


How does it feel to look at your own patterns? Let us know in the comments! And as always, thanks for reading this.


And to quote investor Arlen Hamilton, citing queen Bey, (whose fabulous Cowboy Carter tour ends this month), Okay ladies*, now let's get InFormation.


*(gents and gender non-binary people, let's get information, too!)


Photo of Beyoncé astride Chardoneigh, and a page from IT'S ABOUT DAMN TIME by Arlan Hamilton
Part 1 Chapter 1 from It's About Damn TIme by Arlan Hamilton Plus Beyoncé on tour

Quick Links:


Step 1 in the MGB Investing Starter Kit process is HERE

Step 2 is HERE --Keep a Digit Tally, like You Need A Budget or RocketMoney or our free tracker template HERE

Step 3 is HERE

What is Investing? is HERE

What is The MGB Investing Starter Kit? is HERE


To buy our self-paced investing course for $49, CLICK HERE.

To register for our 6 month course for $795 click HERE

To buy the recent grad course for a student for $265, click HERE.




 
 
 

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