![]() Making a budget is the first step of financial control. Check off each step along the way as you complete it! Setting up your budget ![]() It’s a step-by-step plan for getting your financial life in order and making progress on your financial goals. Stay accountable with our Organize Your Finances Todoist Template. Follow these steps to build a budget, free up your valuable mental space, get a handle on your finances, and finally have a tool to reach your financial goals. There’s some good news: you can take the same systematic approach you’ve learned with Todoist and apply it to your financial life. You might be someone with the opposite problem: you’ve already brought order to your daily tasks thanks to Todoist-but for you, managing your money still feels like an exhausting, draining mess. And that made all the difference: Todoist freed up my valuable mental space, and I am eternally grateful. Not only was I able to get everything done, but I didn’t have to think about all the things I had to do anymore. With time, and a little trial and error, I was able to put all these things in order. It was that I was constantly thinking about everything I had to do. And it wasn’t so much that I had too much to do. There was always something to clean or a small human who needed a snack. Yes, my life had gotten better, but there was also a lot more to do. I welcomed my second child into the world. I had started my job at YNAB teaching people how to budget, which not only gave me meaningful work, but let me work from home! I had settled into a new house. In fact, things had improved dramatically in the prior years. ![]() Sometime during the summer of 2017, I woke up to realize that my life had become pretty complicated. With that, I'll turn it over to Ben from YNAB. I've experienced the productive power of budgeting in my own life, and I hope this guide helps you do the same, in 2024 and beyond. I've been using YNAB (short for You Need a Budget) almost as long as I've been using Todoist, so when the opportunity arose to partner up and help our readers organize their finances, I jumped at the chance. It may seem counterintuitive, but budgeting has helped me think about money less, freeing up precious mental space for the things that are important to me. We do reserve the right to change custodians in the future.A note from editor Becky Kane: It's really hard to make progress on your other goals when you're stressed about money. While we periodically review our custodian options, the potential disruption to existing clients will always be a significant consideration. Note that we are not obligated to invest in Fidelity products due to the relationship and in fact use just a few. As a large financial services firm, Fidelity also has more resources to invest in account security and maintenance than smaller operations, which is important in this age of cybersecurity threats. As we have many accounts with Fidelity, we have negotiated lower transaction fees for those investment products that require them. They are compensated through either transaction charges or underlying fund expenses. As is typical in our industry, we do not pay, nor do we receive compensation from, Fidelity, although they do provide us with ancillary support services. We originally chose Fidelity based on our positive experience with them at an earlier firm, and have been pleased with their staff and capabilities since our 2008 inception.
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