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Gray Miller's avatar

This is a timely article, since I'm also currently part of @taramcmullin's Summer Seminar which is focused on systems thinking. In general I work better with visual layouts than linear spreadsheets, so I'm excited about the idea of both making the map and then looking at various loops, balancing, stocks, etc...

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Dana Miranda's avatar

Yay for working with Tara 💖

I made both a spreadsheet template and a slightly more visual worksheet for the money map, hopefully to accommodate various styles. I also encourage you to take the idea wherever it works for you. If making a collage or drawing an actual map help you understand your finances, do it! We can be systems thinkers and planners without being dull :)

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Untrickled by Michelle Teheux's avatar

My simple method is to just occasionally write down everything I make and spend in a calendar month. Everything! Mortgage to pack of gum. Did I make more or spend more? What should I/can I change?

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Dana Miranda's avatar

Keep it simple, and stick with whatever works for you!

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Your Pal Madge's avatar

much like ramit's conscious spending plan, i truly do not understand how this is different from a budget 😆

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Dana Miranda's avatar

Folks use the term to mean different things, but the main things I'm trying to avoid (and I think it's the same for Ramit) are 1) setting restrictive spending limits and 2) tracking every dollar you spend. A money map can be helpful for people who want a system to make financial plans and decisions but don't want to rely on the restriction and discipline built into budgets.

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Your Pal Madge's avatar

that makes sense! it just seems to rely on a really narrow definition of what a budget is. whatever works! ☺️

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