Posts filed under 'Frugality'

What’s the Best Way to Budget?

I read a post recently at MyMoneyBlog entitled “How do YOU budget?” I wasn’t sure how to answer that question. What does the word “budget” mean? I think for most people it means pre-determining how much money can be spent on each expense category per month; for example, $100 for food, $30 for entertainment, $75 for gas, etc. This type of budgeting is often compared to losing weight by dieting because, like dieting, it’s tedious and requires a lot of motivation to stick to it. It seems to focus too much on the “means” rather than the “end”, and that’s not satisfying. This is not the way I budget.

Another way to budget – the way I prefer – is to compare all your monthly expenses (out-goes) to your monthly income (in-goes) with the goal of being cash flow positive each month. This type of budgeting seems to be more effective because it eliminates the tedium of budgeting for each specific category. To stay consistent with the “losing-weight” comparison earlier, I would compare this second type of budgeting to playing sports as a way to lose weight and become healthier. Unlike dieting, playing a sport is enjoyable to most people, but can still achieve the same result (weight loss). The out-goes vs. in-goes method of budgeting, like sports, focuses mostly on the end result – win or lose. To simply see each month if I’ve won (out-goes < in-goes) or lost (out-goes > in-goes) is much more motivating and easier to stick to than the first method. Budgeting for each individual expense category becomes unnecessary because the motivation to “win” encourages me to manage all my finances responsibly.

Which type of budgeting do you prefer?

7 comments March 14th, 2006

Pay Yourself First

One of the principles that seems to be common across many personal finance books is to “pay yourself first”. That is, you should set aside a specific percentage of your income for saving, investing, or debt reduction. It should be a constant percentage that you stick to each month. For example, if you decide to set aside 10% each month to “pay yourself first”, — whether to savings, investment, or debt reduction — you have to simply learn to live off of the other 90%. Contrast that with the attitude “I’ll save whatever is left at the end of the month.” Nothing is ever left at the end of the month!

If you don’t make paying yourself a priority, it won’t happen. (By the way, buying yourself a new pair of jeans or taking a trip is not paying yourself.) If you *do* make paying yourself a priority, you’ll learn to live on less and the income you set aside can work in your favor.

If paying yourself first is such an important principle, why shouldn’t your personal finance program encourage you to do it?

1 comment February 13th, 2006

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