Track Your Money (Part 1)

An American Problem?

I need to talk to you about an endemic problem afflicting many Americans…. the problem associated with tracking money. No, I am not talking about tracking money that finances terrorism or organized crime. I am talking about the need to track your money.

When I first published this article back in 2017, I cited an April 2014 Business Insider article that reported 61% of US adults did not track their money. That was only six years after the financial meltdown of 2008. At the time I thought that was pretty damning, but not surprising. Fast forward to 2025, after the post-COVID cost of living crisis, and those numbers reversed. A May 2025 report from Secure Data Recovery showed that 59% of Americans tracked their spending and 49% tracked savings. That’s a healthy turnaround, but it came with a kicker. Apparently 70% of the people who tracked their spending said it caused them stress.

As someone who has tracked their money religiously for the past 26 years, I can attest it takes time and discipline, which in and of itself can be stressful. I can also attest that sometimes the results don’t show what you want, which again may prove stress inducing. But that’s no reason for not partaking in the effort, though. I say that because I firmly believe that the insight gained from tracking your money is like a personal finance superpower.

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Test Your Retirement Plan: FI Numbers Don’t Lie, But … (Part 2)

Test your retirement plan

Sister, I killed Colonel Grumpus in the Drawing Room with a lead pipe.

Grumpus The Confessor

I have a confession to make.  I put off writing this post for a while.  When I first started my blog, I had always intended to demonstrate how to test your retirement plan.  I wanted to do this by using a high powered retirement calculator.  Doing so would complement what I consider the biggest strength of my website: the series of practical “How To” retirement plan articles in the Planning section.  However, I needed to tackle some other topics first.  I wanted to walk financially novice readers up to a point where they could understand the subject matter of this article.  Yet, I essentially hit that point weeks ago, and still, I delayed.

Part of that delay was due to the complexity of what I intended to describe.  It’s hard to write effectively about the steps needed to test your retirement plan.  A technically savvy blogger would simply post a video of how to do this, but that is beyond my capability at the moment.  As a point of reference, I was happy enough when I figured out how to embed a spreadsheet into this post.  Maybe someday I will circle back and create a video once I obtain the skills, and find the time. Continue reading

Track Your Money (Part 2): YNAB

Remember how I said Grumpus Brotherus had used You Need A Budget (YNAB) for years? Well, when I asked him to write a paragraph for my Track Your Money post, he sent an entire post’s worth of information back. Instead of editing the material down to a paragraph to fit my article, I decided to give him his own post. I present you here the first guest author for the Grumpus Maximus blog!

Now I must warn you that Grumpus Brotherus is a nerd … I mean N-E-R-D. Which is ok these days since the nerds will apparently inherit the Earth. But at points within the article, he does geeks out on software interface and whatnot. It is hard to believe he flies in fighter jets for a living. Although I guess jets are more software than hardware these days, so maybe it makes sense. In any case, I edited a little to de-nerd it for us ‘laypeople’, but otherwise all the themes are his own; completely unprompted by me …. you will see what I mean. Enjoy.  — Grumpus Maximus

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