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Take Your Money Out On A Date!

Taxpectations | Your TaxJoy has Arrived! / Tips  / Take Your Money Out On A Date!

Take Your Money Out On A Date!

When was the last time you had a date with your money?

What? A date with your money? As we know, business is about making and developing relationships. And, as money loves attention, what is a better way to build the relationship with your money than to have a money date!

Now keep in mind, that having a date is a pleasant experience, so you want to build this date so that it remains with you now, and each time you have it, as a pleasant experience.


So let’s start with the time and date of your date. Since this is going to be a regular thing … choosing a time and a day of the week or month, and using the same one consistently, is the best idea. I suggest you schedule Money Mondays, which make it easy to plan for the week ahead. Put this on your calendar … every week.

Preparing for your date includes gathering things like your mail, bills that have come in, deposit records, sales reports, and anything else that you have that pertains to your money. Ahhh … already I feel you stressing. Breathe …

It’s a date … put some ambiance into it … put on soothing music, light some candles, burn some incense, grab your favorite beverage, and some sharpened pencils … I will help by providing some tools to help with your date. Go to our resources page and you will find a revenue tracking sheet, a money diary, and a business budget sheet. You can use these tools or whatever works best for you and is easy!

You won’t have any fun if it is too difficult.

Our next article will share more details for your money date, but suffice it to say that these include knowing how much money you currently have, how much is scheduled to come in, how much money is going out, and thereby how much additional money you need to make to make ends meet.

Doing this and planning your time regularly helps to get your goals to match your income and spending habits. Since you will make the determination of what you need, and how you can use this information to figure out how to get what you want.

And that is what a good date is all about, after all, it’s in getting what you want …


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