Congrats for getting started with the workbooks! In the video below, it will give you step by step instructions on how best to use the workbooks. A few cliff notes below:
You will be receiving an email from SmartSheets, our 3rd party provider. You will be using their services to record your budget and expenses. Please DO NOT pay them. You are a collaborator of Savings Wheel. We have already paid for their services. If you pay them, we will unfortunately not be able to refund you.
The most used tabs are the Dashboards, Budget, and Weekly tabs. The Dashboards will show you how you’re doing throughout the year. The monthly budgets will help you figure out how much discretionary income you have for the month. The Weekly tabs is where you’ll be inputting your day to day expenses. Once your day to day expenses are in, you’ll really be able to see how to cut back.