Daily Juice – Keeping Track

Keeping Track

Daily Juice – Keeping Track

Welcome to the Daily Juice Show, where we discuss just one “ingredient” of the complex money topics you face.

We now have our Spending Mapped Out. If you haven’t done it yet, go back and watch the previous episode.

Now, in order for you to keep track of something you first need to have it all together. My tracking system is very simple! You guys know it. I created a Money Date Show out of it!! Join me on Wednesday nights at 6pm Pacific.

So, here is what I do:
• My expenses and spending is all streamlined. I use two checking accounts to pay fixed and variable expenses.
• I use credit card to charge all my variable expenses and then pay it off at end of the month.
• Every week on Wednesday I review where everything is at. I use www.mint.com

There I know where my Spending, Savings, and Income are every week.

Until next time, remember: It’s your money, and your future wealth, just one sip at a time.


Anna Sergunina
Anna Sergunina

I'm Anna Sergunina, CFP®, President & CEO at MainStreet Financial Planning, Inc. My passion lies in serving others through financial planning, helping clients achieve their dreams like buying a home, saving for education, or retiring early. With over two decades in the industry and a CFP designation since 2009, I'm dedicated to excellence and continuous growth. Beyond work, I cherish moments with my son Liam, prioritize self-care, and engage in content creation for my Money Boss Parent Podcast and Money Library blog.

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