5 Budgeting Tips to Take Control of your Spending


Illustration by Ryan Pequin

There’s plenty of misconceptions that budgeting is something people with wealth do not do. On the contrary, people with wealth are most successful because they are smarter with their money in many cases, and budgeting is one of the smartest things you can do with your own money. This kind of mindset should be instilled as soon as possible, and it’s never too late to try and be smarter with your hard earned cash.

Many people also have a negative view of budgeting, seeing it more as a chore. It can be especially difficult if you’re no good with numbers, and feel like the process of calculating funds regularly would be hellish. However, there’s plenty of ways to make this process easier and make a habit of budgeting properly for prosperity.

1: Define Money Purposes

One of the first things you should do with your money each month is divide it into sub categories. From your main funds, decide how much you need for crucial expenses such as bills, car payments and rent, and make sure you set it aside. This is obviously deducted from your overall monthly expenditure, and will ensure you have enough money for important payments.

This should be done as early in the month as possible, and doing it regularly will make sure you never overspend and leave yourself in a difficult financial position. This method of budgeting can also help you save money for many other purposes, such as monthly savings or a future purchase that you’re working your way towards.

2: Hoard Cash

I’m the sort of person who never really uses cash, however in some situations it’s unavoidable to receive. Therefore, whenever you have some cash, including notes and coins, save it up instead of succumbing to the very natural temptation of spending it.

This can serve as a form of backup or safety net should you ever need it. You will be surprised to see how quickly a cash hoard can grow, and using this in tandem with your monthly savings will help preserve it for longer, as opposed to chipping away at your saved money whenever a small and unexpected, yet significant payment arises.

3: Avoid Credit Cards

Credit cards allow you to spend money that you don’t actually have, and whilst the prospect may be awfully tempting, it should be avoided at all costs. I’ve heard many stories in my time of regret, such as from friends who overspent in their youth and are still paying for it years down the line. Until you have control of your expenses and you’re budgeting comfortably, a credit card should not even enter your mind.

This also goes strongly for all other forms of credit, such as payday loans or ‘buy now, pay later’ schemes. All of these serve to benefit the companies which define the terms, and as such, it’s almost certain you’ll be paying back far more than you owe in the future.

4: Use Technology

If you’re bad with the numbers like me, technology can provide a sound avenue to better money management. In particular, the rise of mobile technology has made budgeting on the go much simpler, meaning you can track your expenses easily with a wide range of financial apps. Having these capabilities at your fingertips makes a huge difference. Prominent budgeting apps include Mint, PocketGuard, Wally, and Level Money.

If you’re looking to go deeper than this and really plan your spending for the foreseeable future, budgeting and forecasting software for desktop use can be particularly effective. This is more suited for self-employed individuals, or those whose professional lives overlap widely with their everyday, personal lives.

5: Avoid Frivolous Spending

The rest of your expenditure should qualify as want, as opposed to crucial need. These are things which we can do without, but nonetheless improve the quality of our lives and help us enjoy the benefits of our hard earned money. This can include new clothes, holidays and travelling, dining out, and any other leisurely pursuits which can be put on hold.

Regular pursuit of these luxuries might seem harmless at first, but they can soon pile up and ultimately cause financial woes. I wouldn’t want anyone to give up on the things that bring them pleasure entirely, because that would just end up causing misery. Instead, regulate your spending in these areas and always ensure the rest of your monthly budget is in order.

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