On Feb 24, 2009, at 7:52 PM, Brent wrote:

> I keep going back and forth on how to do this.  I would love to get
> feed back on how others do it (and why).
>
> I have a number of fixed amounts I pay every month:
>
> - Loans: Auto, Home
> - Debt: several credit cards (no longer in use and managed with Debt
> Quencher)
> - Utilities: Gas, Electric, Water, Trash
> - Services: Internet, Cell Phone, Auto Insurance
>
> Everything is set up for level pay (pay the same amount each month)
> and auto pay (automatic payment on the same date each month).
>
> On the one hand, I see benefit to bucketing based on use:
>
> - Housing: Home Loan, Utilities, Repairs, Household Supplies, etc
> - Transportation: Auto Loan, Auto Insurance, Maintenance, Gas, Bus
> Fare
> - etc.
>
> This allows me to see 'what' I am spending my money on, but it doesn't
> really focus on what I really have control of day to day.  So perhaps
> I am better just throwing all the fixed stuff into one big bucket:
>
> - Fixed Expenses: all the auto pay stuff that does not change
>
> Then I can concentrate on how I manage everything that is left.  I can
> always see how much I spent on my Jeep loan by using the Payee/Memo
> fields.
>
> I keep going back and forth on this, so any feedback is appreciated.


Hi Brent,

I like to avoid too much detail, but I also like to see a breakdown  
that has enough detail so I can see where my money is going at a  
glance. For example, I have a single bucket for Loan Payments and  
another for Insurance but I do break out my Mortgage (it will be  
around long past the couple of loans we are paying off) and my  
utilities are broken out by Electricity, Gas/Heating, Water Utility,  
and Satellite/Cable Service (which is actually neither because we have  
U-verse so that's odd looking now).

Keep enough detail so you can see a nice breakdown and group what you  
can when it really doesn't matter. For me, insurance is insurance so I  
don't care about the detail. You may need to see detail there but  
could care less about utility breakdowns. There's no one right way.

Peace,

Kevin Hoctor
[email protected]
No Thirst Software LLC
http://nothirst.com
http://kevinhoctor.blogspot.com


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