Follow a Strategy

Get inspired by the world's most popular financial strategies. View and copy to your map, editing where needed.

🐷

Savings

Automated paycheck

Put away a possible for now percentage of your paycheck

As you become more able, you can inch that percentage forward.

☔️

Savings

$1000 Rainy day fund

Create a rule to save money for an unexpected and lower-cost expenses.

Once you've reached a desired amount - new funds will not be routed to this fund.

🍰

Budgetings

The 50/20/30

Allocate your income in 3 buckets: needs, wants and savings.

Set and adjust when needed the % split between them.

💰

Savings

High yield savings

Maximize your savings by moving your money automatically.

Set an annual limit to satisfy your Saving account yield terms.

🏦

Budgetings

Sweep account - LOC

Automate your checking and credit accounts movements

Makes sure to reduce the interest as loans paid on time

Moves to the checking account to pay bills on time

👵🏻

Debt

The 4% rule

Automate retirement savings at 4% suggested rule

Calculate your annual expenses and save 25 times more at your retirement savings

⛄️

Debt

Snowball debt

Allocate the maximum affordable amount to the smallest debt.

Once the smallest debt is settled, roll the freed-up payment into the next-smallest debt.

💸

Business

Profit first

Business and personal bookkeeping targets profits.

Prioritise profits before dealing with operating expenses.

See what's left over after you pay everything else.

Create and share your financial map