We view a budget as a something fluid that needs to change with you and as circumstances, and even opportunities arise. This brief quiz should give you some helpful and insightful information, with a dose of humor.
Start the Budget Referee Quiz
Which reason below is closest to your reason for even having a budget?

Do you currently get any account balance or transaction alerts for your credit card or bank accounts?

We can help you see your balance on any given date based on your ideal budget. This will give you a really good sense of where you are and what are next simple steps. It is a good idea to regularly stay on top of your balances but do not obsess. As Winston Churchill said almost 100 years ago, “The higher mind has no need to concern itself with the meticulous regimentation of figures.”
Which describes your budgeting best?

Like a referee, we see your finances as a fluid situation, and will tread slowly to offer critical moves when needed. Otherwise, it is easy to miss strategy and opportunities for the big picture. We can give you a longer lead and give you just the right amount of guidance to fit your lifestyle.
As a household are you more?

Savings is critical! “Having money is a way of being free of money.” ― Albert Camus
“Annual income 20 pounds, annual expenditures 21 pounds, result – misery! Annual income 20 pounds, annual expenditures 19 pounds, result – happiness!” - Dickens's David Copperfield
“Annual income 20 pounds, annual expenditures 21 pounds, result – misery! Annual income 20 pounds, annual expenditures 19 pounds, result – happiness!” - Dickens's David Copperfield
I love my present bank or credit union?

This answer gives you 3 good banker jokes:
If bankers can count, how come they have eight windows and only two tellers?
Bob Hope said, “A bank is a place that will lend you money if you can prove that you don’t need it.”
Banks can be heartless at times. Hospitals report that the hearts of bankers are in strong demand by transplant patients, because they’ve never been used.
If bankers can count, how come they have eight windows and only two tellers?
Bob Hope said, “A bank is a place that will lend you money if you can prove that you don’t need it.”
Banks can be heartless at times. Hospitals report that the hearts of bankers are in strong demand by transplant patients, because they’ve never been used.
Half-way finished!
Do you carry an unpaid balance on your credit cards?

A dynamic, always up to date budget can be very useful to stay ahead on your finances.
“It’s amazing how fast later comes when you buy now!” – Milton Berle
“Money often costs too much.” - Ralph Waldo Emerson
“It’s amazing how fast later comes when you buy now!” – Milton Berle
“Money often costs too much.” - Ralph Waldo Emerson
Regarding gift giving, typically?

Some people can afford to give generously. A friend of mine who was so rich, he even got a boy for his dog!
Not so true for some of us. I once had to sell my car to get enough money to pay my auto insurance.
Not so true for some of us. I once had to sell my car to get enough money to pay my auto insurance.
My bill payment process is highly organized and flows well?

We can help you plan to have enough money for the dips and spikes of bills.
We want to put your finances on auto-pilot and offer some methods to keep this painless now and down the road. Additionally, we can help you by syncing bills which can be grouped together and ensuring you have money available for these bills. We can also adjust your spending amounts to build up your reserves.
We want to put your finances on auto-pilot and offer some methods to keep this painless now and down the road. Additionally, we can help you by syncing bills which can be grouped together and ensuring you have money available for these bills. We can also adjust your spending amounts to build up your reserves.
Our household income is extremely consistent

Consistency makes it easier to work on a balanced budget over time. We allow some error in your budget to account for this. Also, easy updates of actual amounts when they are apparent can be put into your budget: then it will adjust based on these updates.
I feel I eat out too often each week?

These sorts of things may change, but we try to honor your specific choices so long as the budget can support this.
If you would be interested in getting a discount code for our budgeting software, with no obligation, or getting future articles, please provide your email.
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Review Answers

We see a broad spectrum of perspectives and recognized how much personal attitudes influence budgeting.
For couples, we can offer a common understanding about how the budget should go improve and enhance your ability to talk about it.
PRE-REGISTER NOW TO GET AN EXCLUSIVE DISCOUNT. NO OBLIGATIONS.
For couples, we can offer a common understanding about how the budget should go improve and enhance your ability to talk about it.
PRE-REGISTER NOW TO GET AN EXCLUSIVE DISCOUNT. NO OBLIGATIONS.
We see a broad spectrum of perspectives and recognized how much personal attitudes influence budgeting.
For couples, we can offer a common understanding about how the budget should go improve and enhance your ability to talk about it.
PRE-REGISTER NOW TO GET AN EXCLUSIVE DISCOUNT. NO OBLIGATIONS.
For couples, we can offer a common understanding about how the budget should go improve and enhance your ability to talk about it.
PRE-REGISTER NOW TO GET AN EXCLUSIVE DISCOUNT. NO OBLIGATIONS.
Whether you want to get out of debt, save more, or even have more to spend, it is rarely a straight line process. For instance, it may be necessary to build up bank balances so that we can get to a long term solution for you.
Our software continuously helps you achieve the right amount of spending and savings based on your lifestyle and other obligations.
The more information you provide, the better job we can do of seamlessly organizing your finances. A budget can easily get out of hand. Our back-end updates will deliver an organized easy plan on a consistent basis.
Some people have a partner that is their financial opposite. We can help you to find common ground and a way to save and spend that fits your unique situation.