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What’s The Money Book?
And you’ll get access to powerful features like:
1. Debt Payoff Planner: The fastest & cheapest way to pay off your debt with a personalized plan.
2. Emergency Fund Calculator: Build your safety net with a clear, easy-to-follow guide.
3. Net Worth Tracker: Get a full view of your financial health and progress over time.
4. Private & Secure: Your data is yours alone. We ensure your information is protected.
5. Future You: A roadmap that shows you exactly what steps to take to achieve your financial goals.
Here’s How It Works:
(It's Super Simple)
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Step #1
Before we make money moves, we need to know where you stand. The first thing you’ll do in The Money Book 2.0 is take stock of your:
Income sources – Salary, side hustles, freelancing, passive income, all of it.
Bank accounts & savings – Checking, emergency fund, high-yield savings.
Debt & liabilities – Credit cards, student loans, car payments, mortgages.
Investments – 401(k), Roth IRA, brokerage accounts.
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Step #2
Forget manually logging every latte. The Money Book 2.0 now has automatic transaction uploads—so you can import your spending without the headache. Here’s what happens next:
1. Your transactions get categorized (rent, groceries, takeout, fun money, etc.).
2. You see exactly how your spending stacks up against the 50/30/20 rule
3. If your spending is off-balance, The Money Book shows you exactly where to adjust.
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Step #3
This is where we turn tracking into wealth-building. With The Money Book 2.0, you’ll get:
The Future You Tab: See what you should be investing, saving, and paying off to hit your big goals
Savings Automation: Make sure every dollar has a job (emergency fund, Roth IRA, house down payment, etc.).
Debt Payoff Planner: A clear roadmap to get rid of debt while still living your life.
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Step #4
The real secret to financial success? Consistency. Once a month, you’ll sit down for your Money Date to:
Review last month’s spending and savings.
Adjust your budget based on what’s coming up.
Track progress toward your goals (hello, growing net worth!).
Celebrate your wins—because taking control of your money is a flex.
FAQ
What is The Money Book 2.0?
What if I'm a previous Money Book 1.0 user?
Why should I use The Money Book instead of an app?
What’s new in The Money Book 2.0?
+ Automatic transaction uploads for seamless tracking.
+ Global optimization for any currency (e.g., USD, Euro, Pound).
+ Support for freelancers with variable income.
+ Tools for shared finances with your partner.
+ Emergency fund calculator, debt payoff planner, and progress tracker.
+ Video tutorials to guide you through every step.
Do I need the Money Book 2.0 if I already have the first version?
Yes, and here’s why! While the first Money Book is amazing, the 2.0 version is a major upgrade based on feedback from thousands of users. Here’s what’s new:
- Automatic Transaction Uploads: Save time by importing your transactions directly into the spreadsheet.
- Global Optimization: Now supports multiple currencies (like Euro and Pound) and adjusts for regional financial terms.
- Freelancer-Friendly: Perfect for managing variable income.
- Shared Finances Support: Easily track multiple income sources if you share money with a partner.
- New Tools: Emergency fund calculator, debt payoff planner, and progress tracker to keep you motivated.
- Step-by-Step Tutorials: Video guides to help you get the most out of every feature.
Even if you’ve loved using the first Money Book, the 2.0 version makes managing your finances even easier, more powerful, and tailored to your unique needs. Think of it as upgrading your phone – the first version worked great, but the 2.0 is faster, smarter, and designed to grow with you.
Who is The Money Book 2.0 for?
How does the automatic upload feature work?
Can I use The Money Book 2.0 if I don’t live in the US?
Do I need to know spreadsheets to use The Money Book?
What if I miss a month?
What happens after I buy it?
What if I need help using The Money Book?
How often do I need to use The Money Book?