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3 Steps to Brilliant Budgeting

BYU-Pathway teaches you how to take care of your money

A piggy bank on top of a variety of coins
Learn how you can be smart with your money!
With so many demands on our wallets, it often feels like money slips through our fingers.

Because of this, BYU-Pathway Worldwide teaches students how to take charge of their finances — one step at a time.

1. Begin a budget

A budget is a plan for managing your money over time. To gain control over your money, you first need to figure out your net income. This is the money you receive and can use after taxes and other deductions. 1
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TJ Porter, "What is net income? Definition and how to calculate it," Bankrate, Feb. 14, 2023, https://www.bankrate.com/taxes/what-is-net-income/?tpt=a
You also need to classify your expenses as fixed or variable.
  • Fixed: Weekly or monthly expenses that don’t change (tuition, rent, bills, etc.)
  • Variable: Weekly or monthly expenses that do change (groceries, clothing, gifts, etc.)

2. Make an assessment

A woman sits at her computer, calculating her expenses
Tracking expenses will help you know where you can save money.

Understanding your income and expenses will help you avoid debt. Ways to increase your money include:

Spending less. Consider which purchases are necessary and which are not. For example, try cooking at home instead of eating out. Making small sacrifices like this will greatly benefit your finances.

Earning more. Find ways to increase your cash flow. For example, your BYU-Pathway education can help you qualify for a second job, a raise, or a promotion.

3. Stay disciplined

Once you have a plan for living within your budget, you need to follow that plan.

Here are four principles BYU-Pathway teaches to help you stick to your budget:

Set realistic goals. With finances, it’s important to begin with the end in mind. What do you hope to achieve with your budget? If you don’t have clear financial goals, answer the questions below. The first question you answer “no” to shows what your current financial priority should be.

  1. Do I pay a full tithe?
  2. Do I have a one-month emergency fund?
  3. Do I have health insurance or some other access to medical care?
  4. Am I free from consumer debt, like credit cards and car loans?
  5. Do I have a three- to six-month emergency fund?
  6. Am I contributing to a retirement savings fund?
  7. Am I working to eliminate mortgage and education loans? 2
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    "PC 101 W05 Lesson: Financial Stewardship," BYU-Pathway Worldwide, Accessed October 23, 2024, https://resourcecenter.byupathway.edu/pc-101-w05-lesson-financial-stewardship

Find and use an effective budgeting system. It’s important to have one place where you can create, organize, and manage your budget. Google Sheets, Microsoft Excel, or the Envelope System are all free methods to help you stay organized. Find what works for you and stick to it.

Couple working together
Sharing your financial goals with others keeps you accountable.

Hold yourself accountable. When budgeting, the most critical steps are to follow up and follow through. Set small, daily goals that will help you see your success and avoid feeling overwhelmed. It will also be helpful to share your plans with a trusted individual who can offer support and guidance.

Counsel with the Lord. Learning almost always happens “line upon line, precept upon precept.” 3 Don’t beat yourself up if you struggle to overcome your spending habits or if you aren’t earning as much as you hope to. Trust in Heavenly Father’s ability to direct your path, and implement the necessary changes to improve your budgeting skills.