“69 checks that we run in all client accounts before Black Friday”
JY
Jeremy Young
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She's On The Money · Money Diary Helen_V1
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tracks investments in a spreadsheet: checks shares weekly on Fridays, does a monthly overview of all assets (excluding primary residence)
“69 checks that we run in all client accounts before Black Friday”
“The spreadsheet has a newer section with the weekly spend account thing that each person can have their own weekly spend accounts within the spreadsheet.”
“I track my net worth monthly and I actually do it online… I share percentages on my social media”
“I was going to do it monthly, but I started reaching out to interesting people and they all said, yeah, sign me up... so instead of monthly, it became a weekly thing. And it's one of the most popular things about the site”
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