How to Build Good Financial Habits
Regular financial upkeep is about creating healthy financial routines. Financial upkeep falls into four buckets: Tracking Your Numbers: Know your liquid cash, current debt, short and long-term savings, and net worth. Know how [...]
Create Reminder to Check Your Credit Score & Report
Set a reminder in your digital calendar, reminders app, or to do list, to check your credit score and report and look for any anomalies. The reminder should recur somewhere between once a [...]
Save Your Credit Score in MoneySwell
Document your current credit score in the notes section above (available to logged-in users) and updated it over time. How to Get Your Credit Score Remember: Your [...]
Track Your Credit Score and Report
Credit Report Get your credit report through AnnualCreditReport.com which will give you free access to each of the three reporting bureaus reports once per year. You can get all three reports at the [...]
What is a Credit Score & Credit Report?
A credit score is primarily used by lenders to understand how likely you will be to repay a loan. A higher score usually means paying less in interest when buying something with credit [...]
Track Your Cashflow with Cashflow Goals
The Cashflow Goals tool helps you create a plan for all three types of cashflow: net income, saving and spending. You only need to update your numbers once a month and can review [...]
Set Up An Assets & Liabilities Dashboard
Use your Assets & Liabilities tool to track all your bank account values in one place. "Linked" accounts can be synced with your institution with a single click. "Manual" accounts allow you to [...]
in Boulder and San Diego.