Organize: What do you have now?
To start managing your money, you first need to assemble all the little pieces so you can see the big picture.
Mosaic uses a program called E-money to help you collect and identify all the moving parts of your current financial situation—credit cards, retirement accounts from last employers, Netflix subscriptions, etc. With everything in one place, you can see the complete snapshot of where you’re spending and saving.
More about e-Money
We live in a highly connected world, and it’s often easy to forget all the different places your money is moving or living (I have a monthly carwash subscription?!) Whether you’ve got things color-coded and labeled in a spreadsheet or your current system is a box of receipts in your garage, this is a judgement-free zone to help you get organized.