Getting Started Bundle


Ready to take control of your finances but not sure where to start? The Getting Started Bundle is exactly what you need.

  • Easily keep track of all your accounts with the Personal Account Tracker
  • Save time with the Money Automation Checklist
  • Keep track of all your debts in one place with the Debt Keeper


Does any of this sound familiar?

  • Money and persona finance feels overwhelming
  • I want to take control of my money but I don’t know where to start
  • I’m not even sure where all our money is
  • My ____ takes care of the money so I don’t have to worry about it
  • I just don’t have time to manage my money

If you said YES to any of these statements then the Getting Started Bundle is for you.

The Getting Started Bundle includes 3 cornerstone products that will help you feel more confident with your money.

  1. Personal Account Tracker

    • Even if you don’t want to be involved in the regular management of your money, you still need to know where it is – easily know where your money is with the Personal Account Tracker.
  2. Personal Debt Keeper

    • Ready to pay off your debt and become debt-free? The first step is making a list of all your debts and their details. The Personal Debt Keeper will help organize your debts so that you can begin paying them off faster right away.
  3. Money Automation Checklist

    • Don’t have the time to manage your money effectively? The Money Automation Checklist will provide you with a list of all the money aspects you can automate to make your life easier.

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