Personal Finance Management - A Practical System to Managing Your Money

Do you save your money? If you do, how manyPut the money for anything you're paying that is
bank accounts do you put your money in?related to your car - petrol, grooming, road tax,
If you're like most people, you probably have justservicing, etc - into this account.
one single account or two at the most.You have to estimate how much you're paying for
Personally, I have a total of seven bank accounts -each of the listed items on a monthly basis and
four savings accounts, two current accounts and onesimply put that amount into this account every
fixed deposit account.month.
You may think I'm crazy or you may think it's tooFor example, if your yearly insurance premium is
tedious to manage that many accounts. But I can$1,200, then simply save $100 in this account every
assure you this is the best way to manage yourmonth so that you'll have the money ready when the
money and it's definitely worth every ounce of thetime comes for renewal.
effort.For other car expenses that do not have a fixed
The reason I have my money in so many accounts issum, like petrol or car servicing, you just have to
to ensure I'm not spending more than I should, thatmake an estimation and save the amount according
I'm able to pay my credit card bills on time, that I'mto your estimation.
putting enough money aside for rainy days, and thatInitially, you may under-save or over-save for these
I have surplus to invest.expenses, but it's ok. Over time, you'll have a more
However, I'm not saying you should have sevenaccurate estimation. To be safe than sorry, choose
different accounts like me. What I'm saying is youto over-save.
should decide the number of accounts based on your5. Miscellaneous Account (Savings Account)
own needs, with each account catered for a specificLife is not just about work and saving for the future.
purpose. All I'm doing is to give you an example toWe all need to pamper our loved ones and ourselves
follow.from time to time. Just don't overdo it and you'll be
In Singapore, banks will usually charge you a monthlyfine.
service fee (usually S$2) if your daily average balanceWhatever my income is for the month, I'll put 10 per
falls below a minimum amount. But I'm more thancent of it into this account. You can choose
happy to pay this fee because the advantages I gainwhatever amount you're comfortable with, but I'd
from properly managing my money more than offsetsuggest no more than 20 per cent of your income
the small amount of fee I need to pay.for this account. If you need to go below 10 per
Having said that, I still choose more savings accountscent, do it!
than current accounts because the required dailyYou can use the money in this account for travelling,
average balance for savings accounts is much lowerbuying a new tv, new clothes, new bags, new shoes,
than current accounts, which is easier to meet.etc.
And the reason for having current accounts isI'd also use this money to buy gifts for birthdays,
because I need to issue cheques at times for bothweddings, anniversaries, Valentine's Day, and during
my business and personal purposes.the festive seasons.
So remember to check with your banks the minimumA lot of people tend to give priority to pampering
balance required and the service fee they charge.themselves because human beings have a great
Now let me explain how I manage my money withpenchant for instant gratifications.
my multiple accounts.So the purpose of this account is to control over
1. Central & Business Account (Current Account)pampering yourself.
Currently, I have only one source of income, which isUNDER NO CIRCUMSTANCES should you use the
the commission I receive from brokering real estatemoney in other accounts for what this account is
deals as a real estate agent. Every month, all myintended for.
commission income will be deposited into this accountIf the money in this account runs out, then just
before I distribute them to other accountsSTOP pampering yourself until it's been topped up.
accordingly.And DO NOT succumb to the desire to put more
But before I do that, I'd save between 15 to 20money than you should into this account. Otherwise
percent of the amount in this account as my realthat would defeat the purpose.
estate business monthly expenses. After which I'd6. Emergency Fund Account (Fixed Deposit)
transfer the remaining amount to other accountsMany personal finance gurus advocate the setting up
through Internet banking.of this fund and I absolutely agree with it.
For this account, I'd usually be able to avoid theBy far, this is the most important account because
service fee because my balance in this account wouldwe are living in a world full of uncertainties and we
usually meet the minimum requirement, excepthave to always be prepared for the unexpected.
occasionally.And since this is the most important account, always
2. Personal Expenses Account (Savings Account)allocate a portion of your income into this account
As a self-employed, you're essentially your own boss.first before any other accounts until you've reached
Nevertheless, you still need to pay yourself a fixedyour target.
monthly salary.While some experts say you should keep aside
This fixed amount is mainly to control your monthlyenough money to sustain for at least 6 months
expenditures so that you won't overspend. The keyshould you unexpectedly lose your job, I personally
is to allocate an amount that's enough to cover yourprefer to keep aside enough money to sustain
basic necessities and perhaps a little extra for somemyself for 12 months.
leisure activities.I'm not there yet, but I'm steadily accumulating it.
You may need some discipline to stick to onlySome experts also say that the amount should be
spending the amount available in this account becausethe multiplication of your monthly income rather than
there is definitely temptation to spend the money inexpenses, but I think a multiplication of your monthly
your other accounts when the money in this accountexpenses is good enough.
runs out.For example, if your income is $3,000/month and
The way to counter this is to have just one ATMyour monthly expenses are $2,000, an emergency
card. You should destroy all the other accounts' ATMfund of $24,000 (12 months of expenses) is good
cards or simply tell the banks not to issue you one.enough.
I understand there's also the credit card temptation.And saving $24,000 is easier than saving $36,000 (12
So let's move on to the next account.months of income), although it's still pretty challenging.
3. Credit Card Payment Account (Savings Account)Nevertheless, it's not mission impossible.
You may already know by now that credit card canKeeping aside 12 months of expenses is just my
be a dangerous financial tool. But that is only true ifpreference. You may choose a figure you're more
you abuse it.comfortable with.
On the contrary, it can be a great wealthBut the recommended minimum is 6 months of
enhancement tool if used properly because you canexpenses.
accumulate bonus points with your purchases. AndThere are investors who keep their emergency fund
you can use these points to redeem for freein investment instruments like bonds, stocks, money
products and services like shopping vouchers, diningmarket funds, etc, but personally, I prefer to keep it
vouchers, extra flyer miles, petrol vouchers, etc.in cash.
I have since accumulated a few hundred dollarsSo you have to decide which is the best instrument
worth of petrol and this helps me to save evento safe-keep your emergency fund. Take note, the
more money!keyword here is safe.
The money in this account is to pay for all my credit7. Investment Account (Savings Account)
card bills. This is a very important account because itThis is a must-have account because if you don't set
ensures that I have the money to clear my creditaside money to grow your nest, you'll forever be
card bills on time so I don't have to pay exorbitantstruggling financially.
interests to the issuing banks.But why is this not the most important account?
This is how I make sure I'd have money in thisBecause you should invest only with money that you
account to pay for the bills on time.can afford to lose.
Whenever I make a payment using one of my creditAs a matter of fact, this will become the most
cards, I'd transfer the payment amount from one ofimportant account once your emergency fund
my other accounts to this account the moment Iaccount is fully funded.
reach home.You should start investing only after you've
If the item I bought were for personal use, I'daccumulated at least 6 months worth of expenses in
transfer the exact amount from my personalyour emergency fund account.
expenses account to this account. In doing so, theBefore that happens, save money in this account
amount in that account would have been reducedsimply for your insurance. You can use the money in
and in such case, I won't overspend because I nowthis account to pay for your insurance premiums, as
have less money in the expenses account for myinsurance should be part of your overall investment
disposal.plan.
If the item were for business purpose, then I'dHowever, when you're ready to invest, do your due
simply transfer the money from my Central &diligence to research thoroughly the kind of
Business account to this account.investments that suit your financial appetite before
Never delay transferring the money or you'll forgetyou commit to any investments. Do it like how you
about it. That could be dangerous. Always transferwould before you buy your first car. Never make the
the money once you get home. If not, do it the nextmistake of putting your money into something you
day at the latest.do not understand 100 per cent.
Remember... it is extremely important to clear yourYou may need some time to conduct the research
credit card bills on time because this habit can makeand analyse all your available choices of investment
or break you. And also to always stick to spendinginstruments, so it's good to build your investment
only whatever you have in your personal expensesarsenal while you carry out your due diligence so that
account for the month.when you've identified the right investment
4. Car Expenses Account (Current Account)opportunity, you can grab it right away.
Apparently, you need this account only if you own aSo there you have it. This is the system I use to
car. If you do not own a car, then just include yourefficiently manage my money. It has served me very
monthly transport expenses in your personalwell so far.
expenses account.As mentioned earlier, you may not need as many
I separate my car expenses from my personalaccounts as I do, or perhaps you may need more!
expenses because if I combine the two expenses inWhichever the case, there are four accounts you
one account, I may spend more than I should on mymust surely have. They are the Personal Expenses
personal consumption like entertainment or newAccount, Credit Card Payment Account, Emergency
clothes, and leaving little money to pay off my carFund Account, and the Investment Account.
loan, insurance, etc, at the end of the day.With these four accounts in place, I'm sure you'll do
There's always temptation to spend more when youwell in managing your money, unless you start losing
have more money at your disposal.your discipline.
The principle to having this account is the same asStart implementing the system right away and you'll
having the credit card payment account, which is:see the positive effects it'll bring to your financial
CLEAR YOUR DEBT ON TIME!health.