The ABCs of SmartDollar
For a quick start, just follow the ABCs to start winning with your money.
A - Your Money Plan - Lesson 1
C - Create your EveryDollar Budget
When you complete Baby Step 1, repeat the ABCs for Baby Step 2.
A. Your Money Plan - Lesson 1
From the SmartDollar Dashboard, click Learn > Courses > Your Money Plan or the link below:
https://www.smartdollar.com/app/courses/your-money-plan/lessons
These 9 Lessons explain the SmartDollar program and how to start winning with your money. The 7 Baby Steps will help you take control of your money once and for all. Each step focuses on a specific goal as a part of your financial wellness journey. Lesson 1 gives you an overview of the 7 Baby Steps and then jumps into Baby 1 & Budgeting.
B. Start Baby Step 1
From the SmartDollar Dashboard, click Baby Steps > All Steps or the link below:
https://www.smartdollar.com/app/baby-steps/0
The All Steps section will include the What are the Baby Steps? video and the Overview refresher.
- Go Baby Go!
- Start with Baby Step 1 - $1000 Starter Emergency Fund
- Do not jump around or skip a Baby Step unless it does not apply to you
- Complete Baby Step 1 and move to Baby Step 2
- Complete Baby Step 2 and move to Baby Step 3
- Baby Steps 1 - 2 - 3 need to be completed in order
- Baby Steps 4 - 5 - 6 can be worked together but NOT before Baby Step 3
- Remember, it's a journey, not a checklist
C. Create Your EveryDollar Budget
From the SmartDollar Dashboard, click Money Tools or the link below:
https://www.smartdollar.com/app/tools
EveryDollar Budget
You know the old saying, "Failure to plan is planning to fail." A budget is simply a plan for your money. Use EveryDollar to track your monthly budget so you don't spend more than you make. You'll want to use EveryDollar every month and for every Baby Step in your journey. This will allow you to tell your money where to go instead of wondering where it went. Focus and intensity are the keys to your success.
Use the other Money Tools to attack your current Baby Step. I know it's tempting to jump ahead but stay FOCUSED on your current Baby Step.
Check out these other helpful articles:
How Do I Navigate My SmartDollar Account?
How do I link EveryDollar to SmartDollar?
What are the Baby Steps? - Quick Read