
406 | 9 budget tasks you can delegate to your bank
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About this listen
Snag Our Simplified Budget System!
Ever wish your bank could do more than just hold your money?
Same. That’s why in this episode, we’re showing you how to put your bank to work—like your very own financial assistant. 💼💁♀️
We're breaking down 9 specific, budget-friendly tasks your bank can totally handle for you—saving you time, brain calories, and that sinking feeling when you're trying to remember if your electric bill got paid (spoiler alert: it did, automatically!).
Here’s what we cover:
Why a Bills Account is a non-negotiable (seriously—peace of mind in an account!)
The power of separate accounts for less mental math and more clarity
How automatic transfers can make saving and spending way easier
What naming your accounts does for your brain (and your budget)
The magic of hiding certain accounts (out of sight = out of swipe 👀)
Why ACH payments > debit cards for paying bills
What direct deposit into your Bills Account unlocks (hello, fully planned paycheck!)
And yes—why setting up Kids Accounts is a parenting win
We’re not here to add more to your to-do list—we’re here to delegate it to your bank so you can stop micromanaging your money and start living your life. 🙌
4 Ways To Connect With Us:
1️⃣ FREE CALL: Book your FREE 20-Minute Financial Coaching Call now! Get personalized advice and start your financial journey ➡︎ https://www.budgetbesties.com/freecall
2️⃣ FACEBOOK: Become part of our Supportive Facebook Group. Connect, share, and learn with others mastering their budget skills ➡︎ https://www.budgetbesties.com/facebook
3️⃣ BUDGET: Grab our Signature Budget Template! It's your key to organizing and optimizing your finances effectively ➡︎ https://budgetbesties.com/budget
4️⃣ COACHING: Ready to dive deep into your finances? Sign up for 1-on-1 or Group Financial Coaching. It’s the accountability and guidance you need to make real progress ➡︎ https://budgetbesties.com/coaching
"I love Shana & Vanessa and this podcast is amazing!" 👈🏻 If that sounds like you, please consider rating and reviewing our show! It helps us to reach more people – just like you – to help them change their financial future. Don’t forget to follow the show so you don’t miss any episodes! And, if you’re feeling really generous, we’d be SO honored if you would share this podcast with someone.
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