4.7 • 1.1K Ratings
🗓️ 4 January 2016
⏱️ 4 minutes
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Sometimes, things just have to change.
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0:00.0 | Hello, whinabers my name is Jesse Meekham and this is podcast number 205 for |
0:13.7 | why now where we teach you four rules to help you stop living paycheck to |
0:16.9 | paycheck get out of debt and save more money. Our third rule could be called |
0:22.2 | change your mind. We say rolling with the punches, you |
0:25.5 | roll with the punches as things happen you just adjust your budget and move along. |
0:29.3 | Rolling with the punches has not gotten all the attention it deserves. The new WANAB actually gives it a lot more sway, a lot more weight. And we like that. We like for people to be able to adjust and prioritize as things really happen and not kind |
0:45.2 | of sweep things under the rug, financially speaking. |
0:48.6 | But changing your mind, that idea is not good if you're in in a big way as it relates to directly |
0:57.9 | importing transactions. I don't remember the details of it exactly but I'm sitting there with our chief experience officer |
1:03.9 | Adam and Taylor our chief technology officer and we were talking about how we |
1:10.2 | wouldn't want to connect to banks because it kills awareness. |
1:13.0 | And that was kind of a party line that we had. |
1:15.6 | And then Adam said, well, walk me through your workflow. |
1:18.4 | I said, well, I pull up Wine Ab when I'm reconcil reconciling and I log into each of my bank accounts. |
1:25.4 | There's two, two different banks and three different accounts and I download those transactions |
1:32.3 | into files and then I go back to |
1:33.8 | Wineb and I click the import button and then I find the file and I |
1:36.7 | import it and then once it's imported it pops in pretty nice and |
1:40.4 | payees are cleaned up and I make sure they're categorized correctly and I just |
1:44.3 | make sure everything's reconciled and yeah it keeps me aware and Adam kind of |
1:48.9 | proposal like why don't we have you do that same exact workflow but you just don't have to go through |
1:53.8 | the tedium of going to each of your banks and downloading that separate file and initiating |
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