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The administrative aspect of your new baby’s finances might not seem like a big deal, but as a personal finance blogger, it was actually something I paid close attention to. You see, when it comes to baby budgets, you essentially have three choices:
Depending on how closely you track your money now, you might be wondering this decision is worth bothering with. It turns out there are some key benefits to tracking your baby’s budget separately:
While many of these goals can still be accomplished with an integrated budget, it’s not nearly as black-and-white as when you keep things separate. So how exactly did we go about setting up our system?
First, we considered some of our existing budget categories that could have significant overlap between our own expenses and things we were buying for our new baby. These included:
Because of my ongoing blogging, we began our son’s life by tracking everything separately. This enabled us to effectively report on how much we were spending, but also reap the benefits I talked about earlier.
Within our budget, we needed to use baby-exclusive categories that broke out spending specific to our son as much as possible. We set up category splits such as:
This allowed us a great deal of control over assigning our expenses to the correct category, and let us produce reports of exactly how much we were spending on our son down to dollars and cents.
Of course, doing this took more effort and time than would otherwise be spent managing out money, so after our son turned one, we converted to a more hybrid system that balances our need for detail with our need for time.
We now integrate a lot of the overlapping items into our overall budget, which also means we’ve had to adjust those budgets up accordingly. The only specific baby needs we track separately these days are:
That gives us a good-enough picture of our baby spending for what we need today, but I’m really happy we tracked things in more detail during the first year. It’s given us a huge head start in planning exactly how much extra money we’ll need every month for our next baby.
Your turn: If you have kids, what’s your system like? Do you bother tracking things separately or not? How has either approach helped or hurt your money management? I appreciate any details you can share in the comments!
Photo by Dominique Sanchez