This is what I do daily for my finances. I usually drink milk tea first and not during this routine in order to maximize my enjoyment of the milk tea. Then I spend roughly 15-20 minutes checking all these things I talked about in this video to get a bearing on if anything go charged overnight or when a transfer finally clears. I make some money moves to optimize interest, dividends, cashback, and any rebates I might have gotten.

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37 thoughts on “My Daily Finance Routine | Onlyinvesting.info”
  1. Glad to hear I'm not the only one who keeps exactly 3500 in my online savings as my emergency fund. I manually sweep the interest into my checking. Send help

  2. That’s a lot of complexity. One linked checking/credit, and one investment account is all I need.
    I used to do similar OCD number stuff, but it’s unnecessary.
    Better to focus energy elsewhere.
    As you get older you might.
    It’s a form of mental clutter.

  3. Haha! I thought I was the only one who does this daily, sometimes multiple times daily! In the past couple of days I discovered a double charge at Taco Bell, an accidental overpayment of my mortgage which they put to principal, and Amex credited me too much for fees I got back. There are so many things one can discover when you check daily! The prior me would get hit with fees left and right and not even realize!! Thanks for sharing!

  4. One of your videos had an Excel spreadsheet that told you which credit card to use for which category of purchases to optimize points. I wanted to get that spreadsheet and I can’t find the video anymore

  5. I love even number too, with cents only permitted on the main transactional bank account; it’s truly therapeutic – it’s something about the numbers I think😉
    I suspect 🤔 it might be more common with those that have FIRE’d.

    FYI, the word your looking for might be: Imparnumerophobia (from Latin impar, "odd", and numerus, "number") is the fear of odd numbers. 😬😳

  6. Do you think you can make a video on protecting the value of one’s labor? I mean like, as a worker in a company, what standards you should have for your management/compensation. This isn’t something I hear a lot of people talk about, but it’s important to know before young people enter the workforce. I mean things like, it should be standard to expect raises to match inflation, it should be standard to expect consistent compensation, it should be standard to expect health insurance, and other things of that nature. Meaning, when you work at a company, how do you know your labor is being properly appreciated and/or compensated?

  7. Yes. I think right now the best bet is the sp500. I bought at 3700 and 3850 last time (june) and sold for a 8.1% in about 1.5 months (august). I will do the same thing again IF the lows are retest again this fall. Very difficult to get 8% return in less than 6 months elsewhere.

  8. This topic is so interesting especially when it comes to managing our own money. Your financial routine helped and gave us an idea on how can we manage or spend our money well. Thanks for making this good quality content!

  9. I think you can set up an automatic alert if your checking falls below a certain balance at least at my bank. That would give you an advantage of seeing it immediately instead of once per day. It would be interesting if it were possible to automate funding checking accounts from investment accounts for retired people. (If checking is below $3500, add $1500 to checking type condition). I suppose you could automate monthly transfers based on average spending to simulate a paycheck.

  10. I love your station. You don't keep promoting how little you do and how much money you make. So many channels ,one in particular keeps slamming that tune down your throat and it sucks. Nothing like a little humble to make me a sub. Very well done Beat. Like it all.

  11. Hi Francis, I have been following you for several years now and I have a question regarding Churning. I just got a Well's Fargo CC w/a $1500.00 spend. After reading the qualification it says you can't buy GC's. What can I buy that will allow me to use it for groceries and complete my spend obligation?
    Thank you for your time and I honestly think you are quit the young man. (Yes, I said young, lol) Thanks for all the tips and tricks. Gini

  12. Interesting.
    1) Have you considered writing an app to auto balance and pull the stats of your bank accounts?
    2) Do you feel smartphone banking apps are safe enough to use daily?

  13. For my account balances, I just glance at Mint. I also use that for tracking my monthly spending.
    I'm sure you know, but be careful about which funds you're collecting cash dividends from. Some funds have bonuses for DRIP.
    I'm real bad about actually redeeming my cash back. I keep waiting for gift cards I'll use to go on sale, but I usually forget to check the gift cards on Chase. One of my cards has bonus rewards for redeeming to a checking account at the same bank, so I'm fine with doing that there, but that card has mostly been superseded by my other cards, so I don't get as much cash back there.

  14. FYI: In light of many people commenting that this is not worth the time. I measured the amount of time it takes me to visit 6 websites, 4 different bank accounts, email, and finance calendar and it took 3 minutes. This is when nothing out of the ordinary pops out which makes me need to take action.

  15. Q: isn't it worth it to work 1-2 year for a boss for you? So you create a even higher buffer?

    I am thinking that out, if I were in that position, what would I do? 😀 (A Quick 150-250k/Y is great) 😀

  16. Any chance on you doing an updated video on where to park money that's liquid and can earn decent interest like HYSA. I see saving interest rates increasing and could be a good topic.

  17. BTB I miss your videos man. Can you do a video on “third wave water” from shark tank. All of the sharks said it was the best coffee they’ve had but I only trust you. I know you’re more of a coffee guy but I’m interested in your honest side by side comparison and break down. Hope you’re doing well and we’ll get to see you soon

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