Mal’s Favorite Money Tools

FREE BUDGET TEMPLATE!

Don't shy away from the B word! A budget is simply a TOOL that CONTROLS your money. Can you imagine a company like Apple without a budget?! 

This is the EXACT budget template my husband and I have used for 3 years. We keep it simple.  

*You will receive this file in the form of Excel and Google Sheets. It is recommended you download on a computer to set up and begin*
Gimme!

FREE BUDGET TEMPLATE!

Don't shy away from the B word! A budget is simply a TOOL that CONTROLS your money. Can you imagine a company like Apple without a budget?! 

This is the EXACT budget template my husband and I have used for 3 years. We keep it simple.  

*This is an excel file and it is recommended you download on a computer to set-up and begin*

Download

The Copilot App

Manual budgeting not your vibe? Copilot is the best app on the market for automated expense tracking & budgeting. I spent years trying other apps and none of them stuck - transactions came through inaccurately, the user experience was poor, etc.

Copilot is IT. It truly makes budgeting painless and dare I say FUN. USE CODE MALLORY to get your first 2 months free when setting up! I also have a "highlight bubble" saved on my IG profile breaking down my favorite aspects of the app. 

Check it out!

Capitalize

The easiest way to move your old 401(k), completely FREE. An estimated 24.3 million 401(k) accounts and $1.35 trillion in assets have been left behind by job changers. Keep track of your retirement investments and out of the hands of old employers (you wouldn't leave investments with an ex right?). Use Capitalize to make the process of rolling your 401(k) into the appropriate account a breeze. 

Start the process here!

GetUpside

My favorite way to save money on gas (talk about an expense that has gone up lately!). The app is incredibly easy to use and the cash back you earn can be deposited directly into your checking account or redeemed for gift cards like Amazon, Starbucks, and more. USE CODE MALLORY3535 to save an additional $0.15 per gallon on your first use!

Check it out!

And last but not least - Credit Cards!

Nothing better than reaping Credit Card awards for free travel. My 2 favorite credit cards with very lucrative point systems and affordable annual fees are below. Be sure to checkout my "travel hack" highlight on IG to learn how I use these cards together to maximize earnings. 

Southwest Airlines Rapid Rewards Priority Card

Chase Sapphire Rewards Card

Let's Connect On The Gram!