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James Davis

Budgeting While in Debt: Practical Tips to Help You Get Ahead


Budgeting While in Debt

If you're struggling with debt, budgeting can seem daunting. Simply trying to keep up with minimum payments often feels like an impossible juggling act. But budgeting is actually one of the most powerful tools you have when you're trying to get out of debt. With a little focus and discipline, you can use budgeting to take control of your finances and make real progress towards becoming debt-free.


In this blog post, I'll share my top budgeting tips for people in debt. These practical strategies have helped me and many others reign in spending, direct more money towards debt, and steadily chip away at balances owed. If you stick to these budgeting basics, you'll be shocked at the financial progress you can make, even on a modest income.


Tip #1: Track Your Spending


The first key to budgeting when you have debt is getting clarity on where your money is actually going each month. You can't plan how to redirect your funds until you know how you're spending them now. That's why tracking all of your expenses is budgeting step number one.


There are several easy ways to track spending:


  • Use your online banking and credit card statements. The itemized transactions show your spending history.

  • Download spending tracking apps like Mint, which automatically sync with your accounts to capture transactions.

  • Carry a small notebook or use your phone to manually record every expense for 2-4 weeks.

No matter which tracking method you choose, the key is to capture all discretionary spending, including:


  • Groceries, dining out, entertainment, hobbies, subscriptions.

  • Gas, parking, Uber/taxis.

  • Clothing, electronics, home furnishings.

  • Any other non-fixed spending.

Getting in the habit of recording every dollar spent not only helps you budget, but makes you much more mindful about unnecessary spending in the moment.


Tip #2: Categorize and Analyze Spending


Once you've tracked expenses for a full month, it's time to categorize and analyze. Use a spreadsheet or spending analysis tool to automatically group transactions into common categories like food, entertainment, transportation, etc.


The power here is seeing what you spend each month on different discretionary categories compared to needs like housing, utilities, insurance and debt payments. This helps identify where you may be overspending so those areas can be targeted to free up more cash for debt repayment and savings.


Ask yourself questions like:


Are you spending more on dining out versus groceries? Is there room to cut back on convenience foods?

How much are you spending on subscriptions and memberships you rarely use?

Can you carpool, take public transit or bike more to spend less on gas?

Finding even small ways to trim your top spending categories creates significant savings over time.


Tip #3: Make a Debt Repayment Plan


Now for the fun part - making a plan to redirect your savings towards paying off debt!


Start by listing all of your debt balances from highest to lowest interest rate (not the order they'll be paid off). For each debt, capture:


  • Original balance

  • Current balance

  • Minimum payment

  • Interest rate

This helps you see total debt owed, the minimum it will cost per month to keep accounts current, and which balances are costing you the most in interest.


Next, calculate how much money you can afford to put towards extra debt payments each month. Total your take home pay, then subtract necessary fixed expenses and leave some budget for flexible spending. Whatever is left is what you can "infiltrate" into debts to get them paid off faster.


Then it's time to make a plan and put it into action. There are two common approaches:


Debt Snowball Method


With this strategy, you focus on paying off debts in order from smallest balance to largest, regardless of interest rate. The advantage is you eliminate some debts quickly for motivation to keep going.


Debt Avalanche Method


This method prioritizes paying extra on the debt with the highest interest rate first, while making minimums on the rest. It pays debts off in the mathematically optimal order to reduce the most interest costs.


Either method works as long as you consistently make extra payments each month. Start with small steps by adding any amount consistently to the payment on your top priority debt. As you make progress and debts are paid off, Redirect freed up minimum payments to the next debt.


The key is persistence - keep adjusting your budget to find more money to chip away at debt over time. Even an extra $25/month makes a difference.


Tip #4: Budget for Irregular Expenses


One common budget trap is forgetting to plan for infrequent expenses, like:


  • Car maintenance and registration

  • Medical co-pays and prescriptions

  • Gifts and holiday costs

  • Home repairs

  • Vet bills

When these surprise expenses come up, they often force you to go into more debt. The solution is building expected irregular costs right into your budget.


Calculate your average annual costs in each category and divide by 12 to budget that amount each month. Set aside the money so it's there when the expense hits and doesn't derail your progress.


Tip #5: Build an Emergency Fund


Emergencies are another budget and debt killer. Expenses like sudden car repairs, medical bills or job loss force you to go backwards into more debt if you don't have savings to draw from.


That's why it's critical to start building at least a small emergency fund, even when paying off debt. Try to set aside $500-1000 in a savings account that can cover unexpected costs without needing a credit card.


Once you're debt free, the full emergency fund goal is 3-6 months of living expenses. But any initial savings helps protect your progress while repaying debts.


Tip #6: Earn Extra Money for Debt Payments


Bringing in additional income accelerates how quickly you can pay off debt. The key is being deliberate about directing all extra money earned specifically towards debts.


Some options for generating side income include:


  • A part-time job on weekends or a few evenings a week

  • Freelancing if you have marketable skills

  • Selling items you no longer need

  • Using your car for food delivery, rideshare driving or errands/tasks

Even an extra $200-500 a month from a side hustle makes a massive difference when focused solely on debt repayment.


Tip #7: Communicate with Lenders


Don't be afraid to call creditors and explain your situation. Many lenders are willing to work with responsible borrowers who proactively communicate if they're struggling to pay. They can provide options like:


  • Lowering your interest rates to save on finance charges

  • Allowing skipped payments or extensions in hardship situations

  • Creating a modified repayment plan that works for your budget

This helps ease short term cash flow issues so you can stick to your overall debt repayment plan. Keep the end goal in mind and don't be discouraged by setbacks along the way.


Tip #8: Get Support and Stay Motivated


Paying off debt is more like running a marathon than winning a sprint. It requires consistency, discipline and positivity over an extended period.


When you feel discouraged, tap into sources of inspiration and support, like:


  • Debt payment apps that show your progress over time

  • Online communities of others on a debt freedom journey

  • Books and podcasts sharing stories of paying off debt

  • Friends or family who can be accountability partners

Celebrate any wins and milestones reached. Look back at how far you've come whenever you feel like giving up. Small steps repeated over time lead to huge progress.


The Road to Financial Freedom Starts with Budgeting


Living in debt feels demoralizing and restrictive. But with focus and commitment, you can take control of your finances and pay off what you owe. Budgeting is the fundamental way to make progress.


I hope these practical budgeting tips help you direct more money towards becoming debt-free. With persistence and smart money management, you'll get there sooner than you think. And you'll gain confidence and skills to build wealth for the future.


Here's to your success on the road to financial freedom! Let me know if I can be a resource for you along your journey.


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