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9 Budgeting Myths

By: Curtis Ophoven

2/3/2009 - 12 Comments

The number of Americans that are going to start a family budget this year is going to be a record high.

Maybe I’ll have to make an investment in a company selling budgeting software. 

People don’t budget for fun, they budget because they have to and as soon as they have enough money to stop budgeting, they usually quit.

With that said, here are a few budgeting myths to help you start thinking about how to better understand what a budget can and cannot do for you personal finances.  I got many of these ideas from the book, “Family Financial Workbook” by Larry Burkett.

Myth #1: We have tried a budget once before and it didn’t work.  Truth: New skills are not perfected on the first try. You cannot expect to ride a bike, cook a meat or hit a home run on the first try either.  If you tried budgeting before, you are in a great place to succeed because you can benefit from what didn’t work. You know it takes effort and you can be more determined to make it work this time.

Myth #2: We live on a variable income and therefore cannot budget. Truth: More than anyone, if you have a variables income, than you should budget.  A budget will help you plan your expenses with regard to your whenever your income comes in.

Myth #3: It is impossible to budget for contingencies and unplanned expenses. Truth: Contingencies are one of the most important items to budget for.  We never know what will happen, but you can plan for many of the things that could happen – like an unexpected Dr. Visit or car repair.  The sooner you begin your budget and establish some history of these unplanned expenses, the better you can start predicting them. Companies estimate contingencies that same way.  The entire insurance industry is based on estimating contingencies.

Myth #4: We are not mathematically inclined. Truth: A budget does not involve advanced math like, calculus or geometry.  All you have to know is addition and subtraction, and it you use a computer program or spreadsheet than you wouldn’t even have to do that. If you don’t have any experience or training on using a computer, you should consider taking a few community education classes.

Myth #5: We are not ‘financial’ types. Truth: A budget is the most basic and important financial planning tool that a family can have and you don’t need a business degree or an accounting background to start.  You simply keep track of your income and expenses.

Myth #6: We don’t earn enough income to budget. Truth: You definitely need a budget. The smaller your income, the greater the need for a budget. When you budget, you control spending, which is as if your income grows.

Myth #7: We earn too much income to worry about a budget. Truth: It’s good to be blessed with an above-average income. A budget can help you be a good steward of your money so that they you can plan for your retirement and education of your children.  Unfortunately as incomes rise, so do expenses at the same or greater rate.  Establishing a financial plan will help you keep use and grow your income for the benefit of your family and others.

Myth #8: We have money problems because we don’t have enough income. Truth: Usually, financial problems result from overspending.  Not having enough income is a relative term, which is relative to who you are comparing yourself with.  If you compare yourself to someone that has more income they you and you are trying to live their lifestyle, then you may be overspending.  Budgeting can help you locate the area in which spending may be out of control.

Myth #9: We don’t have time to keep track of a budget. Truth: It takes far more time to handle a financial mess than it does to keep your finances in order. Establishing a budget takes less time than you think.  The hard part is getting started.  Once a budget is established it only takes about 30 minutes per week to maintain.

Well, there you have it – nine myths about budgeting.  Rich or poor, budgeting can help your personal family finances in a big way.  I hope these budgeting ideas encourage you to start a family budget today.

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Reader Comments

Comment 1
Grant Baldwin Says: on Tuesday, February 03, 2009 9:46:44 AM

Great post! I totally agree that a budget is absolutely necessary in order to be successful financially. Is it fun? Unless you're an Excel, number-crunching geek, it probably isn't enjoyable. But without it, you'll always look up and wonder where you're money went.

Comment 2
Miranda Says: on Tuesday, February 03, 2009 10:52:16 AM

Thanks for this great post! I especially like the myth about not having enough money. Bottom line: If you have bad financial habits, it doesn't matter how much money you have. You'll never have enough.

Comment 3
studenomics Says: on Tuesday, February 03, 2009 8:56:19 PM

I find the last myth to be rather funny. I always get a laugh when people tell me they don't have the time to budget. You have time to spend money but not to budget? Is your schedule so busy you can't set aside a few minutes to make a financial plan?

Comment 4
Kate Kashman Says: on Monday, February 09, 2009 9:30:16 AM

Outstanding! My favorite is the first one - yes, it does take practice. I'm linking and I truly hope that all my readers click over and learn from you.

Comment 5
Curt Says: on Monday, February 09, 2009 4:58:00 PM

I'm glad you all enjoyed the artilc. Budgeting is about to make a huge comeback as the recession deepens.

Comment 6
Funny about Money Says: on Tuesday, February 10, 2009 12:25:19 PM

Hang onto your hat, Curt: I know a guy who thinks budgeting IS fun!

Yes. There are few things other than hunting, fishing, and sex that this character enjoys more than stalking a trophy bargain. You should see the man in a grocery store: he's having as much fun as he would if he were out in the woods after deer and quail. He's the only man I know who truly enjoys grocery shopping.

He may be nuts. But maybe it's all in your attitude. :-D


Comment 7
SimplyForties Says: on Tuesday, February 10, 2009 5:48:43 PM

I started budgeting 6 or 8 months ago and have grown to love my spreadsheets! People just need to jump in there and do it!

Comment 8
plants Says: on Friday, July 03, 2009 12:22:27 PM

No one's job is truly secure. If you work for a corporation, downsizing or losing your job to overseas workers is always a looming possibility. If you work for a small company, these concerns may not apply, but if the owner died suddenly, the company might die with the owner. You should always be prepared for a job loss by having at least three months' worth of living expenses in the bank. It's a lot easier to accumulate this money if you know how much money you're bringing in and laying out each month.

Comment 9
siamese cat Says: on Friday, July 03, 2009 12:23:41 PM

• Real personal income growth in North Carolina from 2000-2006 was 7.3 percent. This rate was far below that of Florida (15.1 percent), Virginia (13.2 percent) and Tennessee (10.5 percent). North Carolina also lagged behind the national growth rate of 9.3 percent.
• North Carolinians have fallen further behind the national income rate. In 2000, North Carolina’s per capita income was 98.1 percent of the national average; by 2006 it had fallen to 96.3 percent.
• North Carolina’s 2006 per capita income growth was the third-lowest in the nation.
• The state’s annual unemployment rate has been higher than the national average for seven straight years. By contrast, North Carolina’s annual unemployment rate exceeded the national average only once in the 25 years prior to 2000.


Comment 11
Lawrence @ CRB Says: on Tuesday, November 10, 2009 12:55:34 AM

My favorite is Myth #7. Many people believe that if they make tons of money they don't need a budget. If they only realized a budget would help them keep that money more people would establish and stick to one.

Comment 12
Qwoter Says: on Friday, March 26, 2010 6:57:12 PM

Outstanding money savings tips! I have always been good with money, but it's a nice refresher to see some myths i see myself believing it.

Reality check!


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