tvl-depot/playbooks/finances.org
William Carroll 1a5b2ab3b0 Add step to my finances playbook
This is a helpful reminder to ensure that the exchange rate is always
fresh. Ideally I could use Google Sheets formulae to take a snapshot of the
GBP:USD exchange rate *at a point in time*, but I haven't set that up yet. Maybe
it'd look something like:

```pseudocode
=GOOGLEFINANCE("GBP:USD", "September 1, 2020")
```

I'll have to look into this.
2020-09-29 10:15:03 +01:00

12 lines
642 B
Org Mode

# Let's pretend it's April 1st; all amounts go in the March (not April) column.
* Finance Chain (25th of each month)
** Ensure Emergency fund is has a balance of $1000
** Open "finances_2020" Google Sheet
** Settle up with Mimi on TransferWise
** Adjust GBP:USD exchange rate
** Adjust "Stocks (after tax)" to reflect amount Google sent
** Add remaining cash to "Carryover (cash)"
** Adjust "Paycheck" to reflect amount Google sent
** In the "International Xfer" table, send "Xfer amount" from Monzo to USAA
** Go to an ATM and extract the amount in "ATM withdrawal"
** Await the TransferWise transaction to complete and pay MyFedLoan in USD