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Budgeting is one of the most important things a person can do for their finances. Having a budget gives your money a serious job and helps it work for you instead of working against you.

If you’re reading this article, we assume that you know the importance of having at least a monthly budget (if not a weekly budget) but sometimes our budgets manage to fail and we can’t figure out why.

A lot of the time, our budgets fail because we are missing some crucial budgeting categories that we just seem to forget and these are the things that…

Now and then the BluBox team chats with entrepreneurs, accounting professionals, and investors. In these interviews, we seek to understand their world — what they do, how they track & analyze financial data.

Today we had a chat with Paul Carlson. Paul has always been interested in the real estate space. Started as a roofer, and now he invests in properties in the DFW. He hit the ground running, right after college, and has racked up a good bit of lessons and blessings.

Hi, nice to meet you, Paul. I’m really looking forward to learning a lot from you.


As a business owner, till you start filling in the terms and numbers of your business plan, it won’t automatically shift from the conceptual to the actual. While your marketing strategy is an interesting read, it’s the figures on the bottom line that will help you get a business loan or investors.

To justify your plan with good numbers, you need a distinct section in your business plan, where you can lay out your financial forecasts and statements. …


Easily sort out your business's transaction records, generate financial reports and set goals! Get all your affairs in one tool.

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