Household Finance & Admin Assistant
Budget: $8 – $15 USD
My immediate priority is day-to-day management of our household money. All transactions already flow into Mint (I’m open to switching to YNAB), but the data needs real care—categorising expenses, reconciling balances, flagging unusual charges and, most importantly, guaranteeing every bill is settled before its due date.
During the first month the deliverables are simple:
• A live budget inside the app that mirrors actual income, fixed costs, discretionary spending, and allocates separate funds towards savings, debt payments, and investments
• A concise weekly report showing category progress and cash-flow outlook.
• An automated or clearly documented process that triggers each payment and sends me prompt confirmation.
Once the finances run smoothly the scope will grow naturally into calendar upkeep, appointment scheduling, email management, and light online research. If the collaboration continues to feel seamless, support will extend to my catering company—researching event opportunities, contacting organisers, submitting vendor applications, triaging email and keeping social media channels active. Social media management and/or Canva experience is a bonus but not necessary.
Full access to Mint/YNAB, Google Drive, calendars, purchasing account, and email will be provided. Clear communication, respect for sensitive information and consistent follow-through are essential. Pay will also increase gradually as more responsibilities are added. Let me know your experience working with personal finances/household management, and any skills you possess on the business side, and we can set up a quick kickoff call.
During the first month the deliverables are simple:
• A live budget inside the app that mirrors actual income, fixed costs, discretionary spending, and allocates separate funds towards savings, debt payments, and investments
• A concise weekly report showing category progress and cash-flow outlook.
• An automated or clearly documented process that triggers each payment and sends me prompt confirmation.
Once the finances run smoothly the scope will grow naturally into calendar upkeep, appointment scheduling, email management, and light online research. If the collaboration continues to feel seamless, support will extend to my catering company—researching event opportunities, contacting organisers, submitting vendor applications, triaging email and keeping social media channels active. Social media management and/or Canva experience is a bonus but not necessary.
Full access to Mint/YNAB, Google Drive, calendars, purchasing account, and email will be provided. Clear communication, respect for sensitive information and consistent follow-through are essential. Pay will also increase gradually as more responsibilities are added. Let me know your experience working with personal finances/household management, and any skills you possess on the business side, and we can set up a quick kickoff call.