Create A Genealogy Budget
- geneal1
- Mar 28
- 4 min read
Yes, I said a Genealogy Budget! Who knew there was such a thing!
If you have been exploring your family tree for years or have just begun your genealogy journey, you likely understand the happiness and elation that come with making progress on your research project. That said, as you delve deeper into genealogy projects, you may encounter obstacles, and sometimes the solution may be behind a substantial paywall. Or you may want to start a new project altogether, but it requires some costly tools and resources to bring it to fruition. Below are some tips to help you craft a genealogy budget that suits your needs, allowing you to make remarkable discoveries about your ancestors.
Write Down Your Current Everyday Expenses and Needs
Every day life can be expensive, before you even factor in hobbies such as genealogy projects. If you don’t already keep a list of your expenses and the amount of money you allocate to each one, you may want to consider adopting this habit as you budget for your genealogy research. That way, you can ensure that you can comfortably meet your needs while also giving yourself room to splurge on your genealogy project. Start by taking note of the essentials you need daily, weekly, and monthly to live, such as food, medicine, and toiletries.
Consider Your Current Goals and What You Need to Complete Them
Before you start shopping around for the fanciest preservation materials and signing up for every subscription site, take a moment to consider your goals. You should consider writing up a genealogy research plan to ensure that your goals are tangible, clear, and realistic to you. A good genealogy research plan usually begins with a clear objective and, once you have drafted your plan, make a list of the supplies and tools you will need to complete your goals.
For example, if you want to learn everything you can about your father’s side of the family and are currently working with limited information, you can expect to conduct extensive research. You may even have to hunt down records that can’t be found via a quick Google search. You may then decide that paying for an Ancestry subscription is worthwhile in the long term.
Take Inventory of What You Already Have
If you spend any time adding up the costs of significant subscription services, fees for ordering certain records, and even basic preservation materials, you might experience some sticker shock. However, don’t rush to buy everything all at once; take a step back and consider the materials, records, and resources you currently have at your disposal—such as obituaries and birth notices clipped from old newspapers.
Compare Prices on Supplies and Tools
Whether you are seeking archival supplies to preserve important documents and cherished photos or researching the best genealogy subscription site to meet your research needs, you will want to consider all your options before making a purchase.
Fortunately, this process need not be too challenging. For physical products, such as archival supplies, you can begin by searching your favorite vendors. For example, if you want a newspaper preservation kit to safely store crucial newspaper clippings, you might start by looking at a few reliable sellers, such as Gaylord Archival, Archival Methods, and Amazon. First, of course, you will look at the prices, and remember that you aren’t just looking to buy the cheapest materials but also the most suitable for the job. As such, you will also want to read the descriptions of each product carefully.
For subscription sites, you can follow a similar comparison process. That said, subscription sites also often offer one advantage that tangible genealogy supplies do not: free trials that allow you to get a feel for the features before you commit financially. With that in mind, you could try all the major genealogy websites via their free trials (Ancestry, MyHeritage, and FindMyPast) and then factor in your experience with each when making your final decision. The best part is that FamilySearch, one of the “Big Four” websites, is free—you might get everything you need from it and not need to spring for a paid subscription with anyone else.
Give Yourself a Realistic Timeline
Above all else, remember that very few genealogy projects have strict deadlines. If you add up the costs of the required supplies and resources and realize that it would be too expensive to purchase everything at once, you could break down your project into manageable chunks, by month, several months, or even entire years. There is no ideal timeline, only what is right for you. You can set aside a bit of money for genealogy projects every month and allow yourself to use that and no more for any materials you need.
If you need assistance with your genealogical research, please don't hesitate to contact me, and I will be happy to do what I can to help you.
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