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planner
FINANCE
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JO R &
 MONTHLY BUDGET

INCOME EXPENSES

INCOME-1 MONTH
INCOME-2

OTHER INCOME BUDGET

TOTAL INCOME

BILL TO BE PAID DUE DATE AMOUNT PAID NOTES

TOTAL

MONTHLY SUMMARY

TOTAL INCOME TOTAL EXPENSES DIFFERENCE

NOTES
EXPENSE TRACKER
MONTH OF :

DATE CATEGORY DESCRIPTION AMOUNT BALANCE

INCOME
TRACKER
DATE DESCRIPTION SOURCE AMOUNT
 BUDGET PLANNER
MONTH OF :

INCOME STREAMS

AFTER TAX BUDGET ACTUAL DIFFERENCES

INCOME

SIDE HUSTLES

BUSINESS

OTHERS

FIXED AND VARIABLE EXPENSES

AFTER TAX BUDGET ACTUAL DIFFERENCES

SAVINGS

TOTAL SAVINGS

TOTAL INCOME (AFTER TAX)

TOTAL FIXED EXPENSES

TOTAL VARIABLE EXPENSES

SAVINGS - INCOME - EXPENSES

 DEBT SNOWBALL
CALCULATOR
MONTHLY SNOWBALL EXT. PAYMENT IN THE
STARTING DATE
AMOUNT BEGINNING

DEBT DEBT DEBT DEBT

BALANCE BALANCE BALANCE BALANCE

MINIMUM PAYMENT MINIMUM PAYMENT MINIMUM PAYMENT MINIMUM PAYMENT

INTEREST RATE INTEREST RATE INTEREST RATE INTEREST RATE

MONTH DATE PAYMENT BALANCE PAYMENT BALANCE PAYMENT BALANCE PAYMENT BALANCE
BILL PLANNER
BILL DUE DATE AMOUNT PAID

TOTAL
PAYMENT TRACKER

STARTING BALANCE : INTEREST RATE :

CREDITOR : GOAL PAYOFF DATE :

DATE PAYMENT BALANCE NOTES

 DEBT TRACKER

DEBT : DEBT :
BALANCE : BALANCE :
MIN. PAYMENT : MIN. PAYMENT :

DATE PAYMENT BALANCE DATE PAYMENT BALANCE

DEBT : DEBT :
BALANCE : BALANCE :
MIN. PAYMENT : MIN. PAYMENT :

DATE PAYMENT BALANCE DATE PAYMENT BALANCE

 DEBT SNOWBALL
TRACKER
MONTH OF

CREDITOR ACCOUNT #

AMOUNT DUE DATE INTEREST RATE

GOAL PAYOFF DATE MINIMUM PAYMENT

DATE ACCOUNT BALANCE NOTES VISUAL PAYOFF PROGRESS

$
100%
$
95%
$
90%
$
85%
$
80%
$
75%
$
70%
$
65%
$
60%
$
55%
$
50%
$
45%
$
40%
$
35%
$
30%
$
25%
$
20%
$
15%
$
10%
$
5%
$
0%
 MONTHLY BUDGET
INCOME EXPENSES
INCOME - 1 MONTH

INCOME - 2

OTHER INCOME BUDGET

TOTAL INCOME

BILL TO BE PAID DUE DATE AMOUNT PAID NOTES

TOTAL

MONTHLY SUMMARY
TOTAL INCOME TOTAL EXPENSES DIFFERENCE

NOTES
 BILLS &
SUBSCRIPTIONS
NOTES:

MONTHLY AMOUNT DUE PAID

ANUALLY AMOUNT DUE PAID

 SAVING GOALS

SAVING GOAL: DEADLINE:

25 50 75 100 125 150 175

200 25 50 75 100 125 150

175 200 25 50 75 100 125

150 175 200 25 50 75 100

125 150 175 200 25 50 75

MOTIVATION 100 125 150 175

STARTING BALANCE:
MONTHLY BUDGET
MONTH OF:

TOTAL INCOME OTHER INCOME / SAVINGS

EXPENSES ITEM BUDGET ACTUAL DIFFERENCE NOTES

MORTGAGE/RENT
HOUSEHOLD MAINTENANCE
TAXES
INSURANCE
ELECTRICITY
WATER
SEWAGE
GAS
PHONE
TRASH
CABLE
CELL PHONE
GROCERIES
ENTERTAINMENT
CHARITY/DONATIONS
FUEL
AUTO INSURANCE
CAR PAYMENT
CHILD CARE
CREDIT CARDS/DEBT
LOANS
DINING OUT
SPORTING EVENTS
LIVE THEATER
CONCERTS
MOVIES

TOTAL EXPENSES
VACATION BUDGET

TRANSPORTATION

COST BUDGET ACTUAL

ACCOMMODATIONS

COST BUDGET ACTUAL

FOODS & ACTIVITIES

COST BUDGET ACTUAL

 SAVINGS PLAN
DATE:

MY GOALS MOTIVATIONS

STARTING BALANCE:

PER / DAY:

PER / MONTH:

REQUIRED AMOUNT:

DUE DATE:

NOTES:
 ANNUAL BUDGET
DATE:

MONTH EXPENSES INCOME TOTAL

JAN

FEB

MAR

APR

MAY

JUN

JUL

AUG

SEP

OCT

NOV

DEC

NOTES:
BUDGET TRACKER
NOTES:
MONTH:

YEAR:

INCOME SAVINGS

MAIN SOURCE STARTING BALANCE

OTHER SOURCE CURRENT BALANCE

TOTAL INCOME FINAL BALANCE

EXPENSES

DATE ITEM AMOUNT

OVERVIEW

BUDGET ACTUAL VARIANCE

TOTAL INCOME

TOTAL EXPENSES

TOTAL SAVINGS
YEARLY OVERVIEW

YEAR

PLANNING:

JAN FEB MAR

APR MAY JUN

JUL AUG SEP

OCT NOV DEC

EXPENSE TRACKER

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC

OUTPUT TYPE BUDGET SPENT

TRANSACTION ACCOUNT

TOTAL INCOME TOTAL EXPENSE OVERALL BALANCE

SAVING ACCOUNT

TOTAL INCOME TOTAL EXPENSE OVERALL BALANCE

 BILLS &
SUBSCRIPTIONS

MONTHLY AMOUNT DUE PAID

ANNUAL AMOUNT DUE PAID