soon-to-be · groceries $ lunches 1 $ lunches 2 $ restaurants $ total budget - percentage value -...
TRANSCRIPT
Soon-To-Be
Week Savings Amount Total Saved √
1 $ 25 .00 $ 25 .002 $ 25 .00 $ 50 .003 $ 25 .00 $ 75 .004 $ 25 .00 $ 100 .005 $ 25 .00 $ 125 .006 $ 25 .00 $ 150 .007 $ 25 .00 $ 175 .008 $ 25 .00 $ 200 .009 $ 25 .00 $ 225 .00
10 $ 25 .00 $ 253 .0011 $ 25 .00 $ 275 .0012 $ 25 .00 $ 300 .0013 $ 25 .00 $ 325 .0014 $ 25 .00 $ 350 .0015 $ 25 .00 $ 375 .0016 $ 25 .00 $ 400 .0017 $ 25 .00 $ 425 .0018 $ 25 .00 $ 450 .0019 $ 25 .00 $ 475 .0020 $ 25 .00 $ 500 .0021 $ 25 .00 $ 525 .0022 $ 25 .00 $ 550 .0023 $ 25 .00 $ 575 .0024 $ 25 .00 $ 600 .0025 $ 25 .00 $ 625 .0026 $ 25 .00 $ 650 .0027 $ 25 .00 $ 675 .0028 $ 25 .00 $ 700 .0029 $ 25 .00 $ 725 .0030 $ 25 .00 $ 750 .0031 $ 25 .00 $ 775 .0032 $ 25 .00 $ 800 .0033 $ 25 .00 $ 825 .0034 $ 25 .00 $ 850 .00
Week Savings Amount Total Saved √
35 $ 25 .00 $ 875 .0036 $ 25 .00 $ 900 .0037 $ 25 .00 $ 925 .0038 $ 25 .00 $ 950 .0039 $ 25 .00 $ 975 .0040 $ 25 .00 $ 1000 .0041 $ 25 .00 $ 1025 .0042 $ 25 .00 $ 1050 .0043 $ 25 .00 $ 1075 .0044 $ 25 .00 $ 1100 .0045 $ 25 .00 $ 1125 .0046 $ 25 .00 $ 1150 .0047 $ 25 .00 $ 1175 .0048 $ 25 .00 $ 1200 .0049 $ 25 .00 $ 1225 .0050 $ 25 .00 $ 1250 .0051 $ 25 .00 $ 12750052 $ 25 .00 $ 1300 .00
Bonus Amount Saved: Date:
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Total Amount Saved
A Year of Saving
Sun Mon Tue Wed Thu Fri Sat
1 2 3
4 5 6 7 8 9 10
11 12 13 14 15 16 17
18 19 20 21 22 23 24
25 26 27 28 29 30 31
Sun Mon Tue Wed Thu Fri Sat
1 2 3 4
5 6 7 8 9 10 11
12 13 14 15 16 17 18
19 20 21 22 23 24 25
26 27 28 29 30
Sun Mon Tue Wed Thu Fri Sat
1 2 3 4
5 6 7 8 9 10 11
12 13 14 15 16 17 18
19 20 21 22 23 24 25
26 27 28 29 30 31
Sun Mon Tue Wed Thu Fri Sat
1 2 3
4 5 6 7 8 9 10
11 12 13 14 15 16 17
18 19 20 21 22 23 24
25 26 27 28 29 30 31
Sun Mon Tue Wed Thu Fri Sat
1 2 3 4 5 6 7
8 9 10 11 12 13 14
15 16 17 18 19 20 21
22 23 24 25 26 27 28
29 30 31
Sun Mon Tue Wed Thu Fri Sat
1 2 3 4 5 6
7 8 9 10 11 12 13
14 15 16 17 18 19 20
21 22 23 24 25 26 27
28 29 30
Sun Mon Tue Wed Thu Fri Sat
1 2 3 4 5
6 7 8 9 10 11 12
13 14 15 16 17 18 19
20 21 22 23 24 25 26
27 28 29 30
Sun Mon Tue Wed Thu Fri Sat
1 2 3 4 5
6 7 8 9 10 11 12
13 14 15 16 17 18 19
20 21 22 23 24 25 26
27 28 29 30 31
Sun Mon Tue Wed Thu Fri Sat
1 2 3 4 5 6 7
8 9 10 11 12 13 14
15 16 17 18 19 20 21
22 23 24 25 26 27 28
Sun Mon Tue Wed Thu Fri Sat
1 2
3 4 5 6 7 8 9
10 11 12 13 14 15 16
17 18 19 20 21 22 23
24 25 26 27 28 29 30
31
Sun Mon Tue Wed Thu Fri Sat
1
2 3 4 5 6 7 8
9 10 11 12 13 14 15
16 17 18 19 20 21 22
23 24 25 26 27 28 29
30 31
Sun Mon Tue Wed Thu Fri Sat
1 2 3 4 5 6 7
8 9 10 11 12 13 14
15 16 17 18 19 20 21
22 23 24 25 26 27 28
29 30
January
April
July
October
March
June
September
December
February
May
August
November
Paycheck Schedule
Groceries $Lunches 1 $Lunches 2 $Restaurants $
Total Budget -
Percentage Value -
Life $Health $Homeowner $Renters $Auto $Disability $Identity $Long-Term $
Total Budget -
Percentage Value -
Mortgage $Taxes $Maintenance $HOA Fees $
Total Budget -
Percentage Value -
Electric $Gas $Water $Trash Removal $Snow Removal $
Total Budget -
Percentage Value -
Gasoline #1 $Gasoline #2 $Maintenance $License + Taxes $Other: $
Total Budget -
Percentage Value -
Food
Insurance
Housing
Utilities
Transportation
5 - 15%
10 - 25%
25 - 35%
5 - 10%
10 - 15%
Monthly Take Home Pay:
$
Balanced Budget
Insurance $Medications $Doctors Bills $Dentist Bills $Eye Care $Other: $Other: $
Total Budget -
Percentage Value -
Entertainment $Vacation $
Total Budget -
Percentage Value -
Schooling $Her Money $His Money $Allowance $Other: $Other: $Other: $Other: $Other: $Other: $Other: $Other: $
Total Budget -
Percentage Value -
$$$$$$$$$$$$$$$$$$$$$$$$$
Total Budget -
Percentage Value -
Medical
Recreation
Personal
Debts5 - 10%
5 - 10%
5 - 10%
5 - 10%
Monthly Take Home Pay:
Category Totals: (-)
Amount Left Over:
Bill Username Password Amount Due
$$$$$$$$$$$$
Total -
Total -
Paycheck Total -
Bills Amount -
Amount Leftover -
Paycheck Total -
Bills Amount -
Amount Leftover -
Payc
heck
#1
Bill Username Password Amount Due
$$$$$$$$$$$$
Payc
heck
#2
Paycheck Budgeting
Bill
Due
Dat
eA
mou
ntJ
FM
AM
JJ
AS
ON
D$ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $Paym
ent T
racker
Priority Level Debt BalanceInterest Rate
Minimum Payment
Minimum Extra Payment
Estimated Payoff Date
One $ $ $ / /
Two $ $ $ / /
Three $ $ $ / /
Four $ $ $ / /
Five $ $ $ / /
Six $ $ $ / /
Seven $ $ $ / /
Eight $ $ $ / /
Nine $ $ $ / /
Ten $ $ $ / /
Eleven $ $ $ / /
Twelve $ $ $ / /
Thirteen $ $ $ / /
Fourteen $ $ $ / /
Fifteen $ $ $ / /
Sixteen $ $ $ / /
Seventeen $ $ $ / /
Eighteen $ $ $ / /
Nineteen $ $ $ / /
Twenty $ $ $ / /
Twenty - One $ $ $ / /
Twenty - Two $ $ $ / /
Twenty - Three $ $ $ / /
Twenty - Four $ $ $ / /
Irregular Income
$ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $
$ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $
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Balance Amount Paid Date Note
Company:
Website:
Credit Limit: Interest Rate:
Credit Type:
Username:
Due Date: Minimum Payment:
Account #:
Password:
Goal Payoff Date:
BEgINNINg BALANcE: __________________________________
Snowball Calculator
$ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $
$ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $
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Balance Amount Paid Date Note
Company:
Website:
Credit Limit: Interest Rate:
Credit Type:
Username:
Due Date: Minimum Payment:
Account #:
Password:
Goal Payoff Date:
BEgINNINg BALANcE: __________________________________
Snowball Calculator
$ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $
$ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $
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/ / 2015
/ / 2015
Balance Amount Paid Date Note
Company:
Website:
Credit Limit: Interest Rate:
Credit Type:
Username:
Due Date: Minimum Payment:
Account #:
Password:
Goal Payoff Date:
BEgINNINg BALANcE: __________________________________
Snowball Calculator
$ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $
$ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $
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/ / 2015
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/ / 2015
/ / 2015
/ / 2015
/ / 2015
/ / 2015
/ / 2015
/ / 2015
Balance Amount Paid Date Note
Company:
Website:
Credit Limit: Interest Rate:
Credit Type:
Username:
Due Date: Minimum Payment:
Account #:
Password:
Goal Payoff Date:
BEgINNINg BALANcE: __________________________________
Snowball Calculator
$ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $
$ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $
/ / 2015
/ / 2015
/ / 2015
/ / 2015
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/ / 2015
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/ / 2015
/ / 2015
/ / 2015
/ / 2015
/ / 2015
/ / 2015
/ / 2015
/ / 2015
/ / 2015
/ / 2015
/ / 2015
/ / 2015
/ / 2015
Balance Amount Paid Date Note
Company:
Website:
Credit Limit: Interest Rate:
Credit Type:
Username:
Due Date: Minimum Payment:
Account #:
Password:
Goal Payoff Date:
BEgINNINg BALANcE: __________________________________
Snowball Calculator
goal 1 goal 2
Groceries
How did we do?(weekly subtotal)
+
-
+
-
+
-
+
-
+
-
Week 1 Week 2 Week 3 Week 4 Week 5
Month Of:
Budgeted Amount
January
Monthly Budget Check-In
financial
family
long-term
Why?____________________________________________
_________________________________________________
_________________________________________________
__________________________________________________
__________________________________________________total cost:
$Progress to date:
$
Date to complete it by:
Why?____________________________________________
_________________________________________________
_________________________________________________
__________________________________________________
__________________________________________________
Progress to date:
$
total cost
$ Date to complete it by:
Why?____________________________________________
_________________________________________________
_________________________________________________
__________________________________________________
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Progress to date:
$
Date to complete it by:
family goals
total cost
$
goal 1 goal 2
Groceries
How did we do?(weekly subtotal)
+
-
+
-
+
-
+
-
+
-
Week 1 Week 2 Week 3 Week 4 Week 5
Month Of:
Budgeted Amount
February
Monthly Budget Check-In
financial
family
long-term
Why?____________________________________________
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_________________________________________________
__________________________________________________
__________________________________________________total cost:
$Progress to date:
$
Date to complete it by:
Why?____________________________________________
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Progress to date:
$
total cost
$ Date to complete it by:
Why?____________________________________________
_________________________________________________
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__________________________________________________
__________________________________________________
Progress to date:
$
Date to complete it by:
family goals
total cost
$
goal 1 goal 2
Groceries
How did we do?(weekly subtotal)
+
-
+
-
+
-
+
-
+
-
Week 1 Week 2 Week 3 Week 4 Week 5
Month Of:
Budgeted Amount
March
Monthly Budget Check-In
financial
family
long-term
Why?____________________________________________
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_________________________________________________
__________________________________________________
__________________________________________________total cost:
$Progress to date:
$
Date to complete it by:
Why?____________________________________________
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Progress to date:
$
total cost
$ Date to complete it by:
Why?____________________________________________
_________________________________________________
_________________________________________________
__________________________________________________
__________________________________________________
Progress to date:
$
Date to complete it by:
family goals
total cost
$
goal 1 goal 2
Groceries
How did we do?(weekly subtotal)
+
-
+
-
+
-
+
-
+
-
Week 1 Week 2 Week 3 Week 4 Week 5
Month Of:
Budgeted Amount
Apri l
Monthly Budget Check-In
financial
family
long-term
Why?____________________________________________
_________________________________________________
_________________________________________________
__________________________________________________
__________________________________________________total cost:
$Progress to date:
$
Date to complete it by:
Why?____________________________________________
_________________________________________________
_________________________________________________
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__________________________________________________
Progress to date:
$
total cost
$ Date to complete it by:
Why?____________________________________________
_________________________________________________
_________________________________________________
__________________________________________________
__________________________________________________
Progress to date:
$
Date to complete it by:
family goals
total cost
$
goal 1 goal 2
Groceries
How did we do?(weekly subtotal)
+
-
+
-
+
-
+
-
+
-
Week 1 Week 2 Week 3 Week 4 Week 5
Month Of:
Budgeted Amount
May
Monthly Budget Check-In
financial
family
long-term
Why?____________________________________________
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_________________________________________________
__________________________________________________
__________________________________________________total cost:
$Progress to date:
$
Date to complete it by:
Why?____________________________________________
_________________________________________________
_________________________________________________
__________________________________________________
__________________________________________________
Progress to date:
$
total cost
$ Date to complete it by:
Why?____________________________________________
_________________________________________________
_________________________________________________
__________________________________________________
__________________________________________________
Progress to date:
$
Date to complete it by:
family goals
total cost
$
goal 1 goal 2
Groceries
How did we do?(weekly subtotal)
+
-
+
-
+
-
+
-
+
-
Week 1 Week 2 Week 3 Week 4 Week 5
Month Of:
Budgeted Amount
June
Monthly Budget Check-In
financial
family
long-term
Why?____________________________________________
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_________________________________________________
__________________________________________________
__________________________________________________total cost:
$Progress to date:
$
Date to complete it by:
Why?____________________________________________
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__________________________________________________
Progress to date:
$
total cost
$ Date to complete it by:
Why?____________________________________________
_________________________________________________
_________________________________________________
__________________________________________________
__________________________________________________
Progress to date:
$
Date to complete it by:
family goals
total cost
$
goal 1 goal 2
Groceries
How did we do?(weekly subtotal)
+
-
+
-
+
-
+
-
+
-
Week 1 Week 2 Week 3 Week 4 Week 5
Month Of:
Budgeted Amount
July
Monthly Budget Check-In
financial
family
long-term
Why?____________________________________________
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_________________________________________________
__________________________________________________
__________________________________________________total cost:
$Progress to date:
$
Date to complete it by:
Why?____________________________________________
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Progress to date:
$
total cost
$ Date to complete it by:
Why?____________________________________________
_________________________________________________
_________________________________________________
__________________________________________________
__________________________________________________
Progress to date:
$
Date to complete it by:
family goals
total cost
$
goal 1 goal 2
Groceries
How did we do?(weekly subtotal)
+
-
+
-
+
-
+
-
+
-
Week 1 Week 2 Week 3 Week 4 Week 5
Month Of:
Budgeted Amount
August
Monthly Budget Check-In
financial
family
long-term
Why?____________________________________________
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_________________________________________________
__________________________________________________
__________________________________________________total cost:
$Progress to date:
$
Date to complete it by:
Why?____________________________________________
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__________________________________________________
__________________________________________________
Progress to date:
$
total cost
$ Date to complete it by:
Why?____________________________________________
_________________________________________________
_________________________________________________
__________________________________________________
__________________________________________________
Progress to date:
$
Date to complete it by:
family goals
total cost
$
goal 1 goal 2
Groceries
How did we do?(weekly subtotal)
+
-
+
-
+
-
+
-
+
-
Week 1 Week 2 Week 3 Week 4 Week 5
Month Of:
Budgeted Amount
September
Monthly Budget Check-In
financial
family
long-term
Why?____________________________________________
_________________________________________________
_________________________________________________
__________________________________________________
__________________________________________________total cost:
$Progress to date:
$
Date to complete it by:
Why?____________________________________________
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__________________________________________________
Progress to date:
$
total cost
$ Date to complete it by:
Why?____________________________________________
_________________________________________________
_________________________________________________
__________________________________________________
__________________________________________________
Progress to date:
$
Date to complete it by:
family goals
total cost
$
goal 1 goal 2
Groceries
How did we do?(weekly subtotal)
+
-
+
-
+
-
+
-
+
-
Week 1 Week 2 Week 3 Week 4 Week 5
Month Of:
Budgeted Amount
October
Monthly Budget Check-In
financial
family
long-term
Why?____________________________________________
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_________________________________________________
__________________________________________________
__________________________________________________total cost:
$Progress to date:
$
Date to complete it by:
Why?____________________________________________
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Progress to date:
$
total cost
$ Date to complete it by:
Why?____________________________________________
_________________________________________________
_________________________________________________
__________________________________________________
__________________________________________________
Progress to date:
$
Date to complete it by:
family goals
total cost
$
goal 1 goal 2
Groceries
How did we do?(weekly subtotal)
+
-
+
-
+
-
+
-
+
-
Week 1 Week 2 Week 3 Week 4 Week 5
Month Of:
Budgeted Amount
November
Monthly Budget Check-In
financial
family
long-term
Why?____________________________________________
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_________________________________________________
__________________________________________________
__________________________________________________total cost:
$Progress to date:
$
Date to complete it by:
Why?____________________________________________
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__________________________________________________
Progress to date:
$
total cost
$ Date to complete it by:
Why?____________________________________________
_________________________________________________
_________________________________________________
__________________________________________________
__________________________________________________
Progress to date:
$
Date to complete it by:
family goals
total cost
$
goal 1 goal 2
Groceries
How did we do?(weekly subtotal)
+
-
+
-
+
-
+
-
+
-
Week 1 Week 2 Week 3 Week 4 Week 5
Month Of:
Budgeted Amount
December
Monthly Budget Check-In
financial
family
long-term
Why?____________________________________________
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_________________________________________________
__________________________________________________
__________________________________________________total cost:
$Progress to date:
$
Date to complete it by:
Why?____________________________________________
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Progress to date:
$
total cost
$ Date to complete it by:
Why?____________________________________________
_________________________________________________
_________________________________________________
__________________________________________________
__________________________________________________
Progress to date:
$
Date to complete it by:
family goals
total cost
$