FINANCIAL PLANNING Workbook - Crown Financial

Transcription

YourFINANCIALPLANNINGWorkbookPlease note that you can conveniently type text and numbers into these documents and save yourwork. However, these documents will not automatically calculate your financial data.crown.org

Debt ListCREDITORDescribe WhatWas PurchasedMonthlyPaymentsBalanceDueScheduledPay-Off DateInterestRatePaymentsPast DueMonthlyPaymentsBalanceDueScheduledPay-Off DateInterestRatePaymentsPast DueMonthlyPaymentsBalanceDueScheduledPay-Off DateInterestRatePaymentsPast DueMonthlyPaymentsBalanceDueScheduledPay-Off DateInterestRatePaymentsPast DueTOTALSAUTO LOANSTOTALSHOME MORTGAGESTOTALSBUSINESS / INVESTMENT DEBTTOTALS

SnowballStrategyTO WHOMOWEDCONTACTINFORMATIONPAY OFFPAYMENTSLEFTMONTHLYPAYMENTDUEDATE%INTEREST

Debt RepaymentScheduleDATE:CREDITOR:WHAT WAS PURCHASED:INTEREST RATE:AMOUNT OWED:DateAmountPayments RemainingBalance Due

MonthlySpending Plan - AIncomeCATEGORYAllocated urance h15thThis Month th27th28th29th30th31stThis Month TotalThis MonthSurplus/DeficitYear to DateSpending PlanYear to Date TotalYear to DateSurplus/DeficitPlanSummaryThis MonthTotal Income Minus Total Expenses Equals Surplus/Deficit Previous Month/Year to Date Total Income Minus Total Expenses Equals Surplus/Deficit Year to Date Total Income Minus Total Expenses Equals Surplus/Deficit

MonthlySpending Plan - BDebtsCATEGORYAllocated alSavingsMiscellaneousSchool/Child CareInvestments h15thThis Month th27th28th29th30th31stThis Month TotalThis MonthSurplus/DeficitYear to DateSpending PlanYear to Date TotalYear to DateSurplus/Deficit

Category Page (Individual Account Page)CATEGORY:DateCheck #TransactionDepositWithdrawalBalance

Idea ListNumberIdeaDecreaseExpensesIncreaseIncomeRaise Cash(sell things)

FINANCIAL PLANNINGWorkbook Your Please note that you can conveniently type text and numbers into these documents and save your work. However, these documents will not automatically calculate your financial data.File Size: 1MB