Professional Documents
Culture Documents
Marcus:
To begin your journey toward financial success!
GIVING
Charity
Other:
_____________________
GIVING TOTAL
SAVING
Budgeted
TRANSPORTATION
Gas
Car Insurance
Oil Changes
$
Budgeted
Emergency Fund
College
Car & Repairs
Computer
Other: C AR T I r e s
SAVING TOTAL
FOOD
$
$
$185
$
$ 240
$ 425
Budgeted
Restaurants / Eating
Out
School Lunch / Snacks
FOOD TOTAL
CLOTHING
Clothes
Sports Jerseys /
Apparel
CLOTHING TOTAL
$
$
Budgeted
$
$
Cell Phone
Other:
_____________________
PERSONAL TOTAL
RECREATION
Movies
Concerts
Sporting Events
Other:
_____________________
RECREATION TOTAL
Budgeted
$200
$ 100
$ 50
$
$350
Budgeted
$
$
$
$
$ 65
$
$ 65
Budgeted
$
$
$
$
$
$ _________840_______________ - $_________840_______________ =
$_______0______________
C H AP T E R 3
Jenna:
To begin your journey toward financial success!
GIVING
Charity
Other:
_____________________
GIVING TOTAL
SAVING
Budgeted
$
$
Emergency Fund
College
Car & Repairs
Computer
Other:
_____________________
SAVING TOTAL
FOOD
$
$
$ 254.10
$
$
Restaurants / Eating
Out
School Lunch / Snacks
FOOD TOTAL
CLOTHING
Clothes
Sports Jerseys /
Apparel
CLOTHING TOTAL
$
Budgeted
TRANSPORTATION
Gas
Car Insurance
Oil Changes
Budgeted
$ 100
$ 83.30
$ 100
$
$ 283.30
Cell Phone
Other:
_____________________
PERSONAL TOTAL
$
$
$
$
Budgeted
$
$
RECREATION
Movies
Concerts
Sporting Events
Other: Tr i p to Me xi c o
Budgeted
$
$
$
$ 125
RECREATION TOTAL
$ 125.0
$ 254.10
Budgeted
Budgeted
$
$
$
$
$ ____________662.40____________ - $__________662.40______________ =
$______0_____________
C H AP T E R 3
GIVING
Charity
Other:
_____________________
GIVING TOTAL
SAVING
Budgeted
$0
$0
Emergency Fund
College
Car & Repairs
Computer
Other:
_____________________
SAVING TOTAL
FOOD
$
$
$
$
$
Restaurants / Eating
Out
School Lunch / Snacks
FOOD TOTAL
CLOTHING
Clothes
Sports Jerseys /
Apparel
$ 40
CLOTHING TOTAL
$0
$0
Budgeted
100
0
0
0
$ 100
Budgeted
$ 5.40
$ 40
Budgeted
$0
$0
TRANSPORTATION
Gas
Car Insurance
Oil Changes
Budgeted
$0
$ 40
$0
$0
$ 40
Cell Phone
Other:
_____________________
PERSONAL TOTAL
$0
$
RECREATION
Movies
Concerts
Sporting Events
Budgeted
$0
$ 49.60
$0
$
Other:
_____________________
RECREATION TOTAL
Budgeted
$ 20
$0
$o
$ 25
$0
$ 49.60
$ ____________280__________ - $__________280______________ =
C H AP T E R 3
$_______0______________
After completing all three budgets, answer the following questions in a minimum of one paragraph each.
Explain how writing a monthly budget helps you achieve financial goals.
Writing a budget can help you achieve your financial goals. If you set goals for yourself every month
than you have something to try to accomplish. This can allow an individual to form better saving habits
which will assist them later on in life. The more money they begin to start managing the more they will
make sure its going to the right place. This will allow them to obtain possessions they want without
going into debt.
C H AP T E R 3