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Budgeting

Organizing a personal budget for you or your family can be daunting. From this simple budgeting exercise you can gain clarity to make the right choices for you and your family. Simply tracking your primary checking account month over month and year over year can help you really see what you are spending. The point of this tool is to quickly get a sense of what is going in an out of your bank account each month. You may suddenly see that there were a few months that have substanstial withdrawals. You can then look back more deeply into your statements and see what those big expenses were. Using hindsight as your compass you can gain a clearer understanding of where your money has been going and whether it impacted your life either positively, negatively or not at all.  We hope that you find it useful and we are happy to help you on your path to a life of freedom,security and clarity.

Download the PDF   Download the Excel Spreadsheet

 

Budget Tool