Real Life Budget Worksheets

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Personal Story

AND THE

WHY
WHAT IS YOUR WHY?

WHAT IS YOUR PERSONAL STORY?


Variable Expenses
CATEGORY AMOUNT

NOTES
Bills & Fixed Expenses
DATE DESCRIPTION AMOUNT
Savings Goals
ALREADY
IMPORTANCE DESCRIPTION GOAL AMOUNT TIME HORIZON
SAVED

YEARLY ALREADY MONTHLY MONTHS TO


GOAL DATE DESCRIPTION
AMOUNT SAVED AMOUNT SAVE
Debt Picture
DEBT DESCRIPTION STARTING INTEREST MINIMUM
DUE DATE
PRIORITY BALANCE RATE PAYMENTS
Income & Pay Schedule
TOTAL MONTHLY INCOME:
PAY SCHEDULE:
(WEEKLY/BI-WEEKLY/MONTHLY)

LIST YOUR INCOME DOWN BELOW FOR THIS MONTH AND NEXT MONTH:

PAY DATE SOURCE/DESCRIPTION AMOUNT

OTHER SOURCES OF INCOME

PAY DATE SOURCE/DESCRIPTION AMOUNT

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