Person and Family money management

Explore and create the balance sheet, cash flow statement (average for one month), as well as the
detailed content of items on these two reports with the following scenario: ( Requirements: Done in
Excel and good-looking designed)

Note that: items and projected amounts in statements are explored and estimated by your group, but
they must be realistic, practial and complete. Your group can add information for your case such as
hobbies, friends, part-time jobs, vehicles, homes, loans, expenditures …

Case 1: Group 1

Age: Middle-aged

Marital Status: Single female

Occupation: Middle-level manager of a State Agency

Dependents: None

Location: Class 1-urban in Vietnam

Case 2: Group 2

Age: 24, just gradutated, female

Marital Status: planning to get marriage next year

Occupation: freelancer in marketing field

Dependents: None

Location: Class 1-urban in Vietnam

Case 3: Group 3

Age: Middle-aged, male

Marital Status: nuclear family with 2 high shool - children

Occupation: Mathematics teacher at high-school

Dependents: 2

Location: Class 2-urban in Vietnam

Case 4: Group 4

Age: Middle-aged

Marital Status: Divorced

Occupation: Worker at FDI company

Dependents: 2 primary shool - children

Location: Class 1-urban in Vietnam

Case 5: Group 5

Age: Middle-aged

Marital Status: Single male

Occupation: High-level manager of a State Agency

Dependents: Elderly and frailty parents

Location: Rural area in Vietnam

Case 6: Group 6

Age: 58, female

Marital Status: live with husband

Occupation: Retirement

Dependents: None

Location: Rural area in Vietnam

Case 7: Group 7

Age: Middle-aged, male

Marital Status: Traditional family with 3 generations

Occupation: High-level manager of a State Agency

Dependents: 2 high shool – children and Elderly and frail parents

Location: Class 1-urban in Vietnam

Case 8: Group 8

Age: 24, just gradutated, male

Marital Status: Single. No plan for getting marriage

Occupation: back office - staff at HO of private commercial bank

Dependents: None

Location: Class 1-urban in Vietnam

Case 9: Group 9

Age: Middle-aged, female

Marital Status: nuclear family with 2 high shool - children

Occupation: back office - staff at HO of private commercial bank

Dependents: 2 high shool – children and Elderly and frail parents

Location: Class 1-urban in Vietnam

Case 10: Group 9

Age: 26, female

Marital Status: Divorced

Occupation: Worker at FDI company

Dependents: one 2-year olds boy

Location: Class 1-urban in Vietnam

Case 11: Group 10

Age: 58 , female

Marital Status: nuclear family with 2 under-gradutaed sons

Occupation: Retirement

Dependents: 2 under-gradutaed sons

Location: Class 1-urban in Vietnam

Case 12: Group 11

Age: 35, female

Marital Status: Divorced

Occupation: Head of front-office department of HO of commercial bank.

Dependents: 2 primary shool - children

Location: Class 1-urban in Vietnam

Case 13: Group 13

Age: Middle-aged, female

Marital Status: Single male

Occupation: High-level manager of a State Agency

Dependents: Elderly and frailty parents

Location: Class 1-urban in Vietnam

Case 14: Group 14

Age: Middle-aged, female

Marital Status: Single female

Occupation: High-level manager of a State Agency

Dependents: 2 high shool – children and Elderly and frail parents

Location: Class 1-urban in Vietnam