Free Mini Finances

Download as pdf or txt
Download as pdf or txt
You are on page 1of 4

My 20__ Financial Goals Bills Year-at-a-Glance

To Pay Off
January February March
Credit Card/Loan Amount To-Date Goal Amount

April May June

To Save For
Vacation, Renovations, Gifts Goal Amount Needed Goal Deadline

July August September

To Open/Contribute to
Retirement/Emergency Fund Goal Deadline Notes

October November December

Copyright 2019 © HomeMadeOurWay.com Copyright 2019 © HomeMadeOurWay.com


Bill Tracker Monthly Budget
Due Date Bill Amt Acct Freq Month’s Goals/Targets Expenses

Expense Amount

$
Income
Source Amount $
$ $
$
$
$
$ $

$
Bills
$
Bill Due Amt
$

Totals

Total Income: $ _______


-Total Expenses/Bills: $ _______
=
Total Deficit/Surplus: $ ______

Disbursement of Savings
Add $ _______ to __________ acct
Add $ _______ to ___________ acct
Add $ _______ to ___________ acct
Add $ _______ to ___________ acct
Add $ _______ to ___________ acct
Key
Add $ _______ to ___________ acct

Copyright 2019 © HomeMadeOurWay.com Copyright 2019 © HomeMadeOurWay.com


Monthly Budget Bill Tracker
Month’s Goals/Targets Due Date Bill Amt Acct Freq
Expenses

Expense Amount

$
Income
Source Amount $
$ $
$
$
$
$ $

$
Bills
$
Bill Due Amt
$

Totals

Total Income: $ _______


-Total Expenses/Bills: $ _______
=
Total Deficit/Surplus: $ ______

Disbursement of Savings
Add $ _______ to __________ acct
Add $ _______ to ___________ acct
Add $ _______ to ___________ acct
Add $ _______ to ___________ acct
Add $ _______ to ___________ acct
Key
Add $ _______ to ___________ acct

Copyright 2019 © HomeMadeOurWay.com Copyright 2019 © HomeMadeOurWay.com


Account: Account:
Date Transaction √ +/- Amount Total Date Transaction √ +/- Amount Total

Copyright 2019 © HomeMadeOurWay.com Copyright 2019 © HomeMadeOurWay.com

You might also like