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  • Bill List: Type AMT Comments

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    sultrydash
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    The document contains financial planning templates for tracking debts, bills, savings goals, and goal progress. It includes sections for a debt management list, bill schedule, notes, defining financial goals over various time periods from 6 months to 4 years, and a goal progress worksheet to track monthly deposits and balances toward goals. The templates provide structures for organizing finances, defining savings targets, and monitoring progress toward financial objectives.

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    Original Title

    Finance Booklet

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    The document contains financial planning templates for tracking debts, bills, savings goals, and goal progress. It includes sections for a debt management list, bill schedule, notes, defining financial goals over various time periods from 6 months to 4 years, and a goal progress worksheet to track monthly deposits and balances toward goals. The templates provide structures for organizing finances, defining savings targets, and monitoring progress toward financial objectives.

    Copyright:

    © All Rights Reserved
    Download as DOCX, PDF, TXT or read online from Scribd
    Flag for inappropriate content
    26 views6 pages

    Bill List: Type AMT Comments

    Uploaded by

    sultrydash
    The document contains financial planning templates for tracking debts, bills, savings goals, and goal progress. It includes sections for a debt management list, bill schedule, notes, defining financial goals over various time periods from 6 months to 4 years, and a goal progress worksheet to track monthly deposits and balances toward goals. The templates provide structures for organizing finances, defining savings targets, and monitoring progress toward financial objectives.

    Copyright:

    © All Rights Reserved
    Download as DOCX, PDF, TXT or read online from Scribd
    Flag for inappropriate content
    of 6

    Bill list

    NAME TYPE AMT COMMENTS

    Debt Management List


    Name 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 26 27 Amount % loan status Min. Payment

    Bill Schedule
    Mon Week1 Week2 Week3 Week4 Tues Wed Thur Fri Sat Sun

    Week1 Week2 Week3 Week4

    Notes

    Financial Goals Defined


    Your financial goals can be accomplished one at a time, however with great planning they can be worked on all at once. Goal Information
    6mths to Date
    1.

    Amt Needed

    2. 3. 4. Goal Information
    1.

    Target Amt Per mth Per mth Per mth Per mth Target Amt Per mth Per mth Per mth Per mth Target Amt Per mth Per mth Per mth Per mth Target Amt Per mth Per mth Per mth Per mth Target Amt Per mth Per mth Per mth Per mth

    Amt Needed

    1 yr. to Date

    2. 3. 4. Goal Information
    1.

    Amt Needed

    2yrs. Date

    2. 3. 4. Goal Information
    1.

    Amt Needed

    3yrs. to Date

    2. 3. 4. Goal Information
    1.

    Amt Needed

    4yrs. to Date

    2. 3. 4.

    Goal Progress work sheet


    Goal: Mth Bal Deposit Jan Feb Mar Apr May Jun Jul Aug Sept Oct Nov Total: Dec Goal Info Mthly Deposit $_____ Total: $_____

    Goal: Mth Bal Deposit

    Jan

    Feb

    Mar

    Apr

    May

    Jun

    Jul

    Aug

    Sept

    Oct

    Nov

    Total: Dec

    Goal Info Mthly Deposit $_____ Total: $_____

    Goal: Mth Bal Deposit

    Jan

    Feb

    Mar

    Apr

    May

    Jun

    Jul

    Aug

    Sept

    Oct

    Nov

    Total: Dec

    Goal Info Mthly Deposit $_____ Total: $_____

    Goal: Mth Bal Deposit

    Jan

    Feb

    Mar

    Apr

    May

    Jun

    Jul

    Aug

    Sept

    Oct

    Nov

    Total: Dec

    Goal Info Mthly Deposit $_____ Total: $_____

    Goal: Mth Bal Deposit

    Jan

    Feb

    Mar

    Apr

    May

    Jun

    Jul

    Aug

    Sept

    Oct

    Nov

    Total: Dec

    Goal Info Mthly Deposit $_____ Total: $_____

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