Megan Leigh

** you need to keep adding to your action plan until the "action plan difference" reaches zero or higher (pink box in bottom right corner)
the amount can not be negative or otherise you ill not have enough money to cover your needs!
Money that is "yours" "ousing# Most students do not have enough money right no
Savings (Bank) Account $0 Rent $525 to pay for all their financial needs next year
Part-time Job $0 Utilities $0 thus the number belo ill (probably) be a negative number!
R!"!S!P! $0 #elecommunications $0
$t%er $$ &ou %ave ' $0 (eat)"lec! $0 $%
$t%er $$ &ou %ave 2 $0 $t%er $0 $&'()*
(ouse)rent insurance $0
+otal Money you have $% $t%er $0 ,ifference -$&'()*
+ransportation#
*ar +a&ments $0
,as $200
*ar -nsurance $'50
*ar Re+airs . /aint! $50
Public #ransit $0 ".amily" money
$t%er $0 0our summer Job $'1235
/ersonal 0 .inances# 4amil& Su++ort $0
,roceries $200 4amil& 5oans $0
"ating out $'00 $t%er $0
*lot%ing $200 "1chool" money
"ntertainment . Recreation $50 Provincial "6am Sc%olars%i+s $0
Personal *are $20 $t%er Sc%olars%i+s ) bursaries $0
*om+uter s&stems $50 "2ank" 3 "4overnment" money
#ravel $'00 Stu7ent 5oan $0
,i8ts 8or ot%ers $0 $t%er loans $0
Savings $0
Pets $0 +otal 5ction /lan money $&'6)*
Pa&ment o8 7ebt $0
/e7ical)9ental -nsurance $0
$t%er $0
7ducation#
#uition an7)or 8ees $0
Books an7 su++lies $0 $&'()*
$t%er $0 $%
$&'6)*
+otal money you need $&'()* 5ction /lan ,ifference $8%%
.olloing these steps to complete the financial plan (only put numbers into yello cells)
1tep &# .ind out all the money that you have right no' in your possession!
1tep 8# 9alculate all the money that you ill need for next year (this :uly to end of next :une)
1tep ;# Look at the difference beteen hat you <have< and hat you <need< it ill likely be negative
1tep )# 9ome up ith an 5ction /lan to get the money you ill need to cover your needs for next year
M=>7? ?=@ "5A7 M=>7? ?=@ BCLL >77, ,C..7D7>97 (""ave" minus ">eed")
/one& &ou %ave
/one& &ou nee7 8or ne6t &ear
59+C=> /L5># Money you need to arrange for
/one& &ou nee7 8or ne6t &ear
/one& t%at &ou alrea7& %ave
Action Plan mone& &ou arrange7