Financial Goals Worksheet

DATE

Near Term Goals

Goals

Action Items:

Short Term Goals

Goals

Action Items:

Long Term Goals

Goals

Action Items:
Meal WEEK

Weekly planner
M F
Breakfast : Breakfast :

Lunch : Lunch :

Diner : Diner :

T SA
Breakfast : Breakfast :

Lunch : Lunch :

Diner : Diner :

W SU
Breakfast : Breakfast :

Lunch : Lunch :

Diner : Diner :

NOTE
TH
Breakfast :

Lunch :

Diner :
Sinking Fund MONTH

Tracker
AMOUNT REMAINING
FUND Date TOTAL SAVED
DEPOSITED BALANCE
Monthly MONTH

Bills
BILLS Due On TOTAL OWED AMOUNT PAID
Budget Worksheet
Month:_____________ Expected Income:_______________

Insurance Budgeted Spent Difference Utilities/Bills Budgeted Spent Difference

House Electricity
Auto Gas
Life Phones
Health Cable/T.V.
Trash/Sewer/Water
TOTALS:
TOTALS:
Housing Budgeted Spent Difference
Rent/Mortgage Long Term Savings Budgeted Spent Difference
Taxes Vacation
Furnishings/Décor Gifts
Lawn/Garden Retirement
Repairs College
Savings
TOTALS:
TOTALS:
Living Expenses Budgeted Spent Difference
Clothing Medical Budgeted Spent Difference
Kids Dentist
Groceries Doctor
Eating Out Pharmacy
Pets
Entertainment TOTALS:
Spending Money
Toiletries Debts Budgeted Spent Difference

TOTALS:

Transportation Budgeted Spent Difference

Fuel TOTALS:
Auto Maintenance
Monthly Summary
TOTALS: Income
Expenses
Charities Budgeted Spent Difference Difference
Tithing
TOTALS:
TOTALS: