Monthly Budget

PLANNER
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Monthly Budget
PLANNER

This Planner Belongs To:

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 Finance Calendar
Monday Tuesday Wednesday Thursday
1 keeW
2 keeW
3 keeW
4 keeW
5 keeW

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 Month:
Friday Saturday Sunday Weekly Total

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 Monthly Budgeting
Monthly Income
Date Source Amount

- Tax
Total

Needs Wants Savings

% % %

Savings % Wants %
Sinking Fund Amount Fixed Amount

Variable Amount

Investment Amount

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 Month:
Needs % Extra Income Amount
Bills Amount Date

- Tax
Total

Extra Debt Payment

Debt Amount

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Extra Savings

Savings Amount

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Daily Needs Amount :4 Weekly Budget Notes

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 Daily Expense Tracker
ACCOUNT CATEGORY Monday Tuesday Wednesday

TOTAL

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 WEEK - 1 Weekly Budget

Thursday Friday Saturday Sunday TOTAL

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 Daily Expense Tracker
ACCOUNT CATEGORY Monday Tuesday Wednesday

TOTAL

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 WEEK - 2 Weekly Budget

Thursday Friday Saturday Sunday TOTAL

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 Daily Expense Tracker
ACCOUNT CATEGORY Monday Tuesday Wednesday

TOTAL

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 WEEK - 3 Weekly Budget

Thursday Friday Saturday Sunday TOTAL

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 Daily Expense Tracker
ACCOUNT CATEGORY Monday Tuesday Wednesday

TOTAL

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 WEEK - 4 Weekly Budget

Thursday Friday Saturday Sunday TOTAL

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 Daily Expense Tracker
ACCOUNT CATEGORY Monday Tuesday Wednesday

TOTAL

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 WEEK - 5 Weekly Budget

Thursday Friday Saturday Sunday TOTAL

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 Monthy Debt Tracker
Total Debt This Month

Debt Balance Interest Min. Payment

TOTAL

Extra Debt Payment

Debt Extra Payment Date

TOTAL

Debt Repayment Progress

Total initial balance (A)

Total overall repayment (B)
Total this month balance (C)
Debt repayment progress in % [ (C:A) x 100 ]

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 Monthly Net Worth Tracker
Net Worth (Last Month) Update

Assets Liabilities

Cash Balance Short Term Balance

Total
Personal Value

Total
Long Term Balance

Total
Investment Value

Total Total
Total Assets Total Liabilities

Net Worth Net Worth Change

(Total Assets - Total Liabilities)
Amount Change

Percentage Change

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 Monthy Finance Review
Total Income

Category Budget Actual % of Income

1. Sinking Fund
2. Investment
3. Gift & Charity
4. Insurance
5. Debt Payment
6. Bills
7. Daily Needs
-
-
-
-
-
-
-
-
8. Wants
-
-
-
-
-
-
-
Total
Leftover

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