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  • Template of Money Management System

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    Rhea Joy L. Sevilla
    14 views15 pages
    The document outlines a money management system with categories for income, necessities, financial freedom, long-term savings, play, self-growth, give, and unaccounted amounts on a monthly and annual basis. It provides a template for tracking expenses across these categories each month to ensure spending is properly allocated according to the ideal percentages of 50% for necessities, 10% each for financial freedom, play, self-growth, long-term savings, and giving, with any unaccounted amounts at 0%.

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    The document outlines a money management system with categories for income, necessities, financial freedom, long-term savings, play, self-growth, give, and unaccounted amounts on a monthly and annual basis. It provides a template for tracking expenses across these categories each month to ensure spending is properly allocated according to the ideal percentages of 50% for necessities, 10% each for financial freedom, play, self-growth, long-term savings, and giving, with any unaccounted amounts at 0%.

    Copyright:

    © All Rights Reserved
    Download as XLSX, PDF, TXT or read online from Scribd
    Flag for inappropriate content
    14 views15 pages

    Template of Money Management System

    Uploaded by

    Rhea Joy L. Sevilla
    The document outlines a money management system with categories for income, necessities, financial freedom, long-term savings, play, self-growth, give, and unaccounted amounts on a monthly and annual basis. It provides a template for tracking expenses across these categories each month to ensure spending is properly allocated according to the ideal percentages of 50% for necessities, 10% each for financial freedom, play, self-growth, long-term savings, and giving, with any unaccounted amounts at 0%.

    Copyright:

    © All Rights Reserved
    Download as XLSX, PDF, TXT or read online from Scribd
    Flag for inappropriate content
    of 15

    MONEY MANAGEMENT SYSTEM

    MONTHLY ANNUAL MONTHLY ANNUAL


    INCOME Financial Freedom 10% 0 0
    Salary Mutual Fund
    Business Income Stocks
    Projects UITF
    Other sources VUL 2,000
    Deductions 0 0 Health Plan
    Net Income 0 0 Financial Freedom 2,000 0

    NECESSITIES 50% 0 0 Long-Term Savings 10% 0 0


    Rent/Mortgage Emergency Fund
    Transportation Home
    Electricity Car
    Water Grand Vacation
    Gasoline Others
    Food/Grocery Long-Term Savings 0 0
    Insurance
    Mobile Phone Give 10% 0 0
    Internet Offerings
    Family Share Others
    Necessities 0 0 Give 0 0

    PLAY 10% 0 0 Total Outflow 2,000 0


    Shopping Unaccounted Amount -2,000 0
    Dining Out/Date
    Sports/Hobbies MONEY MANAGEMENT SYSTEM
    Others Ideal Actual
    Play 0 0 Necessities Account 50%
    Financial Freedom 10%
    SELF GROWTH 10% 0 0 Play Account 10%
    Books Self Growth Account 10%
    Courses Long-Term Savings 10%
    Coaching Give Account 10%
    Others Unaccounted 0%
    Education 0 0

    MONEY MANAGEMENT SYSTEM


    Necessities Account 0
    Financial Freedom Account 2,000
    Long-term Savings Account
    Play Account
    Necessities Account00 Financial Freedom Account Long-term Savings
    Self Growth 0 Account
    Give Account Play Account 0 Self Growth Give Account
    Unaccounted Flow -2,000
    Unaccounted Flow
    Make a Copy. Click File on the upper left then click "Make a Copy". Do not edit this sheet.
    CASH FLOW
    Enter Date Jun 3, 2021 4-Jun 5-Jun 6-Jun 7-Jun
    INCOME
    Basic Salary
    Bonus
    Allowance
    Business Income
    Others
    Gross Pay 0 0 0 0 0
    DEDUCTIONS
    GSIS
    Philhealth
    Pagibig
    Income Tax
    Loan
    Total Deductions 0 0 0 0 0
    NET INCOME 0 0 0 0 0

    Necessities
    Rent
    Electricity
    Water
    Papa Pal
    Ukay Pal
    Motor Pa
    Groceries
    Baby Needs
    Tuition Fee
    Fare
    Vehicle Maintenance
    Cellphone
    Insurance
    Medicines
    Internet
    Parking
    Food / Beverages
    Others
    Total 0 0 0 0 0

    Financial Freedom
    Mutual Fund
    Stocks
    UITF
    VUL
    Others
    Total 0 0 0 0 0
    Long-term Savings
    Rainy Day Fund
    Future Home
    Dream Car
    Grand Vacation
    Others
    Total 0 0 0 0 0

    Play
    Shopping
    Dining Out
    Gift to self
    Travel
    Others
    Total 0 0 0 0 0

    Self Growth
    Books
    Courses
    Coaching
    Others
    Total 0 0 0 0 0

    Give
    Offerings
    Charity
    Others
    Total 0 0 0 0 0

    Date 3-Jun 4-Jun 5-Jun 6-Jun 7-Jun


    Unaccounted Amount 0 0 0 0 0

    Necessities Acc 0 JARS MONEY MANAGEMENT S


    Financial Free 0
    Long-term Savi 0
    Play Account 0
    Self Growth 0
    Give Account 0
    Unaccounted Fl 0
    opy". Do not edit this sheet. Make a Copy. Click File on the upper left then click "Make a Copy". Do not edit this sheet.

    8-Jun 9-Jun 10-Jun 11-Jun 12-Jun 13-Jun 14-Jun

    0 0 0 0 0 0 0

    0 0 0 0 0 0 0
    0 0 0 0 0 0 0

    0 0 0 0 0 0 0

    0 0 0 0 0 0 0
    0 0 0 0 0 0 0

    0 0 0 0 0 0 0

    0 0 0 0 0 0 0

    0 0 0 0 0 0 0

    8-Jun 9-Jun 10-Jun 11-Jun 12-Jun 13-Jun 14-Jun


    0 0 0 0 0 0 0

    EY MANAGEMENT SYSTEM

    Necessities Account
    Financial Freedom Account
    Long-term Savings Account
    Play Account
    Self Growth
    Give Account
    Unaccounted Flow
    Long-term Savings Account
    Play Account
    Self Growth
    Give Account
    Unaccounted Flow
    ". Do not edit this sheet. Make a Copy. Click File on the upper left then click "Make a Copy". Do not edit this sheet. Ma

    15-Jun 16-Jun 17-Jun 18-Jun 19-Jun 20-Jun 21-Jun

    0 0 0 0 0 0 0

    0 0 0 0 0 0 0
    0 0 0 0 0 0 0

    0 0 0 0 0 0 0

    0 0 0 0 0 0 0
    0 0 0 0 0 0 0

    0 0 0 0 0 0 0

    0 0 0 0 0 0 0

    0 0 0 0 0 0 0

    15-Jun 16-Jun 17-Jun 18-Jun 19-Jun 20-Jun 21-Jun


    0 0 0 0 0 0 0
    o not edit this sheet. Make a Copy. Click File on the upper left then click "Make a Copy". Do not edit this sheet.

    22-Jun 23-Jun 24-Jun 25-Jun 26-Jun 27-Jun 28-Jun

    0 0 0 0 0 0 0

    0 0 0 0 0 0 0
    0 0 0 0 0 0 0

    0 0 0 0 0 0 0

    0 0 0 0 0 0 0
    0 0 0 0 0 0 0

    0 0 0 0 0 0 0

    0 0 0 0 0 0 0

    0 0 0 0 0 0 0

    22-Jun 23-Jun 24-Jun 25-Jun 26-Jun 27-Jun 28-Jun


    0 0 0 0 0 0 0

    JARS MONEY MANAGE


    edit this sheet.

    29-Jun 30-Jun 1-Jul 2-Jul


    Total
    0
    0
    0
    0
    0
    0 0 0 0 0

    0
    0
    0
    0
    0
    0 0 0 0 0
    0 0 0 0 0

    Total
    0
    0
    0
    0
    0
    0
    0
    0
    0
    0
    0
    0
    0
    0
    0
    0
    0
    0
    0 0 0 0 0

    0 Total
    0
    0
    0
    0
    0
    0 0 0 0 0
    0 Total
    0
    0
    0
    0
    0
    0 0 0 0 0

    0 Total
    0
    0
    0
    0
    0
    0 0 0 0 0

    0 Total
    0
    0
    0
    0
    0 0 0 0 0

    Total
    0
    0
    0
    0 0 0 0 0

    29-Jun 30-Jun 1-Jul 2-Jul Total


    0 0 0 0 0

    JARS MONEY MANAGEMENT SYSTEM

    Necessities Account
    Financial Freedom Account
    Long-term Savings Account
    Play Account
    Self Growth
    Give Account
    Unaccounted Flow
    Long-term Savings Account
    Play Account
    Self Growth
    Give Account
    Unaccounted Flow

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