Direction: Make a personal financial plan based on short-term and long term goals.

Use the template

sample provide below

Short- Term Target Cost Target date SAVINGS PLAN

Goal Value
Month 1 Month Month Month Month Total
2 3 4 5 Savings
Buy new 750 5 months 200 150 100 200 100 750
shoes

Long Term Target Cost Target date Year 1 Year 2 Year 3 Year 4 Year 5 Total
Goal Value Savings
Savings for 32,000 5 years 9,000 8,000 10,000 5,000 4,000 32,000
my future
Board Exam

BUDGET PLAN Amount

OUTSTANDING CASH INCOME:5,000
EXPENSES
1. Electric bill
2. Water bill
3. Groceries
4. Rice
5. Laundry detergent
6.
Total
Remaining Cash

BUDGET PLAN Amount

OUTSTANDING CASH INCOME:
Rank BUDGET ITEM
1.
2.
3.
4.
5.
6.
Total