Financial goals

To live a healthy financial life.

The ability to take control of our spending and decrease our debts.

 To increase our savings. 

To increase confidence in managing my finances and therefore increasing self worth.

 

Income/expenditure

To record all house hold income and expenses both weekly and monthly.

Expenses breakdown

This helps identify expenses that aren’t required.

Monthly bill tracker

To record all the monthly bills 

Weekly bill tracker

To record all the weekly expenses

Taking control of your debts.

Make a list of all debts, confirm amount owed and interest rates.prioritise debts accordingly.

Make a payment plan, record amounts and dates paid.

I’ve created weekly and monthly sheets as how often people get paid differs.

Monthly payment record

Weekly payment record

 

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