Budget Template

Names

Occupations

Job 1• Salary• Any benefits? (Company car,

free food, discounted air travel?)

Job 2• Salary• Benefits?

Housing Decision

• House or Apartment• Location• Details (why selected?)• Pictures

Car Decision

• Types of cars• Total price w/ insurance and gas• Pictures• Any notable info (For example, did you pay it

off in August, make a huge down payment to lower monthly payments etc…)

Month 1

• Disposable income• Expense 1• Expense 2• Expense 3• Expense 4• Expense 5…• Total Spent/Saved for the month• Pictures

Month 2

• Disposable income• Expense 1• Expense 2• Expense 3• Expense 4• Expense 5…• Total Spent/Saved for the month• Pictures

Month 3

• Disposable income• Expense 1• Expense 2• Expense 3• Expense 4• Expense 5…• Total Spent/Saved for the month• Pictures

Summary Slide

• Amount saved for the year• Plans for savings• Biggest things you learned