financial worksheets

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					                                         Budget Worksheet

       Home                                              Monthly Debts
       House Payment or Rent                             Student Loans
       Association                                       IRS/State
       Property Tax                                      credit cards
                         Subtotal             $0.00                          Subtotal        $0.00

       Utilities                                         Other Expenses
       Household Fuel                                    Laundry/Dry Cleaning
       Water/Sewer/Garbage                               Health/Hair/Personal Care
       Phone/Long Distance                               Pet/Veterinary
       Cell Phone/Pager                                  Dues/Membership
                          Subtotal            $0.00                          Subtotal        $0.00

       Necessities                                       Education
       Food/Household Supplies                           Tuition
       Clothing/Seasonal                                 Books/Paper/Pens
       School Lunch                                      Uniforms/Lessons/Sports
       Diapers/Formula                                                      Subtotal         $0.00
       Day Care/Child Support
                          Subtotal            $0.00      Entertainment
                                                         Dining Out
       Transportation                                    Cable TV
       Car Payment/Lease                                 Crafts/Computer
       Insurance                                         Bars/Gambling/Cigarettes
       Fuel                                                                 Subtotal         $0.00
       Repair Allowance
       License/Registration                              Gifts
       Bus Fare                                          savings
                              Subtotal        $0.00      Charitable Contributions
                                                         Holidays/Birthdays
       Insurance (if not out of payroll)                                      Subtotal       $0.00
       Medical/Dental
       Life/Disability
       Home/Renters                                           Total Monthly Expenses:
       Co-Pays
                          Subtotal       $0.00                                             $0.00


                  Hourly Wage:              $0.00

                        Monthly Net Income:
                                  minus (-)
                          Monthly Expenses:                                   $0.00
                                 equals (=)
                  Available Monthly Income:                                   $0.00




                                                                                         Financial Rehab Inc.
Prepared for: a7fb1a62-5f6f-47ea-a7c0-c7622ff27262.xls                                     Copyright 2004(c)
Page 1 of 5                                                                               All Rights Reserved
                                    Setting Financial Goals

                  Use this worksheet to help establish and prioritize your financial goals.


    Short Term (1-4 weeks)
      Goal:

                                                            Estimated        Target           Weekly
                        Objective(s)                           Cost           Date            Amount




                                                   Total:         $0.00                          $0.00


    Medium Term (2-12 months)
      Goal:

                                                            Estimated        Target           Weekly
                        Objective(s)                           Cost           Date            Amount




                                                   Total:         $0.00                          $0.00


    Long Term (more than one year)
      Goal:

                                                            Estimated        Target           Weekly
                        Objective(s)                           Cost           Date            Amount




                                                   Total:         $0.00                          $0.00




                                                                                          Financial Rehab Inc.
Prepared for: a7fb1a62-5f6f-47ea-a7c0-c7622ff27262.xls                                      Copyright 2004(c)
Page 2 of 5                                                                                All Rights Reserved
                                    Setting Financial Goals




                                                              Financial Rehab Inc.
Prepared for: a7fb1a62-5f6f-47ea-a7c0-c7622ff27262.xls          Copyright 2004(c)
Page 3 of 5                                                    All Rights Reserved
                                  Creditor Summary


Client                              Date
Creditor      Balance   Minimum     Payment




Total Debit

Estimated Monthly Payment
                                     Allocation Worksheet

      Use this worksheet to help budget your paychecks by setting up a payment schedule.
      Follow these steps:
                  1. Figure out your net income
                  2. Prioritize primary living expenses
                  3. Fill in the beginning balance and subtract priority expenses
                  4. Start a new column with each new paycheck

      Creditor(s)                         Date           Amount       Date         Amount
      Paycheck




                                      Remaining                   Remaining
                                       Balance:             $0.00 Balance:                 $0.00

      Creditor(s)                         Date           Amount       Date         Amount
      Paycheck




                                      Remaining                   Remaining
                                       Balance:             $0.00 Balance:                 $0.00




                                                                                    Financial Rehab Inc.
Prepared for: a7fb1a62-5f6f-47ea-a7c0-c7622ff27262.xls                                Copyright 2004(c)
Page 5 of 5                                                                          All Rights Reserved

				
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