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Personal Financial Plan Template

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					                   PERSONAL FINANCIAL PLAN (BUDGET)


EARNINGS                      100% $                   HOUSEHOLD / PERS.(10-15%)   ______%
                                                       FOOD                                    $ ______________
GIVING (10%)                _____ %   $                BEAUTY                                  $ ______________
                                                       LAUNDRY                                 $ ______________
SAVING (10%)                _____ %   $                BOOKS, TAPES, CD'S                      $ ______________
                                                       GIFTS                                   $ ______________
REPAYING (TARGET 0%)        _____ %   $                CLOTHING                                $ ______________
                                                       EDUCATION                               $ ______________
TAX W/H & PAYMENTS (15-25%) _____ %   $                LESSONS                                 $ ______________
                                                       ALLOWANCE                               $ ______________
ENJOYING                    _____ %   $                CHILD SUPPORT                           $ ______________
                                                       OTHER                                   $ ______________
HOUSING (20-30%)            ______%                    TOTAL                                 $                0
MORTGAGE / RENT                        $___________
       TAXES                           $___________    PROF. SERVICES (3-7%)       ______%
       INSURANCE                       $___________    CHILD CARE                              $ ______________
      ASSOC. DUES                      $___________    MEDICAL / DENTAL                        $ ______________
MAINTENANCE                            $___________    PRESCRIPTIONS                           $ ______________
INSURANCE                              $___________    LEGAL                                   $ ______________
ELECTRICAL                             $___________    COUNSELING                              $ ______________
GAS                                    $___________    PROF. DUES                              $ ______________
WATER                                  $___________    OTHER                                   $ ______________
GARBAGE                                $___________    TOTAL                                 $                0
TELEPHONE                              $___________
FURNISHINGS                            $___________    ENTERTAINMENT (4-6%)        ______%
OTHER                                  $___________    DINING OUT                              $ ______________
TOTAL                                 $           0    LUNCH / SNACKS                          $ ______________
                                                       MOVIES / EVENTS                         $ ______________
TRANSPORTATION (7-13%)      ______%                    BABYSITTING                             $ ______________
CAR PAYMENT                             $___________   VACATION / TRIPS                        $ ______________
CAR PAYMENT                             $___________   LOTTERY / GAMBLING                      $ ______________
INSURANCE                               $___________   CABLE TV                                $ ______________
LICENSE / REGISTRATION                  $___________   HEALTH CLUB / HOBBIES                   $ ______________
GAS                                     $___________   OTHER                                   $ ______________
MAINTENANCE                             $___________   TOTAL                                 $                0
OTHER                                   $___________
OTHER                                   $___________
TOTAL                                 $            0   TOTAL EXPENSES (ENJOYING)             $               0

INSURANCE (2-4%)            ______%                    NET INCOME(ENJOYING)                  $               0
LIFE                      $___________
MEDICAL                   $___________   DIFFERENCE   $   0
DENTAL                    $___________
OTHER                     $___________
TOTAL                   $            0


MS Excel / Formulas 2

				
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