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REM Financial Solutions Free Worksheets by qlc15660

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									                    REM Financial
                      Solutions

                                        Free
                          Worksheets
From Chapter of Financial Solutions Workbook


   http://www.financialsolutionsadvisors.com




REM Financial Solutions   http://www.financialsolutionsadvisors.com   Financial Solutions Workbook
                     Income Tracking Worksheet

Fill in all sources of income. Be sure to note the amount and when the money will be received during the
month. Remember that monies that are received randomly should NOT be calculated into your budget
but should be kept aside for savings. All other secure monies can be allocated into your monthly
financial plan.



                 Source of Income                        Date Received        Total Amount Monthly
Primary Employment Income
Secondary Employment Income
Inheritance
Child Support
Alimony
Disability
State Assistance
Property Income
Spouse or Significant Other’s Income
Donations/Gifts
Other
Other
                                       Total Income:

                               Minus Expenditures:

            Total Amount Available for Repayment:




REM Financial Solutions    http://www.financialsolutionsadvisors.com      Financial Solutions Workbook
                            Expenses Worksheet
Record the total amount you now spend in each category below. Remember, to estimate where it is
necessary but be as accurate as possible.

        Expense                How Much                 How Often                 Total Monthly
          Item                ($ Amount)          You Make the Payment              Amount
Household
Rent, Mortgage
Home Insurance
Property Taxes
Electricity
Gas
Water
Sanitation
Telephone
Cable
Internet
Maintenance
Other:
Other:
Automobile
Car Payment – 1
Car Payment – 2
Car Insurance
Gasoline/Fuel
Vehicle Maintenance
Vehicle License/Taxes
Other:
Other Transportation:
Insurance
Life Insurance
Medical Insurance
Other:
Financial Planning
Savings
Retirement
College Savings
Other:




REM Financial Solutions   http://www.financialsolutionsadvisors.com    Financial Solutions Workbook
        Expense                   How Much               How Often              Total Monthly
          Item                   ($ Amount)         You Make the                  Amount
                                                    Payment
Food
Groceries
School Lunches
Eating Out
Other:
Debts:
Credit Card 1
Credit Card 2
Credit Card 3
Loan
Other:
Other:
Medical
Doctor
Doctor
Dentist
Prescription
Other:
Children
School Tuition
Child Care
Activities/Sports
Babysitter
School Supplies
Hair Cuts
Clothing
Allowance
Child Support Paid Out
Other:
Other:
Recreation/Entertainment
Activities
Vacations/Trips
Subscriptions
Club Memberships
Other:




REM Financial Solutions   http://www.financialsolutionsadvisors.com   Financial Solutions Workbook
        Expense                 How Much                How Often                Total Monthly
          Item                 ($ Amount)          You Make the Payment            Amount
Adults
Barber
Beauty Salon
Clothing
Cell Phone
Alimony Paid Out
Toiletries/Cosmetics
Union/Club Dues
Counseling/Therapy
Other:
Other:
Miscellaneous
Pet Food
Pet Care
Cleaning Supplies
Laundry & Supplies
“Paper” Goods
Postage
Film/Photos
Others:
Other:
Gifts
Monetary Donations
Christmas/Holiday
Birthdays/Anniversaries
Cards
Other:

                                           Approximate Total Per Month:      $               .




REM Financial Solutions   http://www.financialsolutionsadvisors.com   Financial Solutions Workbook
                                   List of Creditors
This worksheet is for you to compile a list of bills that are not regular monthly expenses which would go
on your Expenses Worksheet. List all other “One-time” bills in the following order on this worksheet: 1)
   Bad Checks or debts for which you may be prosecuted for, 2) Court Ordered Judgments, 3) Credit
 Unions, 4) Bank or Finance Company Loans, 5) Back Taxes, 6)Credit Cards, 7) Pay Day Loans, 8) Family
                                        and Friends, and 9) Other.

       Creditor              Balance        Payment          Monthly       Months in        Co-Signer
        Name                  Owed          Due Date         Payment        Default




REM Financial Solutions    http://www.financialsolutionsadvisors.com       Financial Solutions Workbook
   The complete downloadable version of the
 Financial Solutions Workbook and Worksheets
           is available for purchase at
   http://www.financialsolutionsadvisors.com


      If you have any questions or would like to
        inquiry about the consulting services of
                          REM Financial Solutions
                 Please contact Mark Erickson at
                                  480-620-4709
                                               or
                                  e-mail Mark at
 mark.erickson@financialsolutionsadvisors.com




REM Financial Solutions   http://www.financialsolutionsadvisors.com   Financial Solutions Workbook

								
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