The purpose of this form is to help you compare your monthly budget with your actual income and expenses.

The purpose of this tool is to help you achieve a balance financial live.

You record your desired budget for each category in the “Projected” column. This represents your goal – you’re trying to keep from spending more than this amount. At the end of the month, you record in the “Current” column how much you really spent during the month.

You will receive an EXCEL file immediately after you submit this form. The spreadsheet will help you visualize your situation and make any changes.

If you need any help, one of our counselors can guide you with the process.

 

LET’S START