Free Financial Planner Template
Financial Planner
Prepared by: [YOUR NAME]
Company: [YOUR COMPANY NAME]
Income:
-
Monthly Salary: $4,500
-
Other Income: $500
Expenses:
|
Category |
Budgeted Amount |
Actual Amount |
Difference |
|---|---|---|---|
|
Rent/Mortgage |
$1,200 |
$1,200 |
$0 |
|
Utilities & Bills |
$300 |
$320 |
-$20 |
Savings:
-
Monthly Savings Goal: $500
-
Current Savings: $1,500
Notes:
-
Review monthly for adjustments.
-
Track spending habits to improve savings.
Total Income: $5,000
Total Expenses: $2,975
Balance: $2,025
