Free Financial Tracking Template
Financial Tracking
Prepared by: [YOUR NAME], [YOUR COMPANY NAME]
Year: 2053
1. Overview
This financial tracker provides a clear overview of income, expenses, and savings goals for Household Budget Management in 2053. It ensures accountability and helps streamline financial planning.
2. Income Summary
|
Source |
Amount (in USD) |
Date Received |
|---|---|---|
|
Salary |
120,000 |
01/15/2053 |
|
Freelance Projects |
10,000 |
01/25/2053 |
|
Rental Income |
8,000 |
01/10/2053 |
Total Income: $138,000
3. Expense Summary
|
Category |
Amount (in USD) |
Date |
|---|---|---|
|
Rent |
36,000 |
01/01/2053 |
|
Groceries |
6,000 |
01/12/2053 |
|
Utilities |
5,000 |
01/05/2053 |
Total Expenses: $47,000
4. Savings and Investments
|
Account/Goal Name |
Amount Saved (in USD) |
Target Goal |
|---|---|---|
|
Retirement Fund |
30,000 |
500,000 |
|
Emergency Fund |
10,000 |
50,000 |
|
Vacation Fund |
2,500 |
10,000 |
5. Notes and Remarks
-
Savings are on track for long-term goals; however, an increase in the emergency fund is advisable for unforeseen circumstances.
-
Consider allocating a portion of rental income towards investments for diversification.
