Developing a Budget

It is important for you determine where your money is going each month.  Whether you’re trying to create a personal spreadsheet to better manage your money, saving for retirement or working to achieve other financial goals, establishing a budget is critical. This process takes seven (7) steps and this calculator will help you achieve whatever money goals and objectives you wish to accomplish. Watch the video and use the tool to develop your budget…

Step 1 of 7 - Contact Information

  • Developing a Budget

    You need a way of determining where your money is going each month. Creating a budget with a template can help you feel more in control of your finances and let you save money for your goals. The trick is to figure out a way to track your finances that works for you. The following will enable you to create a budget.
  • Step 1 - Budgeting goals

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