Financial Assessment - Update As Needed
Use this form to assess your current finances and spending habits. Check off all areas that apply to your spending. Use the "Other" Section below the list provided to note areas not included on the list.

When you are done or want to stop for now, click on the "Submit" button at the bottom of the page.

You may use the results to identify ares to reduce spending. Use the "My Solutions" section to note the items you want to work on, the solutions you try and their success.

You may come back to this assessment and continue to mark off items as you identify new areas and identify new solutions. Look for an email after each time you change your assessment and flag/mark the email so you may find it easily. Just click on the link in the email to edit and update your responses. You may also bookmark the form after the first submission to allow you quick access edit your form.

As you implement solutions and eliminate a spending area, you may un-check the box to reflect that it is no longer a waste item for you.

For budgeting, I highly recommend the Goodbudget application. It uses the envelope method of budgeting and works well. Go to www.goodbudget.com to learn more. (Note: I am not affiliated with Goodbudget nor am I being compensated in any way for recommending them here in my post.)

Privacy Notice: We will not disclose your personal information such as name and email address nor will we share the results of your assessments without your prior authorization.

(This form was created by TheGentleLife.com - Please contact us if you need assistance with this form.)
Email address *
First and Last Name *
Your answer
Current Budget & Spending Areas
Check off all areas for which you budget and spend. Feel free to add items under "Other" not included in the list.
*
Required
Other Budget & Spending Areas Not Listed Above
Your answer
From the items you above, make a note here as to which items ARE NOT necessities.
Your answer
If you could eliminate some of your spending, where would you want to put those extra resources?
My Solutions
Identify the items you want to work on by writing in the name of the spending area and detail the solution you want to try to reduce or eliminate the spending area.

If the item is NOT a necessity, you might want to consider stopping spending in that area.

If the item IS a necessity, you might consider alternatives to reduce your spending or to increase the quality of the good or service as appropriate for you.

You may also track the success of each solution here.
Solution #1
Your answer
Track Success for Solution #1
Not Working For Me
Great Success!
Solution #2
Your answer
Track Success for Solution #2
Not Working For Me
Great Success!
Solution #3
Your answer
Track Success for Solution #3
Not Working For Me
Great Success!
Solution #4
Your answer
Track Success for Solution #4
Not Working For Me
Great Success!
Solution #5
Your answer
Track Success for Solution #5
Not Working For Me
Great Success!
Solution #6
Your answer
Track Success for Solution #6
Not Working For Me
Great Success!
Solution #7
Your answer
Track Success for Solution #7
Not Working For Me
Great Success!
Solution #8
Your answer
Track Success for Solution #8
Not Working For Me
Great Success!
Solution #9
Your answer
Track Success for Solution #9
Not Working For Me
Great Success!
Solution #10
Your answer
Track Success for Solution #10
Not Working For Me
Great Success!
Solution #11
Your answer
A copy of your responses will be emailed to the address you provided.
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