Personal Financial Worksheets - blank.xls
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Yellow
<-- Suggested to fill in yellow fields. Will autofill respective monthly/annual collumn.
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INCOME
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Category Description Annual
Converted to Monthly
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JobSalary $ - $ -
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Bonus $ - $ -
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Other $ - $ -
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TOTAL Job $ - $ -
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Investments
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Dividends $ - $ -
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Long Term Capital Gains $ - $ -
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Short Term Capital Gains $ - $ -
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TOTAL Investments $ - $ -
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Interest
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Savings $ - $ -
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CD $ - $ -
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Other $ - $ -
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TOTAL Interest $ - $ -
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Real Estate
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Net Cash Flow $ - $ -
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Profit from Sales $ - $ -
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Interest on RE Loans Made $ - $ -
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TOTAL Real Estate $ - $ -
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Other Inc $ - $ -
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TOTAL $ - $ -
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EXPENSES Annual
Converted to Monthly
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Auto
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Car Payment $ - $ -
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Fuel and Oil $ - $ -
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Car Insurance $ - $ -
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Repairs and Tires $ - $ -
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License and Taxes $ - $ -
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TOTAL Auto $ - $ -
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Clothing
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Children $ - $ -
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Adults $ - $ -
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Cleaning/Laundry $ - $ -
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Total Clothing $ - $ -
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Debt Payments
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Credit Card 1 $ - $ -
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Credit Card 2 $ - $ -
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Credit Card 3 $ - $ -
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Credit Cards - others $ - $ -
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Finance Companies $ - $ -
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Student Loan(s) $ - $ -
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Credit Line(s) $ - $ -
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Other $ - $ -
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Total Debt Payments $ - $ -
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Entertainment
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Books/Subscriptions $ - $ -
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CDs $ - $ -
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Vacations $ - $ -
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Other Entertainment $ - $ -
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TOTAL Entertainment $ - $ -
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Food
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Dining Out $ - $ -
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Groceries $ - $ -
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TOTAL Food $ - $ -
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Housing
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Mortgage Principal & Interest $ - $ -
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Home Insurance $ - $ -
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Property Tax $ - $ -
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HOA Maint. Fee $ - $ -
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Maintainence $ - $ -
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Misc $ - $ -
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Upgrades $ - $ -
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Termite bond $ - $ -
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Security $ - $ -
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House Furnishings $ - $ -
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TOTAL Housing $ - $ -
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Insurance
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Life Insurance $ - $ -
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Liability Insurance $ - $ -
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Disability Ins. $ - $ -
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Long term health care $ - $ -
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TOTAL Insurance $ - $ -
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Medical/Health
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Health Insurance $ - $ -
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Dental Insurance $ - $ -
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Doctors Bills $ - $ -
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Dentist $ - $ -
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Prescriptions $ - $ -
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Health Saving Account $ - $ -
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Other Medical $ - $ -
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TOTAL Medical $ - $ -
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