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IncomePlannedActual
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Salary
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Commission
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Bonus
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Side Hustles
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Other Active Income
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Rental Income
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Total 0.00 0.00
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Expenses
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Savings and InvestmentsPlannedActualDifferenceNeedsPlannedActualDifferenceWantsPlannedActualDifference
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Emergency Fund 0.00 Food & Groceries 0.00 Eating Out 0.00
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Expected Expenses 0.00 Utilities 0.00 Misc/Socials 0.00
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Annual Health Insurance (date) 0.00 Shelter 0.00 Subscriptions 0.00
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License Renewals (date) 0.00 Transportation 0.00 Subscription 1 0.00
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Christmas Shopping (date) 0.00 Insurance 0.00 Subscription 2 0.00
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Annual Prepaid Plan (date) 0.00 Tithes/Donation 0.00 Subscription 3 0.00
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Other Expected Expense (date) 0.00 Education 0.00 Subscription 4 0.00
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Savings 0.00 Remittance 0.00 Subscription 5 0.00
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Trip to Europe 0.00 Debts 0.00 Shopping 0.00
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Savings Goal 2 0.00 Debt 1 0.00 Shopping 1 0.00
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Savings Goal 3 0.00 Debt 2 0.00 Shopping 2 0.00
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Investments 0.00 Debt 3 0.00 Shopping 3 0.00
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Retirement 0.00 0.00 0.00
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Pension 0.00 0.00 0.00
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Child's Education 0.00 0.00 0.00
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Investment Goal 4 0.00 0.00 0.00
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 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
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Expense BreakdownPlannedActualExpense AllocationPlannedActual
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Savings & Investments - - Savings & Invesments#DIV/0!#DIV/0!
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Needs - - Needs#DIV/0!#DIV/0!
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Wants - - Wants#DIV/0!#DIV/0!
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Total - - Total#DIV/0!#DIV/0!
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Remaining - -
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What went well?
Your answer here
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What challenges have you faced?
Your answer here
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What's the best financial decision?
Your answer here
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What can be improved?
Your answer here
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