[TEMPLATE] Financial Planning
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Snapshot Jan, 2018
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Monthly Expenses$ / day
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IncomePrimary job (after tax income)-$1,500-$50.00
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Living ExpensesRent$350.00$11.67
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Electricity$25.00$0.83
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Internet$30.00$1.00
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Phone bill$45.00$1.50
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Public Transit$75.00$2.50
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Taxis / Uber$0.00$0.00
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Laundry$6.00$0.20
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Credit Card Payments$0.00$0.00
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Apartment Insurance$10.00$0.33
<-- insurance is easy to skip, but is a protective moat around your savings
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Health Insurance$60.00$2.00
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CarCar mortgage$0.00$0.00
<-- cars aren't investments, try to minimize investments here and buy used
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Car insurance$0.00$0.00
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Car maintenance$0.00$0.00
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Car Fuel$0.00$0.00
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FoodBreakfasts$100.00$3.33
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Lunches$200.00$6.67
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Dinners$250.00$8.33
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Bars$40.00$1.33
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Coffee$10.00$0.33
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Pet Food$0.00$0.00
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SubscriptionsGym Membership$30.00$1.00
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Spotify / Netflix / Websites / ...$0.00$0.00
<-- be wary of these slowly sapping away your savings!
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Personal Website$10.00$0.33
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Cable$0.00$0.00
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Health CareDoctors$40.00$1.33
<-- when you don't have these expenses, set aside the money for it in preparation
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Eye Care$20.00$0.67
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Dentistry$10.00$0.33
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Pet Medical/Grooming$0.00$0.00
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MiscShopping Mandatory$40.00$1.33
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Shopping Luxury$20.00$0.67
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Donation$10.00$0.33
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Savings AccountsTo Savings Account$80.00$2.67
<-- try to maximize these
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Travel savings$20.00$0.67
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Monthly net $19
<-- tweak your spending to bring this to zero, or a small positive number.
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Net Worth
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AssetsDebts
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CashChecking Acct$0
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Savings Acct 1$0
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Personal Debt / Credit Card Debt
$0
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StocksBrokerage Account$0
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Company 401k$0
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BondsCompany 401k$0
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AssetsHome Assets$0
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Home Liabilities$0
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Net Worth$0
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Savings Goal$5,000
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Years of saving4.2
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