Planning Retreat
Plan ahead for your weekly planning retreat. List the things that need to be considered or require action in the upcoming week(s).
Financial Planning
Budget
Work out your expenses per pay period and try to keep them below your income.
Savings Worksheet
Chart your savings goals. Set an amount and date for each of your goals. Make your financial dreams come true.
Travel Budget Worksheet
Don’t make assumptions about the cost of travel, do the math! Assign an average to each night’s stay or meals eaten and multiply it times the number of days or nights you’ll be traveling. Stay on budget while traveling.
Expenses Worksheet
Keep track of your expenses by assigning them to a fund. Use this list to work out the amount to put in the fund each pay period to cover those expenses.
Charity Donation Record
Keep track of all of your Goodwill or Salvation Army dropoffs on one handy list and make itemizing donations a breeze.
Bill/Expense Schedule
List everything that must be paid during the month here. Include the Due Date or the Date of Automatic Withdrawal.
Check Record
Don’t lose track of a single check. Keep a numbered list of all the checks you write and assign it a fund for easy reference.
Expense Tracker
Never lose track of an expense. List the expense and note the type of expense immediately after purchase to keep on budget.
Planning Retreat
Plan ahead for your weekly planning retreat. List the things that need to be considered or require action in the upcoming week(s).
New Car Budget Worksheet
Know how much it will cost you before you make such a large purchase. Work out the details on this handy worksheet.
Budget
Work out your expenses per pay period and try to keep them below your income.
Savings Worksheet
Chart your savings goals. Set an amount and date for each of your goals. Make your financial dreams come true.
Travel Budget Worksheet
Don’t make assumptions about the cost of travel, do the math! Assign an average to each night’s stay or meals eaten and multiply it times the number of days or nights you’ll be traveling. Stay on budget while traveling.
Expenses Worksheet
Keep track of your expenses by assigning them to a fund. Use this list to work out the amount to put in the fund each pay period to cover those expenses.
Charity Donation Record
Keep track of all of your Goodwill or Salvation Army dropoffs on one handy list and make itemizing donations a breeze.
Bill/Expense Schedule
List everything that must be paid during the month here. Include the Due Date or the Date of Automatic Withdrawal.
Check Record
Don’t lose track of a single check. Keep a numbered list of all the checks you write and assign it a fund for easy reference.