Money Management Forms - Worksheets

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Family Budgeting Worksheet

Use these expense sheets to track your everyday spending. The sheet has expense line items by the month:

  • income coming in
  • expenses for housing and utilities
  • expenses for auto payments and fuel
  • expenses for family care and medicines
  • expenses for food and living supplies
  • expenses for family entertainment and dining out
  • expenses for debt payments and other obligations
  • savings

The budgeting plan references our site at: www.SayEducate.com

File Type: excel worksheet

Debt Management Map

Budgeting Plan (Paper Format)

For those who prefer a simple paper budgeting form, you can download this PDF file with the following budgeting sections:

  • family income
  • housing expenses
  • transportation expenses
  • family care expenses
  • living expenses
  • recreation expenses
  • debt obligations
  • savings

The budgeting plan references our site at: www.SayEducate.com

File Type: pdf

Budgeting Plan

Expense Sheets (Paper Format)

Use these expense sheets to track your everyday spending. The sheet has expense line items by the month:

  • income coming in
  • expenses for housing and utilities
  • expenses for auto payments and fuel
  • expenses for family care and medicines
  • expenses for food and living supplies
  • expenses for family entertainment and dining out
  • expenses for debt payments and other obligations
  • savings

The budgeting plan references our site at: www.SayEducate.com

File Type: pdf

Expense Spending Sheets

Lowering Your Monthly Bills Guide

A collection of input sheets that allow note taking as your look for ways to lower your monthly expenses. The sheets reference our bills section for tips on reducing monthly expenses in the following categories:

  • housing expenses
  • transportation expenses
  • family care expenses
  • living expenses
  • recreation expenses
  • debt obligations

It also provides a section for increase the following categories:

  • income
  • savings

The worksheet references our site at: www.SayEducate.com

File Type: pdf

Lower Your Bills Guide

College Budgeting Worksheet

Parents should sit down with the college-bound children and develop a budgeting spending plan for the upcoming academic year. The budget will help students understand the concepts of money and ways to reduce unnecessary expenses.

The college budgeting worksheet looks at financial aid options, the estimated costs of education, and then runs a cash position so that you know when your student may run out of money. The worksheet also provides space for listing aid sources that can be used for following years when funds are needed for education.

The worksheet references our site at: www.SayStudent.com

File Type: excel worksheet

College Budgeting Plan

Loan Calculators Spreadsheet

Have this loan calculators handy anytime you want to calculate monthly payments, compare two or more loans, estimate your debt payoff options, understand your debt ratio, plus run amortization figures. There are 12 nifty calculators all indexed on an excel spreadsheet that you can download FREE to your desktop.

File Type: excel worksheet

Calculator Worksheet

Loan Amortization Worksheet

How much is your monthly loan payment? How much of your monthly payment pays down the principal and how much of it pays the interest? If you paid an extra $50 per month, how fast can you payoff your loan?

These questions and others can be easily answered with our loan amortization worksheet. It is a simple Excel worksheet with all of the calculations needed to answer payment and payoff amounts. Simply enter your numbers and have it automatically calculate your payoff position.

File Type: excel worksheet

Loan Amortization Worksheet
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