Debt Action Plan: 5,000

Personal Finance Workbook

Your first step to financial freedom.
Name

First NameLast Name
Email
example@example.com
What is your occupation?
How much savings do you have?
How much emergency funds do you have?
How much is your TOTAL MONTHLY take home pay?
Malinis na. After all deductions
Take Home Pay (Every cut off)

15th / First Cut off30th / Second Cut Off
If you have OT pay, how much is it?

MinimumMaximum
Do you have an HMO?
Housing
Transportation (Car / Motorcycle)
If you're on postpaid plan, when will the contract expire?

MONTHLY EXPENSES: NEEDS

Rows	Item	Cost ($)
Rent / Home loan amortization
Car / motorcyle (monthly amortization)
Electricity / Meralco
Water
Internet
Mobile Load
Postpaid Plan
LPG
Groceries
Public Transportation (1 month)
Fuel
Toll
Parking
Car monthly payments
Laundry
Medicine
Pets

MONTHLY EXPENSES: WANTS / NICE TO HAVE / OTHERS

Rows	Item	Cost ($)
Food Delivery
Dining Out
Shopping
Grooming
Insurance
Netflix
Youtube
Disney +
Max
Other Subscriptions

Add any additional information here / Other expenses not included above
Let's list down all of your debts

Type of loan: Credit card, bank loan, personal loan, utang sa kaibigan, etc

Total Debt amount: Yung natitira na kailangan bayaran

Bank / Institution: Kung hindi formal debt, lagay mo nalang nickname or "person / friend / family"

Monthly minimum due: If cc / loan this should be in your bank statement

DEBT

Rows	1	2	3	4	5
Type of Loan
Total Debt Amount
Bank / Institution
Monthly Minimum Due
Last Payment made
Last payment date
With collections agency? Y/N

Total Debt Amount
Add any additional information here:
If you have an existing money tracker / file, please upload it here

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