You can always press Enter⏎ to continue
Financial Coaching Budgeting Form

Financial Coaching Budgeting Form

The purpose of this form is to get started on your budget. This is an everchanging number that needs to become part of your daily habits. Upon the completion of this form, we will create a Budgeting Report and send that to you to help you understand your current financial standing.
23Questions
  • 1
    Press
    Enter
  • 2
    Press
    Enter
  • 3
    Press
    Enter
  • 4
    Please use income from Last Month
    Please Select
    • Please Select
    • January
    • February
    • March
    • April
    • May
    • June
    • July
    • August
    • September
    • October
    • November
    • December
    Press
    Enter
  • 5
    Please use income from this year
    Press
    Enter
  • 6
    Enter in the total amount of money expected to come in this month.
    Press
    Enter
  • 7
    Money donated to charitable causes. Includes church tithes.
    1 of 3
    Press
    Enter
  • 8
    Enter in amounts planned to spend on food items.
    1 of 3
    Press
    Enter
  • 9
    Plan to save your money so you have some in the future!
    1 of 4
    Press
    Enter
  • 10
    Enter amounts to get new/replace clothes and clean them for the family.
    1 of 4
    Press
    Enter
  • 11
    Housing payments. Includes rent, mortgages, home repairs, association dues.
    1 of 7
    Press
    Enter
  • 12
    Ensure we can keep the lights on, the water running, and the house heated/cooled.
    1 of 8
    Press
    Enter
  • 13
    Plan out transportation expenses. Put car repair savings, license fees, funds to replace a car here.
    1 of 6
    Press
    Enter
  • 14
    Enter in your medical expenses like medications, doctor's visits, vitamins, etc.
    1 of 7
    Press
    Enter
  • 15
    Plan out personal spending in these categories.
    1 of 18
    Press
    Enter
  • 16
    Time to document all your debt payments.
    1 of 17
    Press
    Enter
  • 17
    Document all insurance payments like life, health, car insurance.
    1 of 8
    Press
    Enter
  • 18
    Time to plan some reasonable fun!
    1 of 3
    Press
    Enter
  • 19
    Make sure that you use your Net Income (Amount after taxes) here.
    Press
    Enter
  • 20
    Press
    Enter
  • 21
    Press
    Enter
  • 22
    Press
    Enter
  • 23
    Our goal is to have a positive number here. If this number isn't positive, our action steps will be to 1) earn more income, 2) spend less, or 3) a combination of both.
    Press
    Enter
  • Should be Empty:
Question Label
1 of 23See AllGo Back
close