KATHY CALDER HASELMAIER
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Personal Finance

Money Management
Step 3:  Additional Instructions


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Use this Financial Goals Worksheet to start thinking about your financial goals.

Suggestion:  Use pencil (and an eraser as needed) if you print this worksheet because you may want to make changes as your thinking evolves during this project. Feel free to update this information often.
ADDITIONAL INSTRUCTIONS
​If your information doesn’t fit on the “Income and Expenses Worksheet”, feel free to make one of your own that holds more information.

TOTAL Monthly INCOME =         
The total of all items you list in the “Monthly Income” column
(i.e. Add up all of your monthly income)

TOTAL Monthly EXPENSES =     
The total of all items you list in the “Monthly Expenses” column
(i.e. Add up all of your monthly expenses)

MONTHLY CASH SURPLUS =     
Calculate: “Total Monthly INCOME” – “Total Monthly EXPENSES”
If this is a positive number, that is “MONTHLY CASH SURPLUS”
If this is a negative number enter “$0.00”

MONTHLY CASH SHORTFALL =  
Calculate: “Total Monthly EXPENSES” – “Total Monthly INCOME”
If this is a positive number, that is “MONTHLY CASH SHORTFALL”
If this is a negative number enter “$0.00”

Return to 8 Step Process
Kathy Calder Haselmaier   |   Fort Collins, Colorado, USA   |   +1 970 214.7267   |    © 2023
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