Budgeting Basics Templates

The templates covered in this course are as follows: Budget, Tax Return Spreadsheet, Balance Sheet, and Financial Goal Setting.

Budget Template

The Budget template will help you to see how much money you get in the hand and where your money goes when paying for your living expenses. 

Budget Benefits:

• You will know how much you are earning (income)
• You will know exactly what your expenses are and where your money goes
• It maybe easier for you to identify where money can be saved, once it is written down
• You have a document that you can refer back to if you are still having problems controlling your expenses

Tax Return Template

This Tax Return template is designed to help you collate all your tax information so that it becomes much easier for you or your Accountant to complete your tax return.  To have access to the Tax Return Template, join the Budgeting Basics Course.

Tax Return Template Benefits:

• Your income and expenditure is itemised
• Some expenses may be claimed against your tax
• Records all financial information into a uniformed format for easy future reference
• Totals amounts to make it easier for you when completing your tax return

Balance Sheet Template

Balance_Sheet_Template.xls - Helps you to record all your assets (the things you own) and liabilities (the debts you need to repay) all onto one spreadsheet. It shows you a clear financial picture of your current money status.

Balance Sheet Template Benefits:

• It gives you an immediate picture of your total equity
• From year to year you can map your progress
• It is documentation that can be used when applying for any Bank borrowings

Financial Goals Template

This template and example shows you how to write down your goals and give some clear and realistic timeframes behind them. It also show that if you break your goals down with specific detail, it will show you that they can be achieved.  To have access to the template, join the Budgeting Basics Course.

The Financial Goals Template is for you to set your SMART (Specific, Measurable, Achievable, Realistic, and Timely) Money Goals.

Financial Goals Template Benefits:

• The template takes you through examples of setting goals
• It gives you some examples of goals
• By following the SMART goal setting process, you are more likely to achieve each goal as it should be realistic
• By documenting your goals, you have a benchmark and you will be able to map your progress