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Budgeting and recordkeeping are key to spending wisely and saving for what matters most.
Are you interested in budgeting your money, but don’t know where to start? Have you always wondered how you to stick to a budget? Money can be extraordinarily complicated! It is necessary to have in order to survive in life, but if you plan well and plan ahead, you should be able to spend for immediate needs and save for future uses.
Finance ePlanner will help you determine not only how much you need to budget for your yearly expenses, but when and how!
Here is what you’ll find inside
Budgeting guidance and tips
Advice for creating funds to track your money
Monthly Bill/Expenses Schedule
Yearly Expenses Worksheet
Fund Reconciliation Worksheet
Auto Expenses Fund and Worksheet
Charitable Giving Fund and Worksheet
Clothing Fund and Worksheet
Entertainment Fund and Worksheet
Gifts Fund and Worksheet
Home Fund and Worksheet
Medical Fund and Worksheet
Personal Care Fund
Rainy Day Fund
Utilities Fund and Worksheet
Vacation Fund and Worksheet
Bank/Credit Card Information
Charity Donation Lists, Records, and Worksheets
Flexible Spending Accounts Tracker
Tax Form Manager – Income
Tax Form Manager ‐ Deductions
Bill Information Quick List
Bill/Expenses Quick List
Checking Account Register | ListPlanIt.com
Finance ePlanner is an instant PDF download-able product that includes pages both to record each transaction in your checking account and to give you the funds to allow you to stop using a credit card and start saving for major expenses!