The slide comes with sections on setting financial goals, building a plan, and reviewing status, all of which help in financial planning. With this template, set monetary goals for the month and prepare a checklist for planning your budget. Template 3 - Personal Monetary Planning and Budgeting Checklist So, you can use this template to indicate how much you have spent and compare it against your budget and the difference amounts, and indicate them in the Notes section. On the other hand, living expenses could involve groceries and any other items you may need to buy for a living.

Auto expenses could include those for repairing your car and repaying your loans. Here, you also get additional sections for entering different expenses, such as Auto and Living expenses. This is a top-notch PowerPoint template that showcases difference and notes sections besides the usual Budget and Actual. Template 2 - Personal Financial Planning Template The template can come in handy for computing your total income and expenses as well as your income. You could track your spending on different things, such as paying your electricity, telephone, or internet bills. Income sources could include your or your partner’s salaries, income from house rent, or other sources. You can use the dedicated income section to indicate your income or expense, where you can show what you are spending your money. Our budget worksheet has all the necessary elements for personal budgeting and financial planning. Template 1 - Personal Financial Planning with a Budget Worksheet

However, if you can’t account for your income and expenses, you can use our ready-to-deploy personal budget templates. Personal budgeting doesn’t have to be complicated. Personal budgeting can also help you achieve your financial goals, such as planning for retirement. For instance, you can track your spending and stop yourself from draining your savings. However, personal budgeting can help in many ways. Most people tend to neglect personal budgets as they either find it difficult to create or manage the finances. A budget is a roadmap to securing your financial future.

Sample personal budget plan