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Lesson 3 (Part 1): Personal Finances Worksheet
We're getting hands-on and diving deep into your personal finances. Don't forget to download the worksheet docs! You can find them in the link tab below!
Episode notes
Monthly Worksheet Download
Yearly Worksheet Download
Buckets of Personal Finance Worksheet
Your personal finance sheet is a way for you to record and catalog all of your fixed and variables expenses.
You start getting a pretty good idea of what is necessary and what is extra
Try to be as detailed as you can be, but know you can always modify and adjust
Use the month worksheet to get a rough picture of what a single month looks like in expenses
You can then move onto the yearly worksheet to see the bigger picture and trends
Remember, once you are done go back and mark which expenses are fixed and which expenses are variable
Click To Download File
Click To Download File
Click To Download File
Up Next
Up next
Lesson 3 (Part 2): Business Finance Worksheet
In this lesson we are going to be getting into your business expenses. Let's get started!
Up next
Up next
Series episodes
Lesson 3 (Part 1): Personal Finances Worksheet
Lesson 1: Introduction
Lesson 1: Introduction
Lesson 2: Start at the Beginning
Lesson 2: Start at the Beginning
Lesson 3 (Part 1): Personal Finances Worksheet
Lesson 3 (Part 1): Personal Finances Worksheet
Lesson 3 (Part 2): Business Finance Worksheet
Lesson 3 (Part 2): Business Finance Worksheet
Lesson 3 (Part 3): Revenue Goal Worksheet
Lesson 3 (Part 3): Revenue Goal Worksheet
Lesson 4: Bringing It All Together
Lesson 4: Bringing It All Together
Lesson 5: The Buckets of Personal Finance
Lesson 5: The Buckets of Personal Finance
Lesson 6: Review and Implementation
Lesson 6: Review and Implementation
Bonus Opportunity
Bonus Opportunity