Filetype Excel XLS | Posted on 16 Aug 2022 | 3 years ago
Authentication
digital resources
184x Filetype XLS File size 0.18 MB Source: www.ocadu.ca
Sheet 1: 1 Set Goals
| Set Goals | 1 | ||||
| List your goals, when you want them (priority) and their costs | |||||
| How I Want to Feel | Goals | When | Cost | ||
| Home/Finance | Safe, secure, free | Set up emergency fund | 3 years | $3,000.00 | |
| Career/School | |||||
| Relationships | |||||
| Leisure | |||||
| Health/Self | |||||
| Top 4 Savings Goals | 1 | ||||
| 2 | |||||
| 3 | |||||
| 4 | |||||
| Know Your Numbers | 2 | |||||
| Record your bank account, debt and investment information (totals are calculated automatically) | ||||||
| Assets | ||||||
| Bank/Name | Balance | Rate % | Overdraft Limit | Cash Limit | ||
| Accounts | ||||||
| Total | $0.00 | |||||
| Bank/Name | Balance | Rate % | Term (months) | Maturity Value | ||
| Investments | ||||||
| Total | $0.00 | |||||
| Name | Balance | Rate % | ||||
| Other | ||||||
| Total | $0.00 | |||||
| Total Assets | $0.00 | |||||
| Liabilities | ||||||
| Bank/Name | Balance | Rate % | Limit | Min Pay | ||
| Credit Cards | ||||||
| Total | $0.00 | |||||
| Bank/Name | Balance | Rate % | Amortization | Min Pay | ||
| Loans | ||||||
| Total | $0.00 | |||||
| Bank/Name | Balance | Rate % | Limit | Min Pay | ||
| Line of Credit | ||||||
| Total | $0.00 | |||||
| Bank/Name | Balance | Rate % | Limit | Min Pay | ||
| Other | ||||||
| Total | $0.00 | |||||
| Total Liabilities | $0.00 | Net Worth | ||||
| $0.00 | ||||||
| School Year | 2.1 | |||||
| Record your estimated income and expenses for the school year (totals are calculated automatically) | ||||||
| Income | ||||||
| Savings | ||||||
| Scholarships, Bursaries, Grants | ||||||
| Loans | ||||||
| RESPs | ||||||
| Family Support | ||||||
| Per Month | 8 months | |||||
| Job | 8 | $0.00 | ||||
| Total Income | $0.00 | |||||
| Expenses | Per Month | 8 months | ||||
| Tuition & Fees | ||||||
| Books/Supplies | 8 | $0.00 | ||||
| Savings | 8 | $0.00 | ||||
| Rent | 8 | $0.00 | ||||
| Utilities | 8 | $0.00 | ||||
| Debt | 8 | $0.00 | ||||
| Transport | 8 | $0.00 | ||||
| TV/Cell/Net | 8 | $0.00 | ||||
| Groceries | 8 | $0.00 | ||||
| Entertainment | 8 | $0.00 | ||||
| Clothes/Household | 8 | $0.00 | ||||
| Total Expenses | $0.00 | |||||
| Left Over | Income - Expenses | Balance at end of year | $0.00 | |||
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