Budget and Save

I have created a Financial “Check up” template designed to give you an idea where you stand with your money. The idea of the template is to see where you are now, and where you can be if you increase your income(s), and decrease your expenses. The goal is to to put the “excess” money straight into your high interest debt (student loans, credit cards, etc), savings/emergency fund, or investments.

You can also use this template just to see where you currently stand by just using Column C.

Key points

-Use your monthly After Tax Income. This is the money that is being directly deposited into your checking after taxes, retirement, and medical expenses are taken out.

-Use monthly expenses.

-Column C is where you currently stand, Column D is for where you want to be after you increase your income, get a second or third source of income, and decrease your expenses. The third column shows your potential earnings/savings.

Financial Check Up

If you need any help, you can email me at pervez@millennialcfo.com and I can walk you through it.


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