Net Monthly Income: $
(car, house, college, etc.)
Planned Savings/Investments (5%): $ 0
Net Annual Income: $ 0
Long-Term Goal Cost: $
Food for Home
Basic Toiletries (toothpaste, deodorant, etc.)
Extras (fragrance, high-end styling products)
Monthly Expenditures (Needs): $ 0
Money Available for Long-Term Goal (each month): $ 0
Number of Months to Reach Long-Term Goal: 0
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Do you have money to pay for your Needs? What about money for your Wants? Do you remember what the terms Needs and Wants mean? If not,
go to the glossary to review their definitions.
Use this calculator to check your financial standing.
Click on each of the Steps for instructions on
how to complete each part of the worksheet.
Do not use commas when entering values