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Jan Feb March April May June July Aug Sept Oct

Income
Salary $800.00 $800.00 $800.00 $800.00 $800.00 $800.00 $800.00 $800.00 $800.00 $800.00
School aid $300.00 $200.00 $250.00 $0.00 $100.00 $50.00 $0.00 $300.00 $400.00 $350.00
Total $1,100.00 $1,000.00 $1,050.00 $800.00 $900.00 $850.00 $800.00 $1,100.00 $1,200.00 $1,150.00
Expenditures
Rent $400.00 $400.00 $400.00 $400.00 $400.00 $400.00 $400.00 $400.00 $400.00 $400.00
Electric $40.00 $50.00 $30.00 $20.00 $10.00 $0.00 $40.00 $30.00 $20.00 $10.00
Utilities $50.00 $40.00 $30.00 $40.00 $30.00 $20.00 $10.00 $50.00 $40.00 $20.00
Cell phone $40.00 $40.00 $50.00 $45.00 $30.00 $20.00 $10.00 $50.00 $40.00 $20.00
Groceries $200.00 $100.00 $0.00 $150.00 $250.00 $300.00 $350.00 $100.00 $150.00 $50.00
Dentist $20.00 $25.00 $0.00 $5.00 $10.00 $55.00 $25.00 $30.00 $35.00 $15.00
Auto $50.00 $45.00 $30.00 $25.00 $15.00 $55.00 $35.00 $25.00 $10.00 $0.00
Internet $35.00 $35.00 $35.00 $35.00 $35.00 $35.00 $35.00 $35.00 $35.00 $35.00
Auto insurance $90.00 $90.00 $80.00 $70.00 $60.00 $50.00 $40.00 $30.00 $20.00 $10.00
Personal care $25.00 $35.00 $25.00 $25.00 $25.00 $25.00 $25.00 $25.00 $25.00 $25.00
Entertainment $100.00 $50.00 $0.00 $100.00 $50.00 $75.00 $90.00 $35.00 $300.00 $250.00
Auto maintenance $50.00 $200.00 $100.00 $20.00 $55.00 $60.00 $46.00 $10.00 $0.00 $79.00
Total $1,100.00 $1,110.00 $780.00 $935.00 $970.00 $1,095.00 $1,106.00 $820.00 $1,075.00 $914.00

Total income $1,100.00 $1,000.00 $1,050.00 $800.00 $900.00 $850.00 $800.00 $1,100.00 $1,200.00 $1,150.00
$1,100.00 $1,110.00 $780.00
Total expenditure $935.00 $970.00 $1,095.00 $1,106.00 $820.00 $1,075.00 $914.00
Difference $0.00 $110.00 $270.00 $135.00 $70.00 $245.00 $306.00 $280.00 $125.00 $236.00
Savings $0.00 $110.00 $160.00 $25.00 $45.00 $290.00 $596.00 $316.00 $191.00 $45.00

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Nov Dec YTD

$800.00 $800.00 $9,600.00


$10.00 $200.00 $2,160.00
$810.00 $1,000.00 $11,760.00

$400.00 $400.00 $4,800.00


$50.00 $40.00 $340.00
$35.00 $25.00 $390.00
$35.00 $25.00 $405.00
$25.00 $0.00 $1,675.00
$10.00 $18.99 $248.99
$15.00 $5.00 $310.00
$35.00 $35.00 $420.00
$40.00 $0.00 $580.00
$25.00 $25.00 $310.00
$125.00 $50.00 $1,225.00
$67.00 $300.00 $987.00
$862.00 $923.99 $11,690.99

$810.00 $1,000.00 $11,760.00


$862.00 $923.99 $11,690.99
$52.00 $76.01 $69.01
$7.00 $69.01 $69.01

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Summary
Income Column1
Salary $9,600.00
School aid $2,160.00
1 2 3 4 5 6 7 8 9 10 11 12 13
Total $11,760.00 14 15 16 17

Expenditures $0.00
Rent $4,800.00
Electric $340.00
Utilities $390.00
Cell phone $405.00
Groceries $1,675.00
Dentist $248.99
Auto $310.00
Internet $420.00
Auto insurance $580.00
Personal care $310.00
Entertainment $1,225.00 Chart Title
Auto maintenance $987.00
Total $11,690.99

Total income $11,760.00


Total expenditure $11,690.99
Difference $69.01
Savings $69.01

Rent Electric Utilities Cell phone


Groceries Dentist Auto Internet
Auto insurance Personal care Entertainment Auto maintenance

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3

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Option 1 Options 2 Options 3 Options 4 Options 5 Goal Seeker
Car price $21,880.00 $11,000.00 $50,000.00 $35,000.00 $3,000.00
Trade-in value $11,000.00 $7,000.00 $11,000.00 $0.00 $1,000.00
Down payment $3,000.00 $0.00 $7,000.00 $1,000.00 $500.00
Rebate $1,000.00 $1,000.00 $0.00 $3,000.00 $500.00
Additional charges $500.00 $0.00 $2,000.00 $1,000.00 $500.00
Amount financed $7,380.00 $3,000.00 $34,000.00 $32,000.00 $1,500.00

Amount financed $7,380.00 $3,000.00 $34,000.00 $32,000.00 $1,500.00


Interest rate $0.11 $0.03 $0.14 $0.22 $0.01
Loan term $48.00 $36.00 $24.00 $12.00 $60.00
Payment amount N/A
Total Interest Paid

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