[Question] Looking to Help a Client w/Personal Budget

[Your Virtual Wizard]

I have a client who has asked me to help her with her household budget. She's asked for a chart that I can send to her which lists varying categories that can be filled in with fixed and variable expenses, income, etc. Other than creating this on my own in Excel (which is fine), I wondered if there was something I could download (free) or copy that I can use to fill in the blanks. I've never been asked this before so I'm not sure if something like this is available.

Thank you.

Jan

[ChristinaVOS]

Jan,
I may have a few options I can email you. Hang Tight.

Update-
They are on their way!

[Your Virtual Wizard]

Ok, thanks..I'm hangin' tight...

Jan

[Olinda Services]

This website has a lot of financial planning tools. http://www.crown.org/pamphlets/pdfs/...ndExpenses.pdf. Hope it helps.

[kkaiser]

I have a spreadsheet that has income and expenses summarized for the year. 2 pages - 1st page is expense and monthly chart, 2nd page summarizes income and carries over to 1st on a monthly basis. shoot me an Email and I'll send it to anyone who wants it and let me know if you have any questions.
Kim

[sharnatlanta]

Hi Jan,

Microsoft has a template section that actually contains community-provided (free) templates. The Personal Budget ones are here, and hopefully you will be able to find what you are looking for since there are several. Good luck!

[Your Virtual Wizard]

Thank you all very, very much! I so appreciate your helpful responses. I've got a great variety to choose from.

Thanks again!

Jan