Course Catalog / BMU 040 / Job aid
One Month Money Plan
Fill it in at the start of the month. Check it at the end.
Money in
- ☐ Pay: ______
- ☐ Other money in: ______
- ☐ Total income: ______
Money out
- ☐ Rent or housing: ______
- ☐ Power, water, phone: ______
- ☐ Food at home: ______
- ☐ Gas or bus: ______
- ☐ Wants: ______
- ☐ Total expenses: ______
Left over or short
- ☐ Income minus expenses: ______
- ☐ If short, my change: ______
My one change
- ☐ Want to cut or trim: ______
- ☐ Saves per week: ______
My savings goal
- ☐ Starter goal: ______
- ☐ Weekly amount: ______
- ☐ Auto transfer day: ______
- ☐ My rules for using it: ______
Free help
- ☐ VITA or TCE: IRS VITA Locator Tool or 800 906 9887
- ☐ IRS Free File: irs.gov
- ☐ Never write account numbers or passwords on this page.
Use it
- In 7 days: Check that your automatic transfer is set and your one change is working.
- In 30 days: Compare your real month with your plan, retake the self check, and make next month's plan.
- Put both dates on your calendar now.