Category : Spreadsheet.
Topic : Easy budget template. Author : .
Posted : Sun, Jan 16th 2022 06:41 AM.
Format : jpg/jpeg.
I understand how you may feel reluctant to allow an external advisor to delve into the detail of your business. I have had other clients who felt the same way. But all of my other clients found the investment they made was repaid many times over both in their business and their own work life balance. To help you we have produced a free spreadsheet which will allow you to reflect on what you would like to achieve with your business and where you are at present. If you use the spreadsheet it will help you to identify if it would be beneficial to get an external advisor or if you are proceeding in the direction you want. Once you have completed the spreadsheet we will review the results with you if you want at no cost to you.
A good starting point in your quest to make a home budget, is to take stock of your current and recent situation, and list out all your monthly outgoings. If you only do this from memory, there is a chance you will miss one or more important items. You probably have several sources of information on what those regular outgoings are, and whether they are easy to find depends on how well organised you are with your paperwork. It is worth checking back over at least three months bank and credit card statements, and jot down what your regular payments are out of those. At the same time, you can also make a note of items of expenditure that may recur later on.