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Financial Plan

About your Budget

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janeryjhoelleh
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425 views1 page

Financial Plan

About your Budget

Uploaded by

janeryjhoelleh
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
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Janery Jhoelle B.

Heramis
BSED 3 SCIENCE
Educ 9: Building and Enhancing New Literacies Across the Curriculum

Direction:
Make a personal financial plan based on short-term and long-term goals. Use the template sample provided below.
Target SAVINGS PLAN
Short-Term
Cost Target Date Month Total
Goal Month 2 Month 3 Month 4 Month 5
Value 1 Savings
Civil Service 1,000 August
200 200 200 200 200 1,000
exam 2024
OJT Uniform 5,000 December
And Medical 2024 1,000 1,000 1,000 1,000 1,000 5,000
Expenses
Personal Goods 5,000 May 2025 1,000 1,000 1,000 1,000 1,000 5,000
Cellphone 10,000 July 2027 2,000 2,000 2,000 2,000 2,000 10,000
Emergency fund 10,000 June, 2028 2,000 2,000 2,000 2,000 2,000 10,000
Target
Total
Long-Term Goal Cost Target Date Year 1 Year 2 Year 3 Year 4 Year 5
Savings
Value
Saving for
600,000 2028-2033 12,000 12,000 12,000 12,000 12,000 600,000
building a house
Business 50,000 2034-2039 10,000 10,000 10,000 10,000 10,000 50,000
Retirement
500,000 2040-2045 100,000 100,000 100,000 100,000 100,000 500,000
Fund
Becoming
1,000,000 2046-2050 200,000 200,000 200,000 200,000 200,000 1,000,000
financially stable

BUDGET PLAN
Outstanding Cash Income: 800 (weekly)
EXPENSES AMOUNT
1 Transportation 200
2 Lunch 250
3 Snacks 150
4 School Expenses 100
5
6
Total 700
Remaining Cash 100

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