Creating a Spending Plan – 9:53

A Spending Plan is another name for a budget – but thinking of it as a ‘spending plan’ which tells your money where you want it to go, rather than a restrictive ‘budget’ helps a lot of people get over the first hurdle of ‘budgeting’.

In this video we will cover why you need a Spending Plan, how to start one and how to organize your money as you go.  We will also cover how to monitor and adjust as ‘life’ happens and some tips for spouse.

Spending Plan (Excel):  Budget Plan_3 Accounts

Spending Plan Blank (PDF): Budget Plan_3 Accounts_PRINT

Spending Plan Sample (PDF): Budget Plan_3 Accounts_SAMPLE

 
(from FMCiC)