Budget Forms/Process
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Budget Forms and Process

Use the following forms to set up a budget on your own. First, begin tracking every purchase you make throughout the month using the Monthly Budget. Next, use the Budget Estimator and Percentage Guide to plan the first months budget. Then, after the first month, reconcile the expenses you have recorded against the plan; make adjustments as necessary for the next month. Finally, use the Debt List and Repayment Schedule to map out a strategy to pay off your consumer debts. Also, the Estate Organizer and Financial Goals can help you make short and long-term plans for your finances ... Let us know how we can help!

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