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Budgeting Worksheet

When preparing a cash flow budget from scratch, it is difficult to remember everything.  The attached PDF file provides you a form to follow to prepare your own budget.  Just remember to build in allowances for larger items you may only purchase every few years, such as a new car.  For example, if you buy a new car every five years for $20,000, build in $4,000 per year you allow you to save enough for that future purchase.  Likewise for occasional vacations, home renovations, furnishings, etc.

Budgeting worksheet

Blair Corkum, CPA, CA, R.F.P., CFP, CFDS, CLU, CHS holds his Chartered Professional Accountant, Chartered Accountant, Registered Financial Planner, Chartered Financial Divorce Specialist as well as several other financial planning related designations. Blair offers hourly based fee-only personal financial planning, holds no investment or insurance licenses, and receives no commissions or referral fees. This publication should not be construed as legal or investment advice. It is neither a definitive analysis of the law nor a substitute for professional advice which you should obtain before acting on information in this article. Information may change as a result of legislation or regulations issued after this article was written.©Blair Corkum