Lesson 3 (Part 1): Personal Finances Worksheet

We're getting hands-on and diving deep into your personal finances. Don't forget to download the worksheet docs! You can find them in the link tab below!

  • Your personal finance sheet is a way for you to record and catalog all of your fixed and variables expenses.
  • You start getting a pretty good idea of what is necessary and what is extra
  • Try to be as detailed as you can be, but know you can always modify and adjust
  • Use the month worksheet to get a rough picture of what a single month looks like in expenses
  • You can then move onto the yearly worksheet to see the bigger picture and trends
  • Remember, once you are done go back and mark which expenses are fixed and which expenses are variable

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Lesson 3 (Part 2): Business Finance Worksheet

In this lesson we are going to be getting into your business expenses. Let's get started!

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Series episodes

Lesson 3 (Part 1): Personal Finances Worksheet
Lesson 1: Introduction
Lesson 1: Introduction
Lesson 2: Start at the Beginning
Lesson 2: Start at the Beginning
Lesson 3 (Part 1): Personal Finances Worksheet
Lesson 3 (Part 1): Personal Finances Worksheet
Lesson 3 (Part 2): Business Finance Worksheet
Lesson 3 (Part 2): Business Finance Worksheet
Lesson 3 (Part 3): Revenue Goal Worksheet
Lesson 3 (Part 3): Revenue Goal Worksheet
Lesson 4: Bringing It All Together
Lesson 4: Bringing It All Together
Lesson 5: The Buckets of Personal Finance
Lesson 5: The Buckets of Personal Finance
Lesson 6: Review and Implementation
Lesson 6: Review and Implementation
Bonus Opportunity
Bonus Opportunity