Budgeting for the New Year Workshop
This workshop is designed to help you create a budget to track where your money goes every month; once you recognize the ebb and flow of your money, you’ll have a better chance of controlling your expenses, which can lead to paying off debt and saving more for your well-being.
In preparation for the workshop, please create a list of all your expenses (you can list them on the Expense Sheet). Your numbers don’t have to be 100% accurate, but it’s important to get in the habit of using the budget sheet monthly.
Once you complete your Expense Sheet, use these amounts to complete the Budget Sheet. The budget sheet is Excel, and you just fill in the amounts—the formulas should add/subtract for you. You should complete the budget together if you share a household expense with your spouse or partner.