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Instructions

Use this worksheet to help you learn how to create and manage a budget.

1. Income

List all sources of income below:

Total Income

Calculate your total income:

2. Expenses

List all monthly expenses below:

Total Expenses

Calculate your total expenses:

3. Budget Summary

Determine if you have a surplus or a deficit:

4. Reflect on Your Budget

What areas can you improve on to save money?

What is your savings goal for the next month?

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