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My Financial Plan: Monthly Expenses Amount

The document provides instructions for creating a financial plan to save for an emergency fund. It includes a table to calculate monthly expenses and determine the target amount to save, which should be at least six months' worth of expenses. It then has templates to set savings goals and track planned savings amounts over 12 months, including sources of funds for each month. The overall goal is to create a thorough financial plan to systematically save for an emergency fund.

Uploaded by

Jasmine Morante Antonio
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191 views

My Financial Plan: Monthly Expenses Amount

The document provides instructions for creating a financial plan to save for an emergency fund. It includes a table to calculate monthly expenses and determine the target amount to save, which should be at least six months' worth of expenses. It then has templates to set savings goals and track planned savings amounts over 12 months, including sources of funds for each month. The overall goal is to create a thorough financial plan to systematically save for an emergency fund.

Uploaded by

Jasmine Morante Antonio
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as XLSX, PDF, TXT or read online on Scribd
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My Financial Plan

Instructions: Make your financial plan for preparing your emergency fund. The amount is based on your need
but remember that it should be enough to cover at least six months of your needs.

Start by using the first tool to compute your regular monthly needs and the amount that you need
to save for your Emergency Fund. Fill in the amounts for the items that apply to you. The table will add it auto

MONTHLY EXPENSES AMOUNT


Rent or Housing Amortization Php -
Electric Bill Php -
Water Bill Php -
Association Dues Php -
Internet Bill Php -
Load Php -
Groceries/Wet Market Php -
Daily Allowance for Meals Php -
Transportation Php -
Others 1*: Php -
Others 2*: Php -
Others 3*: Php -
TOTAL Php -
Multiply by 6 or 12 to get the ideal amount for
your Emergency Fund:

Php - x 12

Once you are finished with computing the amount


you need for your Emergency Fund, proceed to
making your Financial Plan using the tool below to
fill in the amounts and sources.

FINANCIAL GOAL Month 1 Month 2 Month 3

Write you financial goal here.


Remember to craft it properly. Php - Php - Php -

W
SOURCE/S: Will it com
For example, if the monthly amount
Source 1
Amount: Php - Php - Php -
Source 2
Amount: Php - Php - Php -
Source 3
Amount: Php - Php - Php -
he amount is based on your needs

amount that you need


y to you. The table will add it automatically.

Write the months that you will save for this financial goal here.
One month per column. The starting month is up to you.
Month 4 Month 5 Month 6 Month 7 Month 8 Month 9
Write down the amounts that you need to save per month here.
The amonts do not have to be uniform.

Php - Php - Php - Php - Php - Php -

Write down the source/s of the amounts and the amounts per source.
Will it come from your salary, side income, bonus, or your turn to draw at paluwagan?
r example, if the monthly amount is Php 6,000 - Php 4,000 can come from your salary and Php 2,000 from your side business income.
Php - Php - Php - Php - Php - Php -

Php - Php - Php - Php - Php - Php -

Php - Php - Php - Php - Php - Php -


Month 10 Month 11 Month 12

Php - Php - Php -

our side business income.


Php - Php - Php -

Php - Php - Php -

Php - Php - Php -

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