3. Budgeting and Measuring Financial Health

Budgeting and Measuring Financial Health

Learning Outcomes

At the completion of this chapter, you will:
 
A. Understand the principles of successful budgeting
B. Develop and implement a budget
C. Calculate your net worth using a personal balance sheet
D. Develop a personal income statement and use it to analyze your spending
E.  Introduce budgeting software
 

Chapter Reading

Please read the chapter on "Budgeting and Measuring Financial Health" (PDF)

 

Slide Presentation

Please click here for the PointPoint slide presentation (PPT) for this chapter, or here for the slides as a PDF.

 

Video

 

Assignments

Here are the assignments for "Budgeting and Measuring Financial Health"

 

Tools

The following learning tools may be helpful with this chapter:

Budgeting Spreadsheet (TT04)

Debt Free Spending Spreadsheet (TT31)

PFP Budgeting Section Template

 

Additional Materials