Finance 002 Project 2
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In this assignment, you will:
- Develop 3 financial goals based on the S.M.A.R.T. technique
- Your goals will fit into the following categories: short term, intermediate, and long term.
- Download & complete Project 2_Financial Goals Download Project 2_Financial Goals Excel File
Project 3 – Personal Budget
Worth 15 points
In this assignment, you will:
- Determine how you would like to categorize or group your expenses
- Sort and compile your tracked expenses (from Project 1) into these groups
- Download & complete Project 3: BudgetDownload Project 3: Budget
- Blank excel template for Project 3 Download Project 3.
- Once you have recorded your expenses for a 4-week period (Project 1) and created financial goals (Project 2) you will develop a personal budget (Project 3).
- The goal is to create a plan for spending, saving, and investing your money. Use your 4-week expense tracking worksheet to make decisions on where you would like to cut back (ex: eating out, coffee, candy) and where you would like to spend more (ex: toward goals, deposits to savings, school loans).
- Sample Project 3
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