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Track your expenditures and income

Life’s Financial Journeys

Heading Off to College
Getting Out on Your Own
Blending Two Lives
Having a Child
Emptying the Nest
Entering Retirement
Death of a Life Partner
Military Life

There is no point in setting up a spending plan without figuring out where you stand financially and how much you have been earning and spending in recent months. Then, based on this information, you can move ahead with your plans.

The following resources may assist you in tracking your expenditures and income:

How Much Are You Worth?

Sizing Up Your Financial Situation

Where Does the Money Go?

Tracking Your Monthly Expenses

Getting Out on Your Own Tasks

1. Finding housing
2. Building credit access and usage
3. Reaching financial goals
4. Setting up a spending plan
5. Getting properly insured

Setting up a spending plan Subtasks

1. Track your expenditures and income
2. Decide how much money to spend on each category of expenditures
3. Use your plan as a guide and record your actual expenditures
4. Compare your planned and actual expenditures and make adjustments for the following month

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