Topics and Learning Objectives

  • Identify income streams and expenses.
  • Classify and bucket expenses that highlight needs and wants.
  • Create a budget by taking an inventory of income and expenses.
  • Develop a sound budget based on needs-savings, living costs, and wants.
  • Apply strategies to monitor and keep to their personal budget.

Marketing Teaser

Only about one third of Americans create and maintain a budget – are you one of them? A budget can help you stay on top of your finances by helping you plan where your money will go instead of wondering where it went.

This short lesson will help you learn more about how to:

  • Identify your income sources as well as your expenses
  • Create a new budget or reevaluate an existing one
  • Apply strategies to monitor your spending and stick to your budget


Post on Twitter

Want to create a budget or looking to update your current one? Try these tips to ensure you’re staying on top of your financial goals: [INSERT LINK]

Post on Facebook/LinkedIn

Do you run out of money before the end of the month? Create a budget so you know where your money is going instead of wondering where it went. Learn how to track your expenses and use our method to calculate a budget that is best for your needs: [INSERT LINK]

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