| Windfall
Planner 66
A planner to help you prioritize and best utilize lump sums of money,
such as tax refunds, inheritance, and insurance settlements.
Multiple
Sales Monthly Planner 67
A place to track all projected, pending, and closing sales for each
month to aid in determining the monthly income amount for the Variable
Income Worksheet or the Monthly Budget Worksheet.
Debt
Payoff Record 71
A schedule for recording the cost and status of revolving charge
accounts and other loans.
Debt
Repayment Worksheet 78
A system for working out a fair share repayment plan for all your
creditors when you limited financial situation prevents you from
paying the minimum amounts due.
Credit
Card Purchase Record 80
A place to record all the expenses charged to your credit cards.
Helps you keep you spending under control and be better prepared
when the bills arrive.
Monthly
Expense Record 84
A record of all money earned and spent each month. A valuable tool
for finding out exactly where you money is going. Very helpful when
establishing a personal budget and deciding which expenses to reduce.
Summary-for-the-Year
Record/End-of-the-Year Tax Information 113
A summary of each month's total income and expenses. Excellent for
measuring you financial progress and making future plans.
PART THREE
Medical
Expense Record 119
A record of mileage, dates, total bills, and reimbursements from
insurance for visits to the doctor, hospital, drugstore, etc. Invaluable
for tax time and personal records.
Flexible
Spending Record 122
A record of all your reimbursable expenses.
Tax-Deductible
Expense Record 124
A convenient record of your various tax-deductible expenses, whether
donations, professional dues, or taxes - all in one place for tax
time.
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Miscellaneous
Expense Record 127
Place to keep additional records needed for taxes or personal use,
such as automobile, child care, and education expenses, and casualty
and theft losses.
Investment/Savings
Record 130
A record of certificates of deposit (CDs), Money market accounts,
stocks, bonds, mutual funds, and other simple investments or savings.
Savings
Activity Record 134
A record of your monthly savings for your emergency, reserve, and
goal funds. Also shows withdrawals and interest earned.
Retirement
Savings Record 135
A record of your regular contributions to various retirement programs.
Child
Support Records 136
A place to record necessary information related to child support,
such as check number, amount, date, arrival date, etc.
Child
Support Payment Record 138
Child
Support Enforcement Record 139
A record of all necessary information if you ever need help from
the Child Support Enforcement Agency.
Child
Visitation Record 139
Subscription
Record 140
A record of all subscriptions (trade journals, magazines, newsletters,
etc.) so you know when you paid and can plan when to renew.
Online
and Mail Order Purchase Record 141
A method for keeping track of various purchases (catalogs, TV Infomercials,
and online stores) that may be so easily forgotten 30 to 60 days
later.
Recommended
Reading 145
Online
Resources 149
Mvelopes®
Personal 151
Index
157
About
the Author 160
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