https://templates.office.com/(Links to an external site.)

Above is a link to Microsoft templates.

1. Categorize THREE months of your actual personal expenses - not income (You can use any three months of your choice). Use this as a basis to build a budget for yourself and look for other areas you might be interested in budgeting or managing in the future.

2. Within Excel or separately in Word, please give your opinion on your personal expenses (too high in certain areas, wish you could save/invest more) and at least a goal you have for the future. Please make that goal SMART - Specific, Measurable, Achievable, Realistic and Time Bound. It can be based on your operational spending or capital spending.