Looking at Your Finances
Using Financial Software
Creating a Budget
Organizing Your Records
Seeking Professional Advice
100
a plan for spending and saving money
What is a budget?
100
conducting business with financial institution over the internet
What is online banking?
100
avoid running out of money evaluate spending set aside savings
Why should you make a budget?
100
for identification for legal proof for loan applications for tax purposes
Why should you keep records?
100
licenses, certifications, or degrees
What are credentials?
200
It shows what you own and what you owe.
What is a balance sheet
200
paying bills electronically over the internet rather than sending it in the mail
What is online bill payment?
200
total amount of money you make
What is gross income?
200
7-10 yrs
How long should you keep tax returns?
200
They help you prepare a will, review documents, enforce a contract, handle complicated tax situations
What is an attorney?
300
Items of value that you own, including money
What is an asset?
300
It helps you budget and keep all of your assets and liabilities together.
What does a financial software help you do?
300
amount of money you make after tax deductions
What is net income
300
you can rent these at banks
What is a safe deposit box?
300
taxes, investment, financial planning
What might an accountant help with?
400
Debt-money you owe
What is a liability?
400
receiving bills over internet
What is online bill presentment?
400
regular payments that don't vary in amount
What is fixed income?
400
put them in long term storage
What is an archive?
400
first hour
What is your favorite class period?
500
The difference between your assets and liabilities.
What is your net worth?
500
expenses that increase or decrease
What are variable expenses?
500
Chip, long version- Chipper
What did Mrs. Miller name her dog?
M
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