Financial Counseling Worksheet
By
HappierTherapy
Author bio
The Happier Therapy editorial team is made up of Masters and PhD counselling psychologists. Each worksheet is created by a team member with exposure to and experience in the subject matter. The worksheet then gets reviewed by a more senior editorial member. This is someone with extensive knowledge of the subject matter and highly cited published material.
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What is the theory behind the Financial Counseling worksheet?
The purpose of the Financial counseling worksheet is to help you keep a record of your financial expense and spending every month. We do spend without noticing or recording and in the end we are unable to find where did I spend all this money. Financial counseling worksheets can help you in keeping a record of all your spending and help you maintain your financial situation.
How will this worksheet help you?
This worksheet will help you in the following ways.
- You can keep a record of your spending on food, clothing, transport, housing, medical/health, and saving.
- It will help you in finding the net amount you spent in the whole month.
- You can find out where you spend the most of your money (e.g. it can be food, or housing or transport, etc.)
- With this worksheet, you can identify and create a new saving plan.
How will this worksheet help you?
This is a monthly record-keeping worksheet. You can just keep a record of every spending in their respective category and at the end of the month, you can calculate the net worth. You can keep a check and balance with this worksheet and discuss with your counselor where you need to make changes in order to reach your financial goals.