Financial Counseling Worksheet
By
HappierTherapy
Free worksheets are currently unavailable in some cases.
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.
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