Simple Budget 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.
Download Worksheet
What is the theory behind this worksheet?
Budgeting helps us to be organized in our savings and spending. It is a financial detailed plan you write down to decide how you will manage and spend each month. The purpose is to track the spending, prioritize the needs, and allocate funds to meet short-term and long-term goals.
The theory behind this worksheet includes Cognitive behavioral therapy (CBT) – to address money-related attitudes and behaviors.
How will this worksheet help you?
This worksheet aims to make informed and conscious financial decisions about money, financial management skills, responsible spending habits, goal setting, and planning.
How should you use this worksheet?
You can use this worksheet by simply writing the responses. It would help you to map out your key expenses and plan for weeks and months to come to contribute to your long-term financial goals monthly.
