First, it gives a snapshot what is current situation by asking you to do Assets, Liabilities, Revenues & Expenses analysis. Then it asks you to summarize your situation. Also ask you what is Money Strategies to reach your Money Goals. This Template worksheet is put inside a central workbook called 'Cstan98 Planning Centre'.
Assets of your current financial status.
Liabilities of your current financial status.
Revenues of your current financial status.
Expenses of your current financial status.
Current situation of your current financial status.
Strategies to improve your current financial status.
Goals setting for your current financial status.
To budget your money without going to debts. Your revenues & expenses should be equal balance. To budget your money to go into savings, your revenues should be greater than your expenses.