financial management project your name here. i work at: ______________________ i am a...
TRANSCRIPT
Financial Management Project
Your name here
I work at: ______________________
I am a _____________________ at ________________________ and make
$ _________ per hour.
I work ________ hours per month.
This presentation will show you my monthly budget, or a plan for how I am going to spend my money.
GROSS PAY - Unit 2
My gross pay per month is
$ _________ .
You can delete this and add an image representing your job here!
HOUSING - Unit 2
Choose one of these and delete the other options.
• I will live at home and will pay $ ______ to help with household expenses.
• I will live alone in House/Apartment Option and spend $ _______.
• I will live with a roommate in House/Apartment Option and spend $ _______ .
GROSS PAY – Amount for Housing
= INCOME LEFT
You can delete this and add an image representing your housing here!
HOUSING - Unit 2
My roommate is paying me $ _______ in rent and to help with bills.
Amount from previous slide + Income from roommate
= INCOME LEFT
**DELETE THIS SLIDE IF YOU DO NOT HAVE A ROOMMATE**
TRANSPORTATION - Unit 2
Choose one of these and delete the other option.
• I will buy the type of car . My car payment will be $ ______ per month.
• I will buy a public transportation pass for $36 per month.
Income left from previous slide – Amount for Transportation
= INCOME LEFT
You can delete this and add an image representing your transportation here!
EDUCATION / TRAINING - Unit 2
Choose one of these and delete the other options.
• I will use my high school diploma to get a job.
• I will take some classes at a community college for $125 per month.
• I will enroll as a student full time in a community college for $350 per month.
Income left from previous slide– Amount for Education /
Training
= INCOME LEFT
You can delete this and add an image representing your education / training here!
FEDERAL & STATE TAXES - Unit 3
Based on my W-2 form:
• I will pay $ ________ per month in federal taxes.
• I will pay $ ________ per month in state taxes.
• I will pay a total of $ _______ in taxes per month.
Income left from previous slide
– Amount for Taxes = INCOME LEFT
• Based on my 1040EZ form:I will expect a refund of $ ________ from the IRS.
• Based on my D-400 form:I will expect a refund of $ ________ from the NC Department of Revenue.
I will store this money away in savings!
UTILITIES - Unit 4
Choose one of the options from your catalog and record here.
• Each month, I will pay my electric bill for a total of $_______ and my water bill for a total of $________.
• Each month, I will pay my cell phone for a total of $________.
Income left from previous slide – Amount for Utilities
= INCOME LEFT
You can delete this and add an image representing your utilities here!
FOOD - Unit 4
Choose one of the options from your catalog and record here.
• My monthly food budget will be $_______.
• My monthly budget for vending machine snacks will be $________.
Income left from previous slide – Amount for Food
= INCOME LEFT
You can delete this and add an image representing your food budget here!
PERSONAL CARE - Unit 4
Choose one of the options from your catalog and record here.
• My monthly hair care budget will be $_______.
• My monthly sundry items budget will be $________. Income left from previous slide
– Amount for Personal Care
= INCOME LEFT
You can delete this and add an image representing your personal care here!
RECREATION - Unit 4
Choose one of the options from your catalog and record here.
My monthly recreation budget will be $_______.
Income left from previous slide – Amount for Recreation
= INCOME LEFT
You can delete this and add an image representing your recreation budget here!
LOANS - Unit 5
Choose one of the options from your catalog and record here.
My monthly furniture loan payment will be $_______.
Income left from previous slide – Amount for Loans
= INCOME LEFT
You can delete this and add an image representing your loan purchase here!
AUTO INSURANCE - Unit 6
Choose one of these and delete the other option.
• I bought the type of car . My auto insurance payment will be $ ______ per month.
• I will buy a public transportation pass and will not have an auto insurance payment.
Income left from previous slide – Amount for Auto Insurance
= INCOME LEFT
You can delete this and add an image representing your auto insurance payment here!
Choose one of these and delete the other option.
• I have bought a house. My home insurance payment will be
$ ______ per month.
• I will rent a house. My renter’s insurance payment will be $ ______ per month.
Income left from previous slide – Amount for Home/Renter’s
Insurance
= INCOME LEFT
You can delete this and add an image representing your home/renter’s insurance payment here!
HOME / RENTER’S INSURANCE - Unit 6