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Bucket Theory Budget

Responsible personal finance is one of our missions. All to often we see folks who have become overwhelmed as their cash flow has become tighter and tighter to the point of a crisis.

To assist in these situations, to help people who want a better understanding of how to manage and understand their finances, and for those who are just starting out in the working world, we have created an approach to budgeting we call "The "Bucket Theory" of Personal Budgeting ©"


The four primary objectives to this approach to budgeting are:
  1. discuss basic personal financial matters,
  2. provide a framework for you to analyze how much cash you have at your disposal,
  3. provide a framework for you to analyze how you choose to use and spend that cash,
  4. to get you up and running quickly and onto the task of taking control of your cash flow.


The contents of the file are:
Fast Track Start
Budget, what is it good for! Absolutely nothing . . . if you don't use it.
Bucket Theory
Preparing a Budget. It is not for Wimps!
Worksheets and Buckets
Personal and Interactive Data
Data Entry and Analysis
Revolving Debt Payoff
Printing Reports
Conventions used in this Spreadsheet Application
Going Live!
Summary Income and Expenditure Worksheets
Detailed Income and Expenditure Worksheets


The results of your working with this approach will be the identification of the critical issues in your financial affairs and how to correct the problem(s).


At this time, this file is available to you at no cost. We would appreciate your feedback as to your thoughts on the usefulness and relevance of the information and the experience with using this file.

The downloadable file is "IT&A 3 Bucket Theory Budget.xls"


Document
Click Here For IT&A 3 Bucket Theory Budget.xls

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Individual Tax Due Dates | Individual Tax Organizer | Bucket Theory Budget
Business Tax Due Dates | Corporate Tax Organizer
Fiduciary Tax Organizer | Partrnership Tax Organizer
Calendar | Business Expenses | Self Employment Tax
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Chris Peterman, CPA
4833 Spicewood Springs Road Suite 203 Austin, Texas 78759
512-322-2000 ~ fax 349-7255 ~ cell 970-3771
chris@gidibici.com