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Budgetting A Calendar Budget


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Executive Summary

A review of the analysis of monthly bookkeeping practices to analyze, control and predict spending habits on a monthly basis. The ability to plan ahead by evaluating existing practices in spending habits.

Rating: Business Non Technical

Published in: Business, Technology
  • The idea is that some people, newer to technology but wanting an explanation to the break downs of spending and how simple real life analysis can help someone feel more advanced, more in control and that would allow them to make individual adjustments in a more sophisticated or general practical way...
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Budgetting A Calendar Budget

  1. 1. The ‘percent’ of happiness A Calendar Budget January Expenses The ‘simplified’ accountant
  2. 2. Collecting the ‘rough’ numbers Filling in the ‘basic’ blanks
  3. 3. January Expenses - Home
  4. 4. January Expenses - Odometer
  5. 5. January Expenses - Transportation
  6. 6. January Expenses - Office
  7. 7. January Expenses - Food
  8. 8. January Expenses - Beauty
  9. 9. January Expenses - Entertainment
  10. 10. January Expenses - Summary
  11. 11. G r e e t i n g s Monthly Bookkeeping Service Now Available See <APT #> for Details … 2007 Thank You
  12. 12. Reporting the results The ‘visual’ communication
  13. 13. January Expenses - Home
  14. 14. January Expenses - Odometer
  15. 15. January Expenses - Transportation
  16. 16. January Expenses - Office
  17. 17. January Expenses - Food
  18. 18. January Expenses - Beauty
  19. 19. January Expenses - Summary
  20. 20. The ‘percent’ of Happiness What combination of Budgeting and allocating expenses is adequate and justified ?
  21. 21. Depending on the role … <ul><li>Flexibility and the ability to Adapt </li></ul><ul><li>Accommodating a change in income or direction </li></ul><ul><li>Having the right contacts that can assist </li></ul><ul><li>Having the right products in place to support the unexpected </li></ul>A balance between home & home / office
  22. 22. The ‘percent’ of Happiness Something ‘old’ with something ‘new’, something ‘borrowed’ with something ‘blue’ Good relationships, good contacts, good investment in people and good creativity with assets on hand
  23. 23. Thank You Questions, Concerns, Comments Please confirm with your accountant for specific tax implications