1. The document provides instructions for completing a financial plan budget template in Excel. It prompts the user to identify an annual income, savings goal, housing option, and expenditures to populate the budget table. 2. The user must choose from five savings goals ranging from $1,000 to $50,000 and set a timeline from 1 to 10 years to reach the goal. They also select from three housing options that vary in annual cost. 3. The instructions state to fill in expenditures and use formulas to calculate totals and percentages in the budget table. The totals should equal the annual income and the percentages should sum to 100%.