Question: Each student will build (or utilize an existing) excel program or online program detailing their personal net worth as of January 1st. Further, they are

Each student will build (or utilize an existing) excel program or online program detailing their personal net worth as of January 1st. Further, they are required to develop a monthly budget (cash-in, cash-out) that details personal spending. Lastly detail 3 money savings tips or hints that you are prepared to share with your classmates to help us try and find money to invest and/or to pay down our debts!

Final reports should contain the following headings/categories:
1. Personal Net Worth Statement — as of January 1st
2. Report of monthly spending budget
3. Detailed “SMART” Personal Financial Goal(s) in the preferred framework of the student
(example template attached)
4. 3 money-saving tips or hints.
Any section can be supported with charts, tables, graphs, etc.
- Again, completely acceptable to utilize an existing financial app or program to complete these tasks.

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