Question: Old MathJax webview Old MathJax webview Old MathJax webview kindly complete this assignment . these last two pics are the first two pics. PersonalBudget(1) [Protect

Old MathJax webview

Old MathJax webview
Old MathJax webview

Old MathJax webview Old MathJax webview Old MathJax webview kindly complete this

assignment . these last two pics are the first two pics. PersonalBudget(1)

[Protect Home Insert Page Layout Formulas Data Review View Help Tell me

what you want to do ECTED VIEW Be careful--files from the Internet

can contain viruses. Unless you need to edit, it's safer to stay

in Protected View. Ena > fy B D E G H J

C Name: 1 Date: Building Your Own Financial Plan Goals 1. Determine

how to increase net cash flows in the near future. 2. Determine

how to increase net cash flows in the distant future. Analysis 1.

Prepare your personal cash flow statement. Personal Cash Flow Statement This Month

Income Disposable (after-tax) income Interest on deposits Dividend payments Other: Total Income

kindly complete this assignment .

these last two pics are the first two pics.

Expenses Rent/Mortgage Cable TV/Internet Project Introduction Cash flow Goals Savings Bank Service

$0 Summary Type here to search BH - X 10+ F3 C

PersonalBudget(1) [Protect Home Insert Page Layout Formulas Data Review View Help Tell me what you want to do ECTED VIEW Be careful--files from the Internet can contain viruses. Unless you need to edit, it's safer to stay in Protected View. Ena > fy B D E G H J C Name: 1 Date: Building Your Own Financial Plan Goals 1. Determine how to increase net cash flows in the near future. 2. Determine how to increase net cash flows in the distant future. Analysis 1. Prepare your personal cash flow statement. Personal Cash Flow Statement This Month Income Disposable (after-tax) income Interest on deposits Dividend payments Other: Total Income Expenses Rent/Mortgage Cable TV/Internet Project Introduction Cash flow Goals Savings Bank Service $0 Summary Type here to search BH - X 10+ F3 C F1 F2 L F4 F5 F6 F7 F8 F9 > ** N # 3 % 5 & 7 6 8 ome Insert Page Layout Formulas Data Review View Help Tell me what you want to do TED VIEW Be careful--files from the Internet can contain viruses. Unless you need to edit, it's safer to stay in Protected View. En f F 1 $0 C D E G H Other: Total Income Expenses Rent/Mortgage Cable TV/Internet Utilities (Electricity, Water, Natural Gas) Cellphone Food (Groceries & Restaurant) Life Insurance Health Insurance Clothing Car Expenses (Insurance, Maintenance, Gasoline) Tuition Recreation Other: Total Expenses Net Cash Flows 0 $0 2. Prepare your personal balance sheet. Personal Balance Sheet Assets Project Introduction Cash flow Goals Savings Bank Service Summary Type here to search O Bi CO 17+ F3 X C N FY Y F2 Do F4 F5 F6 F7 F8 F9 * # 3 $ 4 2 % 5 & 7 6 8 ED VIEW Be careful-files from the Internet can contain viruses. Unless you need to edit it's safer to stay in Protected View E E F C D Net Cash Flows G . J $0 2. Prepare your personal balance sheet. Personal Balance Sheet Assets Liquid Assets Cash Chequing account Savings account Other liquid assets Total liquid assets $0 Household Assets Home Car Furniture Other household assets Total household assets $0 Investment Assets Stocks ect Introduction Cash flow Goals Savings Bank Service Summary here to search O X F2 F3 C F4 Y F5 F6 F7 F8 F9 > # 3 2 $ 4 * % 5 & 7 6 0) 8 CTED VIEW Be careful--files from the Internet can contain viruses. Unless you need to edit it's safer to stay in Protected View. D E F G H J Investment Assets Stocks Bonds Mutual funds Other investments Total investment assets $0 Real Estate Residence Vacation home Other Total real estate $0 Total Assets $0 Liabilities and Net Worth Current Liabilities Loans Credit card balance Other current liabilities Total current liabilities ect Introduction $0 Cash flow Goals Savings Bank Service Summary here to search O F2 X F3 C F4 F5 F6 F7 L F8 F9 # 3 $ 4 % 5 * 6 & 7 8 Home Insert Page Layout Formulas PersonalBudget(1) Data OTECTED VIEW Be careful--files from the Internet can contain viruses. Unless you need to edit, it's safer to stay in Protected View. Review View Help Tell me what you want A B C D E F G H 1 J Liabilities and Net Worth Current Liabilities Loans Credit card balance Other current liabilities Total current liabilities $0 Long-Term Liabilities Mortgage Car loan Other long-term liabilities Total long-term liabilities Total Liabilities $0 Net Worth $0 $0 ect Introduction Cash flow Goals Savings Bank Service Summary here to search O F2 + F3 x F4 C F5 B F6 na F7 pp F8 F9 F % 3 & VIEW Be careful-files from the Internet can contain viruses. Unless you need to edit, it's safer to stay in Protected View. Data Review View rsonalBudget(1) [Protec Help Tell me what you want to do A B End C Name: D E F H Date: Building Your Own Financial Plan Goals 1. Set short-term, medium-term, and long-term goals. Analysis 1.Outline a minimum of 1 short-term, 1 medium-term, and 1 long-term financial goa Personal Financial Goals Short-Term Goals (less than 1 year) Medium-Term Goals (1 vear to 5 vears) ect Introduction Cash flow Goals Savings Bank Service here to search Summary II F2 + F3 X F4 C F5 F6 # F7 F8 P F9 3 $ 4 F10 > 0 5 * CO on E 8 ( 9 R T Y U 1 O J lain viruses. Unless you need to edit, it's safer to stay in Prote e me whe fe A B D E 13 14 5 F G H Personal Financial Goals 6 Short-Term Goals (less than 1 year) Medium-Term Goals (1 year to 5 years) Long-Term Goals (5 years or more) Project Introduction Cash flow Goals Savings Bank Service pe here to search Summary O F2 + F3 X F4 C F5 F6 F7 #3 FB $ 4 E F9 % 5 & 7 * 6 F sed Vel - FONTS Data Review View Help Tel me what you want to do IN VIEW Be careful this to the viene che contain vinnes Unless you need to edit it's sales to stay in Potre vie B Name: F H Date: Building Your Own Financial Plan Goals 1. Identify the banking services that are most important to you. 2. Determine which financial institution will provide you with the best banking services Analysis 1. Evaluate what banking services are most important to you with a score of 10 for the most important and 1 for the least. Then evaluate three financial institutions with respect to the services offered; rate the institutions from 5 as the best for that service to 1 as the worst. The template will calculate scores for each institution Banking Services Scorecard YOUR Chartered Bank 1 NamChartered Bank 2 NameCredit Union Name SERVICES OFFERED PRIORITY RANK SCORE RANK SCORE RANK SCORE 1. Hours of operations - evenings, Saturdays 0 0 2. Locations - proximity to work and home 0 0 3. Fees/minimum balance for chequing 0 4. Fees for ABM usage 5. Interest rate on savings accounts 5. Interest rate on chequing accounts lect introduction Cash flow Goals Savings Bank Service Summary ) OOOO o olo olleet 4 here to search o fo BEN View Holy Teleto de LD VIEW Be careful theme can comments you need to saler style ve. Table D E F G O 0 3. Fees/minimum balance for chequing 4. Fees for ABM usage 5. Interest rate on savings accounts 6. Interest rate on chequing accounts 7. VISA/MasterCard available and annual 8. Interest rate on home loans 9. Interest rate on car loans 10. Safety deposit boxes and rental rates TOTAL SCORE FOR EACH INSTITUTION 0 0 0 0 0 ccccccclele 0 Lood 0 0 0 Decisions 1. Describe the services and characteristics that are of prime importance to you in a financial institution, 2. Which of the financial institutions you evaluated is most optimal for your needs? Why? Hect introduction Cash flow Goals Savings Bank Service Summary here to search Jx Did you learn anything helpful with this assignme B. D E E Did you learn anything helpful with this assign Did anything surprise you when conducting res ect Introduction Cash flow Goals un Savings Bank Service Summary Did you learh anything helpful with this assignment? Are you planning to start a savines plan? Did anything surprise you when conducting research? How do your spending/saving habits reflect your values and Vision? Building Your Own What is it? Prepare a realistic budget for a college student outlining expenses and income for a one month period. Complete the worksheet tabs and type your answers directly into the worksheet. Re-save it when the work is done. Please ensure that you follow the same formatting and do not miss any questions. How do I submit it? Save the finished worksheet on your computer with an appropriate name (preferrably with your name and student number). In our Blackboard course, go to Assignments > Personal Budget. When you see a button that says "Browse". The file explorer will pop up and there, you will be able to select your files for upload. Please submit only PDF or Excel files. Any other files will not work and you will be required to re-submit. Be sure to hit submit at the bottom of the page. PersonalBudget(1) [Protected View Home Insert Page Layout Formulas Data Review View Help Tell me what you want to do ROTECTED VIEW Be careful files from the Internet can contain viruses. Unless you need to edit, it's safer to stay in Protected View. Enable Edi fo B Name: D E F G H Date: Building Your Own Financial Plan Goals 1. Estimate how much you will need to save in order to achieve your goals. Analysis 1. Complete the Personal Financial Goals template below. Personal Financial Goals Dollar Amount Priority to Accomplish (Low, Medium, High) Financial Goal Short-Term Goals 1 Goal 1 2 Goal 2 3 Goal 3 Medium-Term Goals 1 Goal 1 2 Goal 2 Project Introduction Cash flow Goals Savings Bank Service Summary Type here to search O IT ro a -7 X t FI F2 FS 64 F5 F6 F7 FB 09 F F9 @ * # 3 2 $ 4 % 5 & 7 6 8 9 W E R T Y U

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