Hands-on Budget Workshop, Service, and Chit-chat
You can come with nothing and it will still be beneficial, but you will be more productive if you can bring as much of the following as possible. You can keep everything as confidential as you wish.
-The amount of income received in March and/or April, and an estimate of the amount for May and for June.
-The amount spent in March and/or April and what it was spent on.
-The value of major assets and liabilities, such as your house, savings, and loans.
-A calculator, laptop, or whatever you use when you do your finances.
There are a few ways you can get your income and expense information if you don’t already track your expenses.
-Collect all bank, credit card, and other account statements for all of your financial accounts for at least a month. You may need to print them if you receive e-statements.
-Collect bills, receipts, checkstubs, and paystubs for a month. Also track cash spending.
-Use your 2008 tax return to estimate your monthly income.
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