Download the interactive budgeting template
Add your personal budget information to the template as you go through the module. Hover over each item in the budgeting template to view a short description of the item.
For the purpose of this module and the budgeting template, your budget period will cover one month.
You will take your completed budgeting template to your in-person counselling session. When you meet with your counsellor you will work together to make sure your budget fits your needs.
The first section of the budgeting template is divided into three main categories:
- income (money coming in);
- expenses (money going out); and,
- savings (money set aside for later use).
The second section of the budgeting template provides a summary of your information from the first section. This summary will help you succeed throughout the budgeting cycle.
You can fill out the budgeting template electronically and email it to your counsellor. Or, if you prefer, you can print it and bring it with you to your in-person session. Either way, the counsellor will need to see your budget for discussion purposes at your next in-person session.
There are many different ways to create a budget and everyone is different. This budgeting template is just one of many available options. For the purposes of this module, please use the budgeting template provided. If you decide that the budgeting template does not work for you, do not give up or get discouraged! Instead, use this activity as a learning experience and then after completing the module, you can look for a different budgeting method that works better for you. You can discuss different options with your counsellor.
Bring your completed budgeting template to your in-person counselling session to discuss and review with your counsellor.