for charandry only

[AB104: Personal Financial Management] Unit 3

Unit 3 Assignment: Balance Sheet 3.1– Income/Expense

Statement 3.2– Spending Log 1.3 To keep your finances in order, it is important to know where you are now and where you want to be

in the future. Setting goals and creating a budget is necessary for you to keep control of your

finances.

Review the Financial Plan Workbook tutorial for instructions on how to use the Financial

Plan W orkbook.

For this portion of the financial plan you will complete the following in the AB104 Financial Plan

Workbook. Detailed directions are provided in the AB104 Financial Plan W orkbook Exc el file.

 1.3 Daily Spending Log and Summary

 3.1 Balance Sheet

 3.2 Income and Expense Statement

 7.1 Stock Tracker

Review the Final Project Timeline, and the Rubric and Privacy Statement below before starting

this Assignment.

Directions for Submitting Your Assignment:

When you are ready to submit the Assignment, after you have saved the master file, save an

additional copy as Username-AB104 Financial Plan W orkbook-Unit#.xlsx (Example: TAllen- AB104

Financial Plan W orkbook Unit 3.xlsx). Submit the file to the Unit 3: Assignment Dropbox by the end of

Unit 3.

AB104 Unit 3 Assignment: Spending Log 1.3- Balance Sheet 3.1– Income/Expense Statement 3.2

Content (32 points)

Points

Possible

Points

Earned

All sections of the balance sheet 3.1 completed

 Assets entered

 Liabilities entered

 Net W orth computed

10

All sections of the income/expense statement 3.2 completed

 Income

 Expenses

 Calculation of surplus or deficit

10

[AB104: Personal Financial Management] Unit 3

Daily spending log for week three 1.3

 Expenses entered for each day

 Explanation provided for expenses

 Summary completed

12

Total 32

AB104: Privacy Statement

One purpose of this course is to enable you to create your own personal financial plan. Any and all information you submit

will be kept in the strictest confidence. The information will not be used for anything but grading purposes and no files with

your personal information will be kept. If you are not comfortable using your current personal financial information, you can

use projections of how you want your finances to look after graduation or use a multiplier to adjust the numbers.