This note serves as the central hub for managing, tracking, and planning all financial aspects. It covers personal budgeting, expense tracking, investments, and financial goals.
Overview
- Purpose: Provide a clear overview of financial health and actionable insights for achieving financial stability and growth.
- Scope: Covers income, expenses, savings, investments, and financial planning.
NOTE: This node of the tree has been heavily redacted for privacy. That being said, I think there is value in publishing the resources and templates that I use to manage my finances
Budgeting
Monthly Budget
Annual Budget Summary
Financial Goals
Short-Term Goals (1-2 years)
Long-Term Goals (3+ years)
Investments
Portfolio Overview
Debt Management
Current Debt Overview
| Debt Type | Outstanding Balance | Interest Rate (%) | Payment Plan |
|---|---|---|---|
| Credit Card | $[amount] | [X]% | [E.g., $X/month]. |
| Student Loan | $[amount] | [X]% | [E.g., auto-debit $X]. |
| Mortgage | $[amount] | [X]% | [E.g., monthly payment]. |