Budgeting and Measuring Financial Health

Learning Outcomes

At the completion of this chapter, you will:
A. Understand the principles of successful budgeting
B. Develop and implement a budget
C. Calculate your net worth using a personal balance sheet
D. Develop a personal income statement and use it to analyze your spending
E.  Introduce budgeting software

Chapter Reading

Please read the chapter on "Budgeting and Measuring Financial Health" (PDF)


Slide Presentation

Please click here for the PointPoint slide presentation (PPT) for this chapter, or here for the slides as a PDF.





Here are the assignments for "Budgeting and Measuring Financial Health"



The following learning tools may be helpful with this chapter:

Budgeting Spreadsheet (TT04)

Debt Free Spending Spreadsheet (TT31)

PFP Budgeting Section Template


Additional Materials