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Budget Presentation

Budget Presentation. BY: YOUR NAME(S). Profile. Tell us about your family Include Names Ages Occupations Children Marital Status Education Level Residence Any other important info. Profile (delete if needed). Understanding the Paycheck. Gross Income for each person

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Budget Presentation

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  1. Budget Presentation BY: YOUR NAME(S)

  2. Profile • Tell us about your family • Include • Names • Ages • Occupations • Children • Marital Status • Education Level • Residence • Any other important info

  3. Profile (delete if needed)

  4. Understanding the Paycheck • Gross Income for each person • Net income for each person • Medical (if employer provides) • Total Amount of Deductions for each person

  5. Understanding the Paycheck

  6. Saving and Investing • How much if any you were able to save each month • What you plan to do with your savings.

  7. Housing • Image of where you live (See file/folder I gave you) • Rent or Own? • Size in sq. feet • Number of Bedrooms • Number of Bathroom • Brief description including location

  8. Housing • Cost of rent/payment • Total cost paid (buying only) • Down payment (buying) or deposit(renting) • Cost of utilities (buying & renting) • Covered utilities (renting only) • Insurance amount (buying only) • Taxes you pay (buying only) • Repairs & Maintenance • Pets or not? (renting only) • Other (furniture, supplies etc.)

  9. Transportation • Picture of all cars you bought • New or Used • Make and Model • If used what year?

  10. Transportation • Cost of payments (if buying) • Insurance costs • Fuel Costs • Repairs & Maintenance cost • Down payment (if buying) • Interest costs • Describe services if you chose those instead

  11. Food • Which plan was chosen for food at home • Which plan for food away from home • Cost of feeding children? • Include images of the foods included in your plan

  12. Insurance • Health • Cost of coverage • What is covered? (dental, vision etc.) • Who is covered? • Life • Cost of coverage • Amount of coverage • Who is covered • Disability • Cost of coverage • Who is covered

  13. Cost of Raising Children (delete if needed) • Break the costs down into categories and by child name • Example: • Bubba • Clothing $15.99 • Child Care $215.43 • Etc.

  14. Credit Card Statements • Total Amount Owed • Minimum monthly payment

  15. Average Expenditures • List these out along with description and amounts • Example: • Personal Care $15.99 • Education $240 • Etc.

  16. Average Expenditures • Continued if needed

  17. Chance Card • Write description and amount of your card

  18. Reflection • Impressions of your lifestyle • Problems you faced • Positive aspects of your budgets

  19. Reflection • Concerns about your budget • Things you could do to make your budget more manageable • Changes you would make • Other thoughts

  20. Reflection • What are two things you learned as a result of completing this simulation which you will use in your daily life in the next 5 years?

  21. Budget Graph (cut & paste here)

  22. Budget Reflection • What parts of your budget were within the budget range? • What parts of your budget did you overspend?

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