Budgetting A Calendar Budget

April 10, 2023 “Creative Sales and Marketing, IT strategies”ACE Management Group

Designed by Stacey L. VernooyPhone: 905-333-5698

ACE_management_group@hotmail.com

The ‘percent’ of happinessA Calendar Budget

January Expenses

The ‘simplified’ accountant

Collecting the ‘rough’ numbers

Filling in the ‘basic’ blanks

January Expenses - Home

Current YTD

Rent -$ -$

Utilities -$ -$

Property Tax -$ -$

Property Insurance -$ -$

TOTAL -$ -$

January Expenses - Odometer

Current YTD

Odometre

TOTAL 0.00 0

January Expenses - Transportation

Current YTD

Transportation

Car Payments -$ -$

Car Insurance -$ -$

Gas -$ -$

Maintenance -$ -$

Public Transportation -$ -$

TOTAL -$ -$

January Expenses - Office

Current YTD

OFFICE EQUIPMENT

Office Space -$ -$

Laptop -$ -$

Cell Phone -$ -$

Phone -$ -$

Stationary Supplies -$ -$

TOTAL -$ -$

January Expenses - Food

Current YTD

Groceries -$ -$

Dining Out -$ -$

TOTAL -$ -$

January Expenses - BeautyCurrent YTD

BEAUTY

Personal Grooming -$ -$

Hair -$ -$

Clothing -$ -$

Dentist -$ -$

Doctor -$ -$

TOTAL -$ -$

January Expenses - Entertainment

Current YTD

Entertainment

Arts -$ -$

Concerts -$ -$

Movies -$ -$

Sports -$ -$

TOTAL -$ -$

January Expenses - SummaryCurrent YTD

Expenses

Home -$ -$

Transportation -$ -$

Office -$ -$

Food -$ -$

Beauty -$ -$

Entertainment -$ -$

TOTAL -$ -$

G r e e t i n g sMonthly Bookkeeping

Service

Now AvailableSee <APT #> for Details …2007

Thank You

Reporting the results

The ‘visual’ communication

January Expenses - Home

Current YTD

Rent -$ -$

Utilities -$ -$

Property Tax -$ -$

Property Insurance -$ -$

TOTAL -$ -$

Current

Utilities

Prop Tax

Prop. Ins

January Expenses - Odometer

Current YTD

Odometre

TOTAL 0.00 0

January Expenses - Transportation

Current YTD

Transportation

Car Payments -$ -$

Car Insurance -$ -$

Gas -$ -$

Maintenance -$ -$

Public Transportation -$ -$

TOTAL -$ -$

Current

CarPaymt

Car Ins

Pub.Transp

January Expenses - Office

Current YTD

OFFICE EQUIPMENT

Office Space -$ -$

Laptop -$ -$

Cell Phone -$ -$

Phone -$ -$

TOTAL -$ -$

Current

OfficeSpace

Laptop

CellPhone

January Expenses - Food

Current YTD

Groceries -$ -$

Dining Out -$ -$

TOTAL -$ -$

Current

Utilities

Prop Tax

Prop. Ins

January Expenses - Beauty

Current YTD

BEAUTY

Personal Grooming -$ -$

Hair -$ -$

Clothing -$ -$

Dentist -$ -$

Doctor -$ -$

TOTAL -$ -$

Current

Pers.Groom

Clothing

January Expenses - Summary

Current YTD

Expenses

Home -$ -$

Transportation -$ -$

Office -$ -$

Food -$ -$

Beauty -$ -$

Entertainment -$ -$

TOTAL -$ -$

Current

Transp.

Office

Beauty

Entertainment

The ‘percent’ of Happiness

What combination of Budgeting and allocating expenses is

adequate and justified ?

Depending on the role …

Transportation

OfficeEquipmentFood

Beauty

Entertainment

Flexibility and the ability to Adapt

Accommodating a change in income or direction

Having the right contacts that can assist

Having the right products in place to support the unexpectedA balance between

home & home / office

The ‘percent’ of HappinessSomething ‘old’ with something ‘new’,

something ‘borrowed’ with something ‘blue’

Good relationships, good contacts, good investment in people

and good creativity with assets on hand

Thank You

Questions, Concerns, Comments

Please confirm with your accountant for specific tax implications

Budgetting A Calendar Budget

Business

Transcript of Budgetting A Calendar Budget

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