<aside> 💡 UC Tip: Welcome to the Financial Freedom Starter Pack by Uncovered Conversations. Now, the workshop is over, and it’s time to put your new knowledge into practice! Use these templated resources to help get you started on your personal finance journey—from monthly budgets, to your savings tracker, find everything you need to hit the pavement running. You’ve taken the first step, well done!
</aside>
Opening Account Balance
— This is your Current/Savings Account Balance on the 1st of each month.
Closing Account Balance
— This is your Current/Savings Account Balance on the last day of each month.
Amount Deposited
— This is how much you deposit into your Current/Savings account in any given month.
Amount Spent
— This is how much you spend from your Current/Savings in any given month.
Deposit Amount Leftover
— This is the balance of your Amount Spent. It is calculated as the sum of Amount Deposited
- Amount Spent
.
<aside>
☁️ Calendar: Use this calendar to track when your payments (Direct Debits) are due to come in to or leave your account. Knowing when exactly your account will be debited will help you plan accordingly as you can ensure there is enough money in the account to complete the necessary payments. Alternatively, switch to a Table View
.
</aside>