Budgetting A Calendar Budget
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![Page 1: Budgetting A Calendar Budget](https://reader034.fdocuments.net/reader034/viewer/2022052617/5481dfa45806b515058b45bc/html5/thumbnails/1.jpg)
April 10, 2023 “Creative Sales and Marketing, IT strategies”ACE Management Group
Designed by Stacey L. VernooyPhone: 905-333-5698
The ‘percent’ of happinessA Calendar Budget
January Expenses
The ‘simplified’ accountant
![Page 2: Budgetting A Calendar Budget](https://reader034.fdocuments.net/reader034/viewer/2022052617/5481dfa45806b515058b45bc/html5/thumbnails/2.jpg)
April 10, 2023 “Creative Sales and Marketing, IT strategies”ACE Management Group
Designed by Stacey L. VernooyPhone: 905-333-5698
Collecting the ‘rough’ numbers
Filling in the ‘basic’ blanks
![Page 3: Budgetting A Calendar Budget](https://reader034.fdocuments.net/reader034/viewer/2022052617/5481dfa45806b515058b45bc/html5/thumbnails/3.jpg)
April 10, 2023 “Creative Sales and Marketing, IT strategies”ACE Management Group
Designed by Stacey L. VernooyPhone: 905-333-5698
January Expenses - Home
Current YTD
HOME
Rent -$ -$
Utilities -$ -$
Property Tax -$ -$
Property Insurance -$ -$
TOTAL -$ -$
![Page 4: Budgetting A Calendar Budget](https://reader034.fdocuments.net/reader034/viewer/2022052617/5481dfa45806b515058b45bc/html5/thumbnails/4.jpg)
April 10, 2023 “Creative Sales and Marketing, IT strategies”ACE Management Group
Designed by Stacey L. VernooyPhone: 905-333-5698
January Expenses - Odometer
Current YTD
Odometre
IN
OUT
TOTAL 0.00 0
![Page 5: Budgetting A Calendar Budget](https://reader034.fdocuments.net/reader034/viewer/2022052617/5481dfa45806b515058b45bc/html5/thumbnails/5.jpg)
April 10, 2023 “Creative Sales and Marketing, IT strategies”ACE Management Group
Designed by Stacey L. VernooyPhone: 905-333-5698
January Expenses - Transportation
Current YTD
Transportation
Car Payments -$ -$
Car Insurance -$ -$
Gas -$ -$
Maintenance -$ -$
Public Transportation -$ -$
TOTAL -$ -$
![Page 6: Budgetting A Calendar Budget](https://reader034.fdocuments.net/reader034/viewer/2022052617/5481dfa45806b515058b45bc/html5/thumbnails/6.jpg)
April 10, 2023 “Creative Sales and Marketing, IT strategies”ACE Management Group
Designed by Stacey L. VernooyPhone: 905-333-5698
January Expenses - Office
Current YTD
OFFICE EQUIPMENT
Office Space -$ -$
Laptop -$ -$
Cell Phone -$ -$
Phone -$ -$
Stationary Supplies -$ -$
TOTAL -$ -$
![Page 7: Budgetting A Calendar Budget](https://reader034.fdocuments.net/reader034/viewer/2022052617/5481dfa45806b515058b45bc/html5/thumbnails/7.jpg)
April 10, 2023 “Creative Sales and Marketing, IT strategies”ACE Management Group
Designed by Stacey L. VernooyPhone: 905-333-5698
January Expenses - Food
Current YTD
FOOD
Groceries -$ -$
Dining Out -$ -$
TOTAL -$ -$
![Page 8: Budgetting A Calendar Budget](https://reader034.fdocuments.net/reader034/viewer/2022052617/5481dfa45806b515058b45bc/html5/thumbnails/8.jpg)
April 10, 2023 “Creative Sales and Marketing, IT strategies”ACE Management Group
Designed by Stacey L. VernooyPhone: 905-333-5698
January Expenses - BeautyCurrent YTD
BEAUTY
Personal Grooming -$ -$
Hair -$ -$
Clothing -$ -$
Dentist -$ -$
Doctor -$ -$
TOTAL -$ -$
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April 10, 2023 “Creative Sales and Marketing, IT strategies”ACE Management Group
Designed by Stacey L. VernooyPhone: 905-333-5698
January Expenses - Entertainment
Current YTD
Entertainment
Arts -$ -$
Concerts -$ -$
Movies -$ -$
Sports -$ -$
TOTAL -$ -$
![Page 10: Budgetting A Calendar Budget](https://reader034.fdocuments.net/reader034/viewer/2022052617/5481dfa45806b515058b45bc/html5/thumbnails/10.jpg)
April 10, 2023 “Creative Sales and Marketing, IT strategies”ACE Management Group
Designed by Stacey L. VernooyPhone: 905-333-5698
January Expenses - SummaryCurrent YTD
Expenses
Home -$ -$
Transportation -$ -$
Office -$ -$
Food -$ -$
Beauty -$ -$
Entertainment -$ -$
TOTAL -$ -$
![Page 11: Budgetting A Calendar Budget](https://reader034.fdocuments.net/reader034/viewer/2022052617/5481dfa45806b515058b45bc/html5/thumbnails/11.jpg)
April 10, 2023 “Creative Sales and Marketing, IT strategies”ACE Management Group
Designed by Stacey L. VernooyPhone: 905-333-5698
G r e e t i n g sMonthly Bookkeeping
Service
Now AvailableSee <APT #> for Details …2007
Thank You
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April 10, 2023 “Creative Sales and Marketing, IT strategies”ACE Management Group
Designed by Stacey L. VernooyPhone: 905-333-5698
Reporting the results
The ‘visual’ communication
![Page 13: Budgetting A Calendar Budget](https://reader034.fdocuments.net/reader034/viewer/2022052617/5481dfa45806b515058b45bc/html5/thumbnails/13.jpg)
April 10, 2023 “Creative Sales and Marketing, IT strategies”ACE Management Group
Designed by Stacey L. VernooyPhone: 905-333-5698
January Expenses - Home
Current YTD
HOME
Rent -$ -$
Utilities -$ -$
Property Tax -$ -$
Property Insurance -$ -$
TOTAL -$ -$
0
10
20
30
40
50
60
Current
Rent
Utilities
Prop Tax
Prop. Ins
![Page 14: Budgetting A Calendar Budget](https://reader034.fdocuments.net/reader034/viewer/2022052617/5481dfa45806b515058b45bc/html5/thumbnails/14.jpg)
April 10, 2023 “Creative Sales and Marketing, IT strategies”ACE Management Group
Designed by Stacey L. VernooyPhone: 905-333-5698
January Expenses - Odometer
Current YTD
Odometre
IN
OUT
TOTAL 0.00 0
0
10
20
30
40
50
60
70
80
90
kms
Feb
![Page 15: Budgetting A Calendar Budget](https://reader034.fdocuments.net/reader034/viewer/2022052617/5481dfa45806b515058b45bc/html5/thumbnails/15.jpg)
April 10, 2023 “Creative Sales and Marketing, IT strategies”ACE Management Group
Designed by Stacey L. VernooyPhone: 905-333-5698
January Expenses - Transportation
Current YTD
Transportation
Car Payments -$ -$
Car Insurance -$ -$
Gas -$ -$
Maintenance -$ -$
Public Transportation -$ -$
TOTAL -$ -$
0
5
10
15
20
25
Current
CarPaymt
Car Ins
Gas
Maint
Pub.Transp
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April 10, 2023 “Creative Sales and Marketing, IT strategies”ACE Management Group
Designed by Stacey L. VernooyPhone: 905-333-5698
January Expenses - Office
Current YTD
OFFICE EQUIPMENT
Office Space -$ -$
Laptop -$ -$
Cell Phone -$ -$
Phone -$ -$
TOTAL -$ -$
0
10
20
30
40
50
60
Current
OfficeSpace
Laptop
CellPhone
Phone
![Page 17: Budgetting A Calendar Budget](https://reader034.fdocuments.net/reader034/viewer/2022052617/5481dfa45806b515058b45bc/html5/thumbnails/17.jpg)
April 10, 2023 “Creative Sales and Marketing, IT strategies”ACE Management Group
Designed by Stacey L. VernooyPhone: 905-333-5698
January Expenses - Food
Current YTD
FOOD
Groceries -$ -$
Dining Out -$ -$
TOTAL -$ -$
0
10
20
30
40
50
60
Current
Rent
Utilities
Prop Tax
Prop. Ins
![Page 18: Budgetting A Calendar Budget](https://reader034.fdocuments.net/reader034/viewer/2022052617/5481dfa45806b515058b45bc/html5/thumbnails/18.jpg)
April 10, 2023 “Creative Sales and Marketing, IT strategies”ACE Management Group
Designed by Stacey L. VernooyPhone: 905-333-5698
January Expenses - Beauty
Current YTD
BEAUTY
Personal Grooming -$ -$
Hair -$ -$
Clothing -$ -$
Dentist -$ -$
Doctor -$ -$
TOTAL -$ -$
0
10
20
30
40
50
60
Current
Pers.Groom
Hair
Clothing
![Page 19: Budgetting A Calendar Budget](https://reader034.fdocuments.net/reader034/viewer/2022052617/5481dfa45806b515058b45bc/html5/thumbnails/19.jpg)
April 10, 2023 “Creative Sales and Marketing, IT strategies”ACE Management Group
Designed by Stacey L. VernooyPhone: 905-333-5698
January Expenses - Summary
Current YTD
Expenses
Home -$ -$
Transportation -$ -$
Office -$ -$
Food -$ -$
Beauty -$ -$
Entertainment -$ -$
TOTAL -$ -$
0
10
20
30
40
50
60
Current
Home
Transp.
Office
Food
Beauty
Entertainment
![Page 20: Budgetting A Calendar Budget](https://reader034.fdocuments.net/reader034/viewer/2022052617/5481dfa45806b515058b45bc/html5/thumbnails/20.jpg)
April 10, 2023 “Creative Sales and Marketing, IT strategies”ACE Management Group
Designed by Stacey L. VernooyPhone: 905-333-5698
The ‘percent’ of Happiness
What combination of Budgeting and allocating expenses is
adequate and justified ?
![Page 21: Budgetting A Calendar Budget](https://reader034.fdocuments.net/reader034/viewer/2022052617/5481dfa45806b515058b45bc/html5/thumbnails/21.jpg)
April 10, 2023 “Creative Sales and Marketing, IT strategies”ACE Management Group
Designed by Stacey L. VernooyPhone: 905-333-5698
Depending on the role …
Home
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
![Page 22: Budgetting A Calendar Budget](https://reader034.fdocuments.net/reader034/viewer/2022052617/5481dfa45806b515058b45bc/html5/thumbnails/22.jpg)
April 10, 2023 “Creative Sales and Marketing, IT strategies”ACE Management Group
Designed by Stacey L. VernooyPhone: 905-333-5698
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
![Page 23: Budgetting A Calendar Budget](https://reader034.fdocuments.net/reader034/viewer/2022052617/5481dfa45806b515058b45bc/html5/thumbnails/23.jpg)
April 10, 2023 “Creative Sales and Marketing, IT strategies”ACE Management Group
Designed by Stacey L. VernooyPhone: 905-333-5698
Thank You
Questions, Concerns, Comments
Please confirm with your accountant for specific tax implications