Financial Management Project

Your name here

I work at: ______________________

I am a _____________________ at ________________________ and make

$ _________ per hour.

I work ________ hours per month.

This presentation will show you my monthly budget, or a plan for how I am going to spend my money.

GROSS PAY - Unit 2

My gross pay per month is

$ _________ .

You can delete this and add an image representing your job here!

HOUSING - Unit 2

Choose one of these and delete the other options.

• I will live at home and will pay $ ______ to help with household expenses.

• I will live alone in House/Apartment Option and spend $ _______.

• I will live with a roommate in House/Apartment Option and spend $ _______ .

GROSS PAY – Amount for Housing

= INCOME LEFT

You can delete this and add an image representing your housing here!

HOUSING - Unit 2

My roommate is paying me $ _______ in rent and to help with bills.

Amount from previous slide + Income from roommate

= INCOME LEFT

**DELETE THIS SLIDE IF YOU DO NOT HAVE A ROOMMATE**

TRANSPORTATION - Unit 2

Choose one of these and delete the other option.

• I will buy the type of car . My car payment will be $ ______ per month.

• I will buy a public transportation pass for $36 per month.

Income left from previous slide – Amount for Transportation

= INCOME LEFT

You can delete this and add an image representing your transportation here!

EDUCATION / TRAINING - Unit 2

Choose one of these and delete the other options.

• I will use my high school diploma to get a job.

• I will take some classes at a community college for $125 per month.

• I will enroll as a student full time in a community college for $350 per month.

Income left from previous slide– Amount for Education /

Training

= INCOME LEFT

You can delete this and add an image representing your education / training here!

FEDERAL & STATE TAXES - Unit 3

Based on my W-2 form:

• I will pay $ ________ per month in federal taxes.

• I will pay $ ________ per month in state taxes.

• I will pay a total of $ _______ in taxes per month.

Income left from previous slide

– Amount for Taxes = INCOME LEFT

• Based on my 1040EZ form:I will expect a refund of $ ________ from the IRS.

• Based on my D-400 form:I will expect a refund of $ ________ from the NC Department of Revenue.

I will store this money away in savings!

UTILITIES - Unit 4

Choose one of the options from your catalog and record here.

• Each month, I will pay my electric bill for a total of $_______ and my water bill for a total of $________.

• Each month, I will pay my cell phone for a total of $________.

Income left from previous slide – Amount for Utilities

= INCOME LEFT

You can delete this and add an image representing your utilities here!

FOOD - Unit 4

Choose one of the options from your catalog and record here.

• My monthly food budget will be $_______.

• My monthly budget for vending machine snacks will be $________.

Income left from previous slide – Amount for Food

= INCOME LEFT

You can delete this and add an image representing your food budget here!

PERSONAL CARE - Unit 4

Choose one of the options from your catalog and record here.

• My monthly hair care budget will be $_______.

• My monthly sundry items budget will be $________. Income left from previous slide

– Amount for Personal Care

= INCOME LEFT

You can delete this and add an image representing your personal care here!

RECREATION - Unit 4

Choose one of the options from your catalog and record here.

My monthly recreation budget will be $_______.

Income left from previous slide – Amount for Recreation

= INCOME LEFT

You can delete this and add an image representing your recreation budget here!

LOANS - Unit 5

Choose one of the options from your catalog and record here.

My monthly furniture loan payment will be $_______.

Income left from previous slide – Amount for Loans

= INCOME LEFT

You can delete this and add an image representing your loan purchase here!

AUTO INSURANCE - Unit 6

Choose one of these and delete the other option.

• I bought the type of car . My auto insurance payment will be $ ______ per month.

• I will buy a public transportation pass and will not have an auto insurance payment.

Income left from previous slide – Amount for Auto Insurance

= INCOME LEFT

You can delete this and add an image representing your auto insurance payment here!

Choose one of these and delete the other option.

• I have bought a house. My home insurance payment will be

$ ______ per month.

• I will rent a house. My renter’s insurance payment will be $ ______ per month.

Income left from previous slide – Amount for Home/Renter’s

Insurance

= INCOME LEFT

You can delete this and add an image representing your home/renter’s insurance payment here!

HOME / RENTER’S INSURANCE - Unit 6