Your Path to Savings Worksheet (PDF) - Chase Bank€¦ · YOUR PATH TO SAVINGS . WORKSHEET ....
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STEP 1 START BY SUBTRACTING YOUR FIXED MONTHLY EXPENSES FROM YOUR MONTHLY INCOME TO SEE WHAT YOU HAVE AVAILABLE TO SPEND THIS MONTH Subtract your total fxed expenses YOUR PATH TO SAVINGS WORKSHEET Understand where your money is going. Once you know what you’re spending on all of your weekly expenses, like groceries and entertainment, you may begin to see where you could start saving. STEP 2 THEN CALCULATE WHAT YOU HAVE AVAILABLE TO SPEND ON A WEEKLY BASIS Divide by the number of weeks in the month Amount you have available to spend this week STEP 3 SUBTRACT YOUR WEEKLY EXPENSES. YOU WILL END UP WITH YOUR TOTAL AMOUNT LEFT OVER PER WEEK. ONCE YOU KNOW WHAT YOU ARE SPENDING, YOU CAN LOOK FOR WAYS TO REDUCE SPENDING AND START PUTTING EXTRA MONEY INTO YOUR SAVINGS ACCOUNT. Subtract your weekly expenses Groceries/Food Gas Entertainment Other Expenses: Total amount left over per week CHECK OUT OUR ACCOUNT ALERTS 1 Avoid potential overdrafts and help get more control over your account. With Chase Account Alerts, we’ll text or email you if your balance is low, so you can take action Your monthly income (after taxes) Rent Utilities Car Payment Other Expenses: Amount you have available to spend this month 1 Account Alerts: There is no charge from Chase, but message and data rates may apply. Delivery of alerts may be delayed for various reasons, including service outages affecting your phone, wireless or internet provider; technology failures; and system capacity limitations. Any time you review your balance, keep in mind it may not refect all transactions including recent debit card transactions or checks you have written. A qualifying Chase transfer account is required to transfer funds via text. Chase Text Banking: There is no charge from Chase, but message and data rates may apply. LC-0313PTSDM
Transcript of Your Path to Savings Worksheet (PDF) - Chase Bank€¦ · YOUR PATH TO SAVINGS . WORKSHEET ....
STEP 1 START BY SUBTRACTING YOUR FIXED
MONTHLY EXPENSES FROM YOUR
MONTHLY INCOME TO SEE WHAT YOU
HAVE AVAILABLE TO SPEND THIS MONTH
Subtract your total fixed expenses
YOUR PATH TO SAVINGS WORKSHEET
Understand where your money is going. Once you know what you’re spending on all of your weekly expenses, like groceries and entertainment, you may begin to see where you could start saving.
STEP 2 THEN CALCULATE WHAT YOU HAVE
AVAILABLE TO SPEND ON A WEEKLY BASIS
Divide by the number of weeks in the month
Amount you have available to spend this week
STEP 3 SUBTRACT YOUR WEEKLY EXPENSES.
YOU WILL END UP WITH YOUR TOTAL
AMOUNT LEFT OVER PER WEEK.
ONCE YOU KNOW WHAT YOU ARE
SPENDING, YOU CAN LOOK FOR WAYS
TO REDUCE SPENDING AND START
PUTTING EXTRA MONEY INTO YOUR
SAVINGS ACCOUNT.
Subtract your weekly expenses Groceries/Food
Gas
Entertainment
Other Expenses:
Total amount left over per week
CHECK OUT OUR ACCOUNT ALERTS 1
Avoid potential overdrafts and help get more control over your account. With Chase Account Alerts, we’ll text or email you if your balance is low, so you can take action
Your monthly income (after taxes)
Rent
Utilities
Car Payment
Other Expenses:
Amount you have available to spend this month
1 Account Alerts: There is no charge from Chase, but message and data rates may apply. Delivery of alerts may be delayed for various reasons, including service outages affecting your phone, wireless or internet provider; technology failures; and system capacity limitations. Any time you review your balance, keep in mind it may not reflect all transactions including recent debit card transactions or checks you have written. A qualifying Chase transfer account is required to transfer funds via text.
Chase Text Banking: There is no charge from Chase, but message and data rates may apply. LC-0313PTSDM
