aboutsummaryrefslogtreecommitdiff
path: root/templates/finance
diff options
context:
space:
mode:
Diffstat (limited to 'templates/finance')
-rw-r--r--templates/finance/annual-budget.org25
-rw-r--r--templates/finance/expense-log.org13
-rw-r--r--templates/finance/monthly-budget.org25
3 files changed, 63 insertions, 0 deletions
diff --git a/templates/finance/annual-budget.org b/templates/finance/annual-budget.org
new file mode 100644
index 0000000..a54e3da
--- /dev/null
+++ b/templates/finance/annual-budget.org
@@ -0,0 +1,25 @@
+#+TITLE: Annual Budget Plan - %<%Y>
+#+FILETAGS: :finance:planning:
+
+* Overview
+- Goal: Save $10,000
+- Strategy: Reduce expenses, automate savings
+
+* Income Sources
+| Source | Monthly | Annual |
+|--------------+---------+--------|
+| Primary Job | 3000 | 36000 |
+| Side Work | 500 | 6000 |
+
+* Fixed Expenses
+| Item | Monthly | Annual |
+|--------------+---------+--------|
+| Rent | 1200 | 14400 |
+| Insurance | 200 | 2400 |
+
+* Savings Plan
+- Emergency Fund: $5000
+- Retirement: $3000
+- Other: $2000
+
+* Notes \ No newline at end of file
diff --git a/templates/finance/expense-log.org b/templates/finance/expense-log.org
new file mode 100644
index 0000000..074c34c
--- /dev/null
+++ b/templates/finance/expense-log.org
@@ -0,0 +1,13 @@
+#+TITLE: Expense Log - %<%Y-%m>
+#+FILETAGS: :finance:expenses:
+
+* Expenses
+| Date | Description | Category | Amount | Payment Method |
+|------------+-------------------+-------------+--------+----------------|
+| 2025-06-01 | Groceries | Food | 75.00 | Credit Card |
+| 2025-06-02 | Spotify | Subscription| 10.00 | Debit Card |
+| 2025-06-03 | Coffee | Misc | 3.50 | Cash |
+
+* Totals
+- Monthly Total:
+- Highest Category: \ No newline at end of file
diff --git a/templates/finance/monthly-budget.org b/templates/finance/monthly-budget.org
new file mode 100644
index 0000000..9187a0c
--- /dev/null
+++ b/templates/finance/monthly-budget.org
@@ -0,0 +1,25 @@
+#+TITLE: Monthly Budget - %<%Y-%m>
+#+FILETAGS: :finance:budget:
+
+* Income
+| Source | Amount |
+|--------------+--------|
+| Salary | 3000 |
+| Freelance | 800 |
+| Other | 0 |
+| *Total* | *3800* |
+
+* Expenses
+| Category | Budgeted | Actual | Notes |
+|--------------+----------+--------+---------------------|
+| Rent | 1200 | | |
+| Groceries | 400 | | |
+| Utilities | 150 | | |
+| Internet | 60 | | |
+| Subscriptions| 100 | | |
+| Misc | 200 | | |
+| *Total* | *2110* | | |
+
+* Net Savings
+- Expected: 1690
+- Actual: