diff options
Diffstat (limited to 'templates/finance')
-rw-r--r-- | templates/finance/annual-budget.org | 25 | ||||
-rw-r--r-- | templates/finance/expense-log.org | 13 | ||||
-rw-r--r-- | templates/finance/monthly-budget.org | 25 |
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: |