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  2. Personal budget - Wikipedia

    en.wikipedia.org/wiki/Personal_budget

    In the most basic form of creating a personal budget the person needs to calculate their net income, track their spending over a set period of time, set goals based on the information previously gathered, make a plan to achieve these goals, and adjust their spending based on the plan. [3] There exist many methods of budgeting to help people do ...

  3. How To Create a Personal Financial Plan: Step-by-Step ... - AOL

    www.aol.com/create-personal-financial-plan-step...

    Here’s a step-by-step guide to help you create a financial plan to help you build each paycheck and investment into a retirement plan you can count on. Step 1: Assess Your Current Financial ...

  4. Financial plan - Wikipedia

    en.wikipedia.org/wiki/Financial_plan

    More specifically, a financial plan can also refer to the three primary financial statements (balance sheet, income statement, and cash flow statement) created within a business plan. A financial plan can also be an estimation of cash needs and a decision on how to raise the cash, such as through borrowing or issuing additional shares in a ...

  5. Model audit - Wikipedia

    en.wikipedia.org/wiki/Model_Audit

    Most financial models are produced using spreadsheet software. The model will routinely contain sheets for input data, formulas (the 'workings') which drive the model, and outputs, which are usually in the form of financial statements ( balance sheet , income statement , cash flow statement , etc.).

  6. Financial statement - Wikipedia

    en.wikipedia.org/wiki/Financial_statement

    Financial statements (or financial reports) are formal records of the financial activities and position of a business, person, or other entity. Relevant financial information is presented in a structured manner and in a form which is easy to understand.

  7. Personal finance - Wikipedia

    en.wikipedia.org/wiki/Personal_finance

    Critical areas of personal financial planning, as suggested by the Financial Planning Standards Board, are: [21] Financial position: Financial position is concerned with understanding the personal resources available by examining net worth and household cash flow. Net worth is a person's balance sheet, calculated by adding up all assets under ...

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