Reads: 106

Appendix IV – Charts

 

The following charts may be helpful to you for use in organizing and planning your life and finances. They may also be downloaded from my facebook group for free at: https://www.facebook.com/groups/846270103358218

 

 

 

 

WEEKLY TASK ASSESSMENT

       
           

IMPORTANCE

A,B,C

       

URGENCY

HIGH, MED, LOW

     

FLEXIBLE

YES, NO

       
           

TASK

IMPORTANCE

URGENCY

TIME USED (Hrs. per week)

FLEXIBLE

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 
           

Total Time Used

   

0

   
           

Hours in week

   

168

   
           

Open Hours per week

   

 

   

 

 

 

 

MONTHLY BUDGET WORKSHEET

 
         

CATEGORY

FREQUENCY PER YEAR

AMOUNT

MONTHLY

 
         

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Totals

 

 

-

 
         
         

Formulas:

12

X

=X

 
 

1

X

=X/12

 
 

52

X

=X*52/12

 
 

2

X

=X/6

 

 

 

 

 

 

BANK RECONCILIATION WORKSHEET

 
   

Date of Statement

 

Balance per checkbook

 

 

 

Balance per bank statement

 

 

 

Variance

 

 

 

Uncleared checks

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Other differences

 

 

 

 

 

 

 

 

 

 

 

Total differences

 

   

When total differences equal Variance, the bank statement

 

is reconciled.

 

 

 


Submitted: October 01, 2023

© Copyright 2025 josephus2023. All rights reserved.

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