Monthly Savings Worksheet

The 1DriverAtAtime Monthly Savings Worksheet is the first step in recognizing where you currently spend and the areas you want to cut back your spending in order to add to your Automatic Wealth Building Program. The easiest way to approach this is to use the 1DriverAtAtime Full Monthly Budget and track your monthly credit card charges as well as any other monthly variable expenses that are not ‘needs’ and list those in Step 1. On Step 2 list which items you will cut back on and the amount, you will save monthly. On Step 3 list how much you will automatically transfer from your checking or savings account each month to your investment account(s).