PPL Budgeting Tools

Helpful Budgeting Tools Created by PPL

  • Budget Tracking Categories Use these categories to help you include all expenses when filling out your monthly budget.
  • Budget Worksheet Download this Excel spreadsheet to help create a monthly budget.
  • Weekly Spending Tracker Use this form to track monthly spending.
  • Wheel of Money Use this form to look at each area of your financial situation and rate your current level of  satisfaction.
  • Balance Sheet Download this Excel spreadsheet to calculate your total net worth.
  • Credit Card Payment Plan Download this Excel spreadsheet to keep track of your credit card payments.


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