[Sticky] Case Study Information

Need a full analysis of your budget? Have debt? Want to know how to optimize your savings and expenses? For educational purposes only.

Have a general budget question? Check out the Budgeting Category.

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Start a ‘new topic’ in the case study thread. Add ‘Case Study’ into your topic title.

Here is the minimal information needed: 

Info: Age range, life circumstances, how many in the family does this support, etc… Please only list what you are comfortable with listing.

Monthly Income:

(If gross income, include deductions; including retirement contributions. Otherwise, list net monthly income sources)

List of Savings (non-sinking fund savings) and after tax investing (Roth IRA, brokerage): 

Sinking Funds & Expenses (the lists below are for guidance, make changes as needed).

List of Sinking Fund Savings:

Birthdays SF
Pets SF
Christmas SF
Clothing SF
Concerts SF
Gifts SF
Halloween SF
New Car SF
Tax Preparation SF
Travel SF
Tattoo/Removal SF
Self Care SF

List of Fixed Costs:

Rent/Mortgage🏡
Utilities 💡
Internet 🧑‍💻
Cellphone 📱
Health/Wellness🧘
MSFT
iTunes
Streaming
Fixed.Buffer
Fixed.Misc

List of Variable expenses:

Groceries 🛒
Eating Out 🍔
Household 🧼
Transportation 🚌
Entertainment🥳
Pet Supplies 🐱
Clothing 👗
Self Care
Shopping
V.Buffer
V.Misc
Cash/ATM
Fun Classes
Charity

Total Income – Total Output = Left over per month: 

Let us know your question(s).