In this assignment, you will continue to record your daily spending to monitor your cash. You will also be setting up goals for your financial future and create a budget to make sure you meet your goals.

In this assignment, you will continue to record your daily spending to monitor your cash. You will also be setting up goals for your financial future and create a budget to make sure you meet your goals.

Review the Financial Plan Workbook tutorial for instructions on how to use the Financial Plan Workbook.

You will complete the following in the MT104 Financial Plan Workbook. Detailed directions are provided in the MT104 Financial Plan Workbook Excel file.

  • 2 Daily Spending Log and Summary
  • 1 Personal Financial Goals
  • 2 Personal Annual Budget
  • 3 Questions Worksheet
  • 1 Stock Tracker

After completing your Excel Worksheets, complete the following questions on sheet 2.3 Questions Worksheet:

Sometimes unexpected events happen in our lives, and cash flow is affected.

  • What would you do if you suddenly lost your job and had no income?
  • How long would you be able to survive financially?
  • Discuss the importance of having a personal financial
  • What could be the long-term effects from this situation?

You will be working on the attached spreadsheet

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