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Thursday, March 16, 2017

Budgeting Income



By this time, you should have accumulated all your financial forensic evidence and are ready to start putting together a budget.  If you have not yet done so, now is the time to get out the checkbook registry, get together all bank and credit card statements, and get ready to assess your income and outgo.

Be sure you have all your credit card statements, loan statements, and any other financial statements or documents together.

It is best to use some type of financial software or even a basic spreadsheet program for this.  If you do not have any of this, Google has Google Sheets, which is a free basic spreadsheet program.  Open Office also provides a free spreadsheet program. Start by listing all your income and/or anticipated income.

 

Gross

Gross income is the total income you produce.  It is everything before any type of deductions are taken out of your check.  You will use this to calculate your tithe and savings plan.

 

Net

Your net income is what you actually receive.  This is what is left over after all your deductions such as federal taxes and Medicare.  Net income is the amount you will actually be able to spend in your budget.

When David was working as a loan officer at a supervised lender, he was taking a loan application when someone told him, regarding their income, “De duck gets more than I do”.  This is a cute statement to state what many of us think about the many deductions from our paychecks we have to endure.

Your income will consist of any salary, hourly wages, or tips you receive.  Also, include wages you earn from anything.

Get this all together and write it down.  Remember to include all income received by both spouses in this calculation.

Gross Income from Salary/Wages------------------------- _______
Tips, etc.----------------------------------------------------- _______
Rents received----------------------------------------------- _______
Royalties received------------------------------------------- _______
Income from second job------------------------------------ _______
Total Gross income----------------------------------------- _______
Less deductions--------------------------------------------- _______
Net Income--------------------------------------------------- _______

Look over all the information you have gathered together.  Do you get interest on any checking or savings accounts?  Do you have any money market accounts, CDs, or other interest-bearing accounts?  If so, list the interest received from these as your income.

Do you have a side job like babysitting, preparing taxes for others, mystery shopping, direct sales (like Avon or Tupperware)? 

Do you have what some people call side hustles like Uber or AirBnB? 

In short, have you listed all sources of income that you receive regularly, even if it is only once or twice per year?

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Please be advised that all the information in this course is provided to educate, enlighten, and broaden your views in life.  The information provided is not a substitute for medical, legal, dietary, financial/accounting, or religious professionals.

Always consult a professional before you act on any of the information you find in this course.  


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Disclaimer

The opinions or advice listed in this blog or website should be used as a place to start only. It is not a substitute for the use of a professional.

Please be sure to consult your attorney, accountant, and/or other professionals with any specific questions.

There is no one right answer to any business question that will cover all circumstances.

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