![]() ![]() These ads are based on your specific account relationships with us. In addition, financial advisors/Client Managers may continue to use information collected online to provide product and service information in accordance with account agreements.Īlso, if you opt out of online behavioral advertising, you may still see ads when you sign in to your account, for example through Online Banking or MyMerrill. If you opt out, though, you may still receive generic advertising. If you prefer that we do not use this information, you may opt out of online behavioral advertising. This information may be used to deliver advertising on our Sites and offline (for example, by phone, email and direct mail) that's customized to meet specific interests you may have. Here's how it works: We gather information about your online activities, such as the searches you conduct on our Sites and the pages you visit. Relationship-based ads and online behavioral advertising help us do that. *You do not have permission to distribute or re-sell the template, so please don't do it.We strive to provide you with information about products and services you might find interesting and useful. ![]() ![]() If you have any questions feel free to contact me. You will receive an Excel Spreadsheet and PDF with guidance. Some of these could also be added as a sub-category, underneath the Miscellaneous tab.Ģ.) Health Insurance and/ or 3.)Life Insurance (If these are deducted directly from your paycheck, you may or may not want to include, if you plan to enter your take-home income after it is deducted). This will really help to pinpoint what your spending habits are, while being able to look at the entire picture.īelow are some optional categories I can add to the main budget tab upon request. All subcategories will sum up in a category summary worksheet. The 4 main categories will appear in the first picture (the main budget tab). You can easily add more sub-categories (directions included). There will be a separate tab/worksheet for 4 main categories of expenses and then within each worksheet you will be able to assign sub-categories (up to 24 to choose from). You will also see the annualized income and expenses when all 12 months are populated. ![]() This saves you time by only having to enter an expense once.Īnother feature that will save you time, is when you have a standard expense that is the same every month, you only have to enter it 1 time and the amount is automatically populated for all 12 months. The workbook contains several tabs/worksheets that are all linked together in the main summary worksheet. This monthly budget spreadsheet is a wonderful tool for you to organize all of your finances. ![]()
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