![]() The existence of a fiduciary duty does not prevent the rise of potential conflicts of interest. There are no guarantees that working with an adviser will yield positive returns. If you are in need of a detailed budget worksheet with a large variety of budget categories, our Household Budget Worksheet for Excel, Google Sheets or OpenOffice will help you compare your actual spending to your intended budget on a monthly basis. Working with an adviser may come with potential downsides such as payment of fees (which will reduce returns). All investing involves risk, including loss of principal. Best for: People trying to curb their spending who want to be hands-on with their budgeting. This is not an offer to buy or sell any security or interest. We do not manage client funds or hold custody of assets, we help users connect with relevant financial advisors. In each of these categories, SmartAsset calculates the proportion of expenditures typical to your location and indexes those. This budget book also includes a built-in pen loop, ribbon bookmark, bleed-resistant paper, paper pocket, and 109 stickers. The budget is divided into a number of categories: child care, medical care, housing, food, transportation and other. Key Features: The Legend Budget Planner features a compact 5.5 x 8.3 (A5) size and comes in a variety of colors including seashell, purple, hot pink, rose gold, turquoise, and viridian green. SmartAsset does not review the ongoing performance of any RIA/IAR, participate in the management of any user’s account by an RIA/IAR or provide advice regarding specific investments. This tool shows you the average household budget based on the location and income level you select. SmartAsset’s services are limited to referring users to third party registered investment advisers and/or investment adviser representatives (“RIA/IARs”) that have elected to participate in our matching platform based on information gathered from users through our online questionnaire. For a quick and easy budgeting tool in community languages. See FAQs below for instructions on how to print and save your budget. You can quickly track your common monthly budget percentages. This template is one of the best free in-depth budgeting templates. ![]() Use our Excel spreadsheet version if you want to access your budget across multiple devices. Our friends at The Measure of a Plan have a Budget Tracking Tool for Excel and Google Sheets. Securities and Exchange Commission as an investment adviser. This budget template enables you to: work out where your money is going. ![]() SmartAsset Advisors, LLC ("SmartAsset"), a wholly owned subsidiary of Financial Insight Technology, is registered with the U.S. ![]()
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