One of the first steps in good financial management is to create a budget so that you can monitor your income and expenses. If you would like help creating a budget you can visit Bears for Financial Success, a peer-to-peer financial wellness program on campus, by making an appointment or dropping into their walk-in office hours. Check out their website for current office hours and other resources.
There are various online tools designed to give you a simple way to create a spending plan, keep track of your spending, and help you stay on top of your finances. There are many tools available to choose from, but here are some examples of free apps and websites: Mint, Good Budget, Level Money, and Budgetpulse.
You can also use an Excel spreadsheet to create and track your spending plan. You can create your own or you can download our spending plan template to create a budget and set financial goals. Please keep in mind that if you change the formulas in the spreadsheet, we cannot guarantee the accuracy of your results.