Personal Finances

Name:

University ID: This will be the only information kept for our records

Important Documents: Secure storage to ensure safe keeping and financial health.

Note: Only upload files that will be beneficial to keep track of and have secure.

Add Document

Upload

Income Sources: How many sources of income do you rely on consistently?

Note: This will provide calculated annual income for budgeting purposes.

Name

Frequency

Amount

Usage(%)

Add Source

Expense Report:

Note: List spending from most to least important to ensure you take care of top priorities first.

Details

Frequency

Amount

Payment Date

Add Expense

Financial Accounts: Enter the number of monetary accounts currently open under your name (Includes joint accounts).

Note: We recommend having two checking accounts, one for required spending (bills, housing, etc) and one for discretionary/fun spending, as well as at least one savings account.

Institution

Type

Account #

Purpose

Add Account

Emergency Contacts: Keep a list of your emergency contacts handy.

Note: You may consider sharing with a roommate or best friend in case of emergency.

Name

Relationship

Phone #

Email

Add Contact

Emergency Cash: Have a rational amount of cash on hand in case of emergency.

Note: Save at least enough for a trip home and/or cost of food and gas for two weeks

Monthly Saving:

Note: Value can be changed as you wish but will override if button is pressed.

Annual Gross Income:

Note: This value does not account for taxes.

Encrypt and Save:

Note: Once you download a new save, the password can be used to access all the confidential information herein.

Password

Verify

File Name

Upload Save

Name

Frequency

Amount

Usage(%)

Details

Frequency

Amount

Payment Date

Institution

Type

Account #

Purpose

Name

Relationship

Phone #

Email

Student Financial Services