Family, Consumer, and Human Development

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  • 18May2013

    Museum is Closed for Reconstruction

    Due to a sidewalk reconstruction project by the…

    18May2013

    Swaner EcoCenter: Saturday Climbing Wall

    Climbing Wall Hours: Saturdays from 1-3 p.m. The Swaner…

    19May2013

    NIFA Halo Tournament

    On April 19 the USU NIFA team will be holding a Halo 4…

    25May2013

    Death & Burial Practices from Around the World at the Museum of Anthropology

    From cremations to burials at sea, each culture has its…

    29May2013

    Swaner EcoCenter: Beaver - Nuisance or Restoration Partner?

    Beaver – Nuisance or Restoration Partner?…

    More events

    Financial Checkup Worksheets

    Tracking Worksheet printable Interactive

    The Tracking Worksheet provides a place to record all income and expenses. The information can be used to fill out the Income and Expense Statement.

    Net Worth Statement printable Interactive

    The Net Worth Statement shows assets, liabilities, and net worth for one point in time. It provides information on what you own, what you owe, and the difference between the two. The Net Worth Statement can also show progress when done annually. It is necessary for the Financial Ratios.

    Income and Expense Statement Interactive

    The Income and Expense Statement shows a picture of income and expenses for one time period.  This statement uses one month as the time period.  It reveals the ability to live within one's means.  The Income and Expense Statement is necessary for the Financial Ratios.

    Financial Ratios printableInteractive

    Financial Ratios are used as measurements of one's financial situation.  They help individuals and families evaluate debt loads and adequacy of savings.  Guidelines are given to help avoid financial problems.  The Net Worth Statement and the Income and Expense Statement are necessary for the Financial Ratios.

    Revolving Savings Account printableInteractive

    A Revolving Savings Account is used to cover irregular expenses that come throughout the year such as car registration, holidays, and more.  The worksheet helps one gather information about irregular expenses and helps determine how much should be taken out of a monthly budget to cover these expenses.

    Retirement Needs printableInteractive

    The Retirement Worksheet provides individuals an estimate of how much they will need to save by retirement and how much they need to save each year to reach that goal.

    Life Insurance printableInteractive

    The Life Insurance Worksheet helps individuals decide if they need life insurance and if so, how much they need.

    Goal Worksheet printableInteractive

    The Goal Worksheet provides space for short-term, intermediate, and long-term goals.  It helps individuals and families look at how much these goals will cost, when they are desired, and how they will be accomplished.

    Budget Worksheet printableInteractive

    A budget can help individuals achieve their financial goals.  The budget worksheet provides a column for the estimated or budgeted amount, the actual amount received or spent, and a column to see the difference between the budgeted and actual amounts.