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It helps you figure out how much you can spend and invest.

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Shana Bradtke

Lvl 10
3y ago

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Which worksheet helps you figure out how much you can spend and invest?

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A monthly investment worksheet helps you determine how much you can spend and invest by outlining your income, expenses, and savings goals. It typically includes sections for tracking fixed and variable expenses, along with a calculation of net income after expenses. This allows you to identify surplus funds available for investment. By regularly updating this worksheet, you can adjust your spending habits and maximize your investment potential.


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