Pathfinder Guidebook · FYE 100 Module 5 · Financial Planning with Purpose
10 Essential Skills in this module
  • 3Quantitative Reasoning
  • 6Professionalism
Trail Tool

Dollar Tracker

Look back: where your money actually goes.

About 5 minutes 1 of 8 in this module

Most people think they know where their money goes, until they actually look.

The Dollar Tracker is a reality check, not a budget. Write down where your money went, big and small, with no judging. Choose the option that fits your situation. Either one gives you a clearer picture of your spending patterns. Rough estimates are fine.

Your numbers stay with you

What you type is saved only in this browser, on this device. It isn't sent anywhere. Rounded or practice numbers work just as well as exact ones.

Look back: Dollar Tracker

A reality check. Write down where your money actually went, with no judging. Just notice.

Use it for: Mile Marker #5, Question 1

You are here

Look ahead: Budget Builder

A plan. Give every dollar coming in this month a job, until nothing is left unassigned.

Use it for: Mile Marker #5, Question 4

Open the Budget Builder

Fill in your tracker

Fill in Option A, Option B, or both. The totals add up as you type. When you're done, select Save as PDF to keep a copy.

Look ahead

Lesson 5.3 walks you through what to look for.

Dollar Tracker: Where Does My Money Go?

Option ALook back at the past 7 days

Where did your money go? Rename any category so it fits your life.

Estimated total spent $0

Option BTrack every purchase for the next 7 days

Write down every purchase this week, big or small. No judging.

Week total $0

Looking backWhat did you notice?

In the print window, choose Save as PDF (or Microsoft Print to PDF) as the printer. The file name will start with "Dollar Tracker".