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__**Tax Forms**__


**__Budget Activity__**

** Kathleen’s Budget **
In this assignment, you will be completing a budget worksheet for Kathleen (you) to help you achieve your savings goals for later in life. You will write this budget as if you are 23 years old starting on your own after college. ** Download the file (below) and save to your home drive. ** First you need to do research on the prices of utilities, apartments, groceries, transportation, etc in the area you wish to live.

Second, create your budget worksheet by filling in the amounts you deem for Kathleen’s expenses. Currently, you make $1,800 per month. You’ll need to explain how you arrived at the amounts you did and include the URLs for any sources you used (boxes around the spreadsheet).

After completing the budget worksheet and ALL explanation boxes (with URLs), **save your budget to your home drive.**

__Augustus's Cashbook__


__Credit Card Spending Spree__ **Part 1** - Complete the Credit Card Comparison Worksheet (paper) **Part 2** - $10,000 Shopping Spree - Complete the following Excel spreadsheet. You are to spend up to $10,000 in online shopping. __Save the spreadsheet to your home drive.__ **Part 3** - Payments & Analysis Worksheet (paper) Use the link below to calculate your minimum payments from your shopping spree. Enter the balance from your Excel spreadsheet, the interest rate, minimum payment = interest + 1% of balance, minimum payment checked, and them click calculate. Do this for all four credit cards. []

**Chapter 5 Notes** **Chapter 1 Notes**