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Documents to Get Started Successfully What Money is Coming In?

Documents to Get Started Successfully What Money is Coming In?. Income Documents Pay stubs and related Information Scheduled bonuses – or past ones Scheduled royalties – or past ones Scheduled business disbursements Inheritance-family disbursements Investment account statements

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Documents to Get Started Successfully What Money is Coming In?

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  1. Documents to Get Started SuccessfullyWhat Money is Coming In? Income Documents • Pay stubs and related Information • Scheduled bonuses – or past ones • Scheduled royalties – or past ones • Scheduled business disbursements • Inheritance-family disbursements • Investment account statements • Online affiliate marketing income • Rental income and expenses • Other periodic, residual, or passive income information

  2. Course Worksheets Folder “Variable Income Worksheet” • Go to your downloads • Open the “Course Worksheets Folder” • Click on “Variable Income.pdf” • These are printable fill-in forms • Next slide gives you a visual of the form

  3. View of “Variable Income Worksheet” Use this for Additional Income Information

  4. Additional Sources of Other Variable Income or Funds • Tax refund • Cash gifts • Inheritance • Trusts • Rental property • Insurance settlement • Property sale • Affiliate website sales • Network marketing

  5. What Money is Going Out? Expenses Documents • Bank statements (paper or online) • Credit card statements (paper or online) • Check register or Online Bill Pay information • PayPal / Amazon and other online accounts • Mortgage statement • Utility bills • Other general ongoing or periodic bills (medical, legal etc.) • Home maintenance records • Auto, Home, Life, and other insurance papers • Auto maintenance records • Education expenses (yours and other family members) • AND MORE…

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