This personal template includes 10 fields. Conduct a personal financial audit by reviewing income, expenses, debts, and savings in one structured form. Free to customize and use on ZenBuild.
Month / Year of Audit (text, required)
Total Monthly Take-Home Income ($) (number, required)
Total Fixed Monthly Expenses ($) (number, required)
Total Variable Monthly Expenses ($) (number, required)
Total Monthly Savings ($) (number, required)
Total Outstanding Debt ($) (number, required)
Most Overspent Category (dropdown selection, required) — options: Dining Out, Entertainment, Shopping, Subscriptions, Travel, Healthcare, Other
Do You Have an Emergency Fund (3–6 Months)? (multiple choice, required) — options: Yes – Fully Funded, Partially Funded, No
Top 3 Financial Goals This Year (long text, required)
One Action to Improve Finances This Month (long text, optional)
