Budgeting Workshop Advance Preparation

Thank you for registering for Expert-Level Budgeting for Graduate Students and Postdocs! Please complete the action item below prior to the date of the workshop so that you can receive the full benefits of the workshop.

Please bring all of your current/recent spending data that you have access to. If you track your spending, bring your spreadsheet or plan to access your software. If you don’t track your spending, look up your fixed expenses in advance (e.g., rent, minimum debt payments, utilities, subscriptions) as well as what you’ve spent recently on variable expenses (e.g., food, transportation, entertainment). If you would like, you can use this spreadsheet to organize this data for the month of August or September (edit according to your spending categories).

During the workshop, we’ll be working with spreadsheets and documents. If the workshop is in person, please bring your laptop or tablet. If the workshop is remote, please set your workspace up so that you can best juggle Zoom alongside the other programs.

I look forward to speaking with you during the workshop!

Dr. Emily Roberts, Personal Finance for PhDs