GLOBAL FINANCE SERIES
Module 1: BUDGETING
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Why Budgeting Matters
Most students never learn how to manage money
Poor money habits early = long-term problems
Budgeting = control, freedom, and less stress
What is a Budget?
A plan for how you use your money
Helps you:
Track spending
Avoid overspending
Save for goals
Where Does Your Money Go?
Food
Subscriptions
Clothes
Entertainment
Transportation
Write down 3 things you spend money on weekly
The 50/30/20 Rule
50% → Needs (food, transport, housing)
30% → Wants (fun, shopping)
20% → Savings
20%
30%
50%
Adjust based on your situation, but use 50/30/20 as a general guide
Needs vs. Wants
Needs
Wants
Common Money Mistakes
Spending without tracking
Impulse buying
Ignoring small expenses
Not saving early
Small habits create big outcomes
How to Start Budgeting
Track your money for 1 week
Categorize spending
Set limits
Adjust those limits
Quick Challenge
Track your spending for...
days
Identify
thing you
can cut back on
KEY TAKEAWAYS
Know where your money goes
Separate needs vs wants
Start saving early
Small changes matter and will compound over time
USE THE PERSONAL BUDGET TRACKER FOR SMART BUDGETING
Thank You!
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GLOBAL
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Powered by Financial Literacy HQ &
Español Sin Fronteras
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H
Q
Most students never learn how to
manage
money
Poor money habits
early
= long-term
problems
Budgeting
= control, freedom, and less stress
W
h
y
B
u
d
g
e
t
i
ng
M
a
t
t
e
r
s
Why Budgeting Matters
H
Q
What is a Budget?
A plan for how
you
use your money
Helps you:
Track spending
Avoid
overspending
Save for goals
H
Q
Food
Subscriptions
Clothes
Entertainment
Transportation
Where Does Your Money Go?
W
rit
e
do
wn
3
things
y
ou
spend mone
y
on
w
eekly
50% → Needs (food, transport, housing)
30% → Wants (fun, shopping)
20% → Savings
H
Q
The 50/30/20 Rule
Adjust based on your
situation, but use 50/30/20
as a general guide
50%
30%
20%
H
Q
Needs vs. Wants
Needs
Wants
Spending
without
tracking
Impulse
buying
Ignoring
small expenses
Not
saving early
Small habits create big
outcomes
H
Q
Common Money Mistakes
H
Q
1
.
T
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k
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4
.
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How to Start Budgeting
H
Q
Quick Challenge
T
r
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k
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g
f
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r
.
.
.
d
a
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s
I
d
e
n
t
i
f
y
thing you
can cut back on
H
Q
Know
where your
money goes
Separate
needs vs
wants
Start saving
early
Small changes
matter and will
compound
over
time
KEY TAKEAWAYS
U
S
E
T
H
E
P
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Y
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!
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