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Please provide the following information:
Income: Monthly or annual income details
Income Sources: Breakdown of different income sources
Savings: Current savings amount
Savings Goal: Target amount you wish to save
Expenses: Monthly breakdown of your expenses (fixed and variable)
Debt: Current debt amounts and types
Monthly Contributions: Planned monthly contributions to savings or investments
Financial Challenges: Any specific challenges or concerns
Investment Information: Current investment holdings or interests (if applicable)
Bank Accounts: Do you have a checking and/or savings account? If so, please provide the account types and their APY%.
Preferred Budgeting Method: Any methods or tools you currently use or wish to explore
Additional Notes: Any other relevant financial information or specific requests
Feel free to include any other details that may help us tailor your customized budgeting spreadsheet!