How to Create a Budget Using Bobcat Gold Tool

 
HOW TO MAKE A BUDGET USING
BOBCAT GOLD
 
Texas State University CARE Center
 
Step 1: Access the Budget Form
 
ii.
Scroll down to the Popular Features section
iii.
Click on the Budget Tool
 
Step 2: Customize your Categories
 
To delete or change the name
of a category click this button
 
If you want to add more
categories, click here
 
If you have multiple
jobs/sources of income,
you can give each one its
own category
 
Continue to customize
your Expense categories
as well.
 
Step 3: Put in your income/expenses
 
Use the sliders to adjust the
amounts for your income
and expenses.
 
Remember that you can
customize your expense
categories to meet your needs.
 
You can also type in your
income/expense amounts by
clicking on the category title
 
If you are submitting your budget for Emergency
Funding:
 
If you are making this budget to add to your Emergency Funding application, please
make these changes to your category names.
 
(If Applicable)
 
When putting in your financial aid refund take
your total refund amount and divide it by 4.
This will be your monthly refund amount.
 
Are you saving up for something?
 
If you have a goal that you
are working towards you
can plan how much you
want to have saved and
your budget will calculate
how much you will need to
save each month to reach
your target amount by
your target date.
 
Step 4: Save your Budget
 
Now that you have completed filling out your budget you will need to save it
 
First click this button to sign in. You will
need to log in using your TXST SSO
 
Once you are logged in click the print
button to open your budget as a pdf
 
Step 5: Download your budget
 
Make sure to download
your budget onto your
computer and you are all
done!
 
You can always go back and make
changes to you budget as necessary
in your Bobcat Gold account
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Learn how to make a budget using the Bobcat Gold tool with steps like accessing the budget form, customizing categories, inputting income/expenses, saving your budget, and downloading it for future reference. Utilize the tool to plan your finances effectively and achieve your savings goals effortlessly.


Uploaded on Mar 26, 2024 | 5 Views


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  1. HOW TO MAKE A BUDGET USING BOBCAT GOLD

  2. Step 1: Access the Budget Form i. ii. iii. Click on the Budget Tool Open the Bobcat Gold Website Scroll down to the Popular Features section

  3. Step 2: Customize your Categories To delete or change the name of a category click this button If you want to add more categories, click here If you have multiple jobs/sources of income, you can give each one its own category Continue to customize your Expense categories as well.

  4. Step 3: Put in your income/expenses Use the sliders to adjust the amounts for your income and expenses. You can also type in your income/expense amounts by clicking on the category title Remember that you can customize your expense categories to meet your needs.

  5. If you are submitting your budget for Emergency Funding: When putting in your financial aid refund take your total refund amount and divide it by 4. This will be your monthly refund amount. (If Applicable)

  6. Are you saving up for something? If you have a goal that you are working towards you can plan how much you want to have saved and your budget will calculate how much you will need to save each month to reach your target amount by your target date.

  7. Step 4: Save your Budget Now that you have completed filling out your budget you will need to save it First click this button to sign in. You will need to log in using your TXST SSO Once you are logged in click the print button to open your budget as a pdf

  8. Step 5: Download your budget Make sure to download your budget onto your computer and you are all done! You can always go back and make changes to you budget as necessary in your Bobcat Gold account

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