Money Management Tool Kit
Updated 10/21/2008

The following represent examples of some providers' tools used for managing individuals' inservice funds:

Policy: Funds of Individuals Served
Procedures: Use of Individual's Funds for Personal Needs

Money Management Assessment form

Examples of Training Objectives, Plans and Monthly Progress Recording:

Example 1 "carry purse"...click here

Example 2 "coins in vending machine"...click here
Example 3 "bill in vending machine"…click here
Example 4 "wait to spend "…click here

Example 5 "make purchase"…click here

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