The New York Bank Worksheet is a comprehensive financial planning tool used by banks in the state of New York. It helps financial institutions assess the financial needs of their customers and develop tailored plans to meet those needs. The worksheet includes sections for budgeting, savings, debt management, and other personal financial areas. The worksheet is designed to help both the customer and the bank in creating a budget and savings plan that is tailored to the customer's individual needs. There are several types of New York Bank Worksheets, including the Simple Bank Worksheet, the Standard Bank Worksheet, and the Comprehensive Bank Worksheet. The Simple Bank Worksheet is designed for customers who are just beginning to create a financial plan and need basic guidance. The Standard Bank Worksheet is designed for customers who are more familiar with their finances and need more detailed guidance. The Comprehensive Bank Worksheet is designed for customers who need the most in-depth financial planning and guidance.