Fillable Budget Worksheet

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Budget Worksheet

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The Budget Worksheet form is 2 pages long and contains:

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Country of origin: OTHERS
File type: PDF

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Budget Worksheet
***All figures entered into the document should be on a monthly basis.
AMOUNT
Income After Taxes:
Yourself
Spouse
Other Income
Other Income
TOTAL INCOME FROM ALL SOURCES
$
Planned Savings:
Savings Accounts
IRA Contributions
Goal Savings Accounts (Home, Vacation, Education, etc.)
Investment Savings
Other Savings Expenses
Other Savings Expenses
TOTAL TOWARDS SAVINGS
$
Housing Expenses:
Mortgage
Rent
Homeowners/Rental Insurance
Property Taxes
Electric/Gas
Water/Sewage/Utilities
Telephone
Cell Phone
Internet
Cable/Satellite
Home Repairs
Condo/Home Owner Association Fees
Other Housing Expenses
TOTAL EXPENSES FOR HOUSING
$
Vehicle Expenses:
Loan Payments for Vehicle #1
Loan Payments for Vehicle #2
Insurance Premiums
Oil Changes
Gas
Car Repairs
Public Transportation
Other Vehicle Expenses
Other Vehicle Expenses
TOTAL EXPENSES FOR VEHICLES
$
Budget Worksheet
Other Loan Expenses:
Credit Card Payments
Credit Card Payments
Credit Card Payments
Credit Card Payments
Credit Card Payments
Student Loan Payments
Student Loan Payments
Personal Loan Payments
Payday Loan Payments
Other Loan Payments
Other Loan Payments
TOTAL MONTHLY PAYMENTS FOR LOANS
$
Living Expenses:
Groceries
Dining Out / Lunches (Work/School)
Child Care
Child Expenses (Diapers, Formula, Clothing, Allowances)
Clothing
Personal Care (Laundry, Beauty, Barber)
Pet Expenses (Vet, Food, Grooming, Accessories)
Travel
Subscriptions (Magazines or Newspapers)
School Expenses (Books, Classes, Supplies)
Gifts (Birthdays, Holidays )
Church and/or Charity Giving
Entertainment (Movies, Concerts, Theater)
Sports fees
Other Living Expenses
TOTAL DAY-TO-DAY EXPENSES
$
Insurance/Medical Expenses:
Life Insurance Premiums (non-payroll)
Medical Insurance Premiums (non-payroll)
Dental Insurance Premiums (non-payroll)
Co-Payments
Prescriptions
Other Insurance or Medical Expenses
Other Insurance or Medical Expenses
TOTAL EXPENSES FOR INSURANCE AND MEDICAL
$
TOTAL EXPENSES FROM WORKSHEET
$
Total Income
Total Expenses from Worksheet
NET INCOME FOR THE MONTH
$
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Budget Worksheet

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Completed 4 March 2021

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