Expenses Monthly total
$
Health insurance
$
Other health expenses (e.g. doctor's appts., glasses, contacts)
$
Child care (e.g., daycare, babysitter)
Money given or sent to family (e.g., gifts, child support)
$
Clothing and shoes
$
$
$
Entertainment (e.g., movies, concerts)
$
Other personal or family expenses (e.g., personal care) $
$
$
Fees for bank, credit card, cashier's checks or money transfers
$
Other payments (e.g., money put towards credit card or savings)
Other monthly expenses
$
Total monthly expenses
$
HEALTH
PERSONAL & FAMILY
OTHER
$ $
$
Expenses
Expenses
Income
Pet care (e.g., food, vet, dog-daycare, boarding)
$
=
Budget Surplus or Deficit
$
Gasoline $
$
$
Car payments (e.g., insurance, loans, lease)
$
TRANSPORT
Public transit (e.g., bus, taxi, ride-sharing)
If your income is greater than your expenses, this is a budget surplus. Use this money to save
for goals and add to your savings account! If your expenses are greater than your income, this
indicates a budget deficit. Owing more than you are bringing in each month can make it
difficult to pay bills on time and may result in high-interest debt.
Call GreenPath today for a FREE counseling session and see how you can make the most of
your budget, lower your interest rates, and pay off debt faster.
877-337-3399
GreenPath Financial Wellness | 877-337-3399 | www.greenpathref.com
Car maintenance (e.g., oil changes, car wash)
Other transportation expesnes (e.g., parking, tolls)
Prescriptions / Medications
Subscriptions (e.g., Netflix, music services, apps)
School costs (e.g., supplies, tuition, student laons)
