Budgeting Worksheet (Continued)
__ I-
ea, GreenPath
financial wellness
Expenses Monthly total
PERSONAL & FAMILY
HEALTH
TRANSPORT
Public transit (e.g., bus, taxi, ride-sharing)
$
Gasoline $
Car maintenance (e.g., oil changes, car wash)
$
Car payments (e.g., insurance, loans, lease)
$
Other transportation expesnes (e.g., parking, tolls)
$
Prescriptions / Medications
$
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)
$
Subscriptions (e.g., Netflix, music services, apps)
$
Pet care (e.g., food, vet, dog-daycare, boarding)
$
Other personal or family expenses (e.g., personal care) $
OTHER
Fees for bank, credit card, cashier's checks or money transfers
School costs (e.g., supplies, tuition, student loans)
Other payments (e.g., money put towards credit card or savings)
Other monthly expenses
$
$
$
$
Total monthly expenses
$
Expenses
= $
$ $
Income Expenses
Budget Surplus or Deficit
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.
1-800-550-1961
GreenPath Financial Wellness | 1-800- 550-1961 | www.greenpath.org
