Fillable Budgeting worksheet This worksheet will help give you (Fidelity Investments)

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Budgeting worksheet This worksheet will help give you (Fidelity Investments)

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Monthly spending (50% or less of your take-home pay)
Essential (need to have) Discretionary (nice to have)
Housing
Mortgage
$ _____________________ or $ ______________________
Fidelity suggests:
Consider at least
the shaded portions
on this list, which
represent some of
the most common
essential expenses.
Rent/condo fees
$ _____________________ or $ ______________________
Property tax
$ _____________________ or $ ______________________
Homeowner’s insurance
$ _____________________ or $ ______________________
Utilities
Electric
$ _____________________ or $ ______________________
To help you complete
this section, you may
want to review your
checkbook ledger
and credit card
statements to get
expense estimates.
Water/sewer
$ _____________________ or $ ______________________
Oil/gas
$ _____________________ or $ ______________________
Telephone/cable/Internet fees
$ _____________________ or $ ______________________
Other
$ _____________________ or $ ______________________
Subtotal — housing
$
_____________________
or $
______________________
Personal
Groceries
$ _____________________ or $ ______________________
Personal care (health and beauty aids)
$ _____________________ or $ ______________________
Clothing
$ _____________________ or $ ______________________
Laundry/dry cleaning
$ _____________________ or $ ______________________
Other
$ _____________________ or $ ______________________
Subtotal — personal
$
_____________________
or $
______________________
Budgeting worksheet
This worksheet will help give you a clear understanding of your expenses —
and could help you find a little more money to put away in your workplace savings
plan. Fill out the worksheet, indicating your essential expenses (things you need
to have) and your discretionary expenses (things you would like to have) and your
sources of income.
Print
Reset
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Monthly spending (50% or less of your take-home pay)
Essential (need to have)
Discretionary (nice to have)
Health care and insurance
Health insurance premiums
Medicare Part B premiums $ _____________________ or $ _____________________
Medicare Supplemental/
Medigap Premium $ _____________________ or $ _____________________
Prescriptions $ _____________________ or $ _____________________
Dental and vision care $ _____________________ or $ _____________________
Other (co-payments, deductibles, etc.)
$ _____________________ or $ _____________________
Insurance
Long term care insurance premiums
$ _____________________ or $ _____________________
Life insurance premiums $ _____________________ or $ _____________________
Disability insurance $ _____________________ or $ _____________________
Subtotal — health care and insurance
$
_____________________
or $
_____________________
Routine transportation
Auto loan or lease payment $ _____________________ or $ _____________________
Auto insurance $ _____________________ or $ _____________________
Excise tax/registration fees $ _____________________ or $ _____________________
Routine maintenance $ _____________________ or $ _____________________
Gasoline $ _____________________ or $ _____________________
Other $ _____________________ or $ _____________________
Subtotal — routine transportation
$
_____________________
or $
_____________________
Savings goals (20% of your take-home pay)
Essential (need to have)
Discretionary (nice to have)
Retirement savings contributions $ _____________________ or $ _____________________
General savings contributions $ _____________________ or $ _____________________
College savings contributions $ _____________________ or $ _____________________
Support for parent(s) $ _____________________ or $ _____________________
Support for children/grandchildren
(including day care) $ _____________________ or $ _____________________
Household improvement
and maintenance $ _____________________ or $ _____________________
Other $ _____________________ or $ _____________________
Subtotal — savings goals
$
_____________________
or $
_____________________
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0.00
0.00
Other wants and goals (30% of your take-home pay)
Essential (need to have)
Discretionary (nice to have)
Gifts
Family $ ______________________ or $ ______________________
Charitable donations $ ______________________ or $ ______________________
Other $ ______________________ or $ ______________________
Subtotal — gifts
$
______________________
or $
______________________
Recreation
Travel and vacations $ _____________________ or $ _____________________
Club memberships $ _____________________ or $ _____________________
Hobbies $ _____________________ or $ _____________________
Other $ _____________________ or $ _____________________
Subtotal — recreation
$
_____________________
or $
_____________________
Entertainment
Movies/theater/sports events $ _____________________ or $ _____________________
Dining out $ _____________________ or $ _____________________
Other $ _____________________ or $ _____________________
Subtotal — entertainment
$
_____________________
or $
_____________________
$
______________________
+ $
______________________
= $
______________________
Total essential expenses
Total discretionary
expenses
Total monthly expenses
Monthly income
Salary $ ______________________
Other $ ______________________
$
______________________
–
$
=
$
______________________
Total monthly income Total monthly expenses
Total available to save
monthly
Your net worth
What you own (assets) Amount
Quick assets — immediate access to cash
Cash in checking, ready savings, and money market mutual funds $ ______________________
Stocks, bonds, government securities, unit trusts, and mutual funds $ ______________________
Other easily salable investments $ ______________________
Money owed you for work you’ve done $ ______________________
Life insurance cash values $ ______________________
Personal property: precious metals, jewelry, silver, cars, etc. $ ______________________
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Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917
© 2015 FMR LLC. All rights reserved.
595578.3.0 1.933069.103
Your net worth
What you own (assets) Amount
Restricted assets — restricted access to cash
Certificates of deposit, if they have early withdrawal penalties $ ______________________
Retirement accounts: IRAs, 401(k)s and other workplace
savings plans, tax-deferred annuities, company thrift accounts,
and deferred compensation $ ______________________
Current value of your vested pension, lump-sum, and executive
stock options $ ______________________
Slow assets — longer-term access to cash
Your home and other real estate $ ______________________
Other valuable personal property: art, antiques, furs, boats, tools,
stamps, coins, etc.
$ ______________________
Restricted stock and limited partnerships, not readily salable $ ______________________
Money owed you in the future $ ______________________
Equity value of a business $ ______________________
Total assets
$
______________________
Your net worth
What you owe (liabilities)
Amount Interest Rate
Current bills outstanding: this month’s rent/mortgage payment,
utilities, medical bills, insurance premiums, etc.
$ ______________________ ______________________%
Credit card debt $ ______________________ ______________________%
Installment and auto loans $ ______________________ ______________________%
Life insurance loans (if you’re paying them off currently) $ ______________________ ______________________%
Home mortgage $ ______________________ ______________________%
Home equity loan $ ______________________ ______________________%
Other mortgages $ ______________________ ______________________%
Student loans $ ______________________ ______________________%
Loans against investments, including your margin loans $ ______________________ ______________________%
Other loans $ ______________________ ______________________%
Income and real estate taxes due $ ______________________ ______________________%
Taxes due on your investments, if you cash them in $ ______________________ ______________________%
Taxes and penalties due on your retirement accounts, if you cash them in
$ ______________________ ______________________%
Total liabilities $
______________________
Net worth (assets minus liabilities)
Total assets (from previous page) $ ______________________
Total liabilities – $ ______________________
Net worth
$
______________________
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Budgeting worksheet This worksheet will help give you (Fidelity Investments)

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Completed 19 November 2021

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