Financial Health Check
Monthly Budget Worksheet
Estimate Your Budget
Income and Other Money In (Enter Estimates) (Adjust if Needed) (Totals will Auto-Calculate)
1. My Pay (After Tax) x a Month =
2. My Partner’s Pay (After Tax) x a Month =
3. Other Income (After Tax) x a Month =
Total Money In
Spending and Savings (Enter Estimates) (Adjust if Needed) (Totals will Auto-Calculate)
Rent/Mortgage x a Month =
Gas x a Month =
Water x a Month =
Waste x a Month =
Electric x a Month =
Cable/Internet/Phone x a Month =
Other
(renter’s insurance, property tax, etc.) x a Month =
Car loan x a Month =
Car insurance x a Month =
Car License and Inspection Fees/Road tax x a Month =
Gas and other transit (e.g., taxis) x a Month =
Transportation passes x a Month =
Groceries x a Month =
Eating out
(including lunches, coffee, etc.) x a Month =
Kids x a Month =
Pets x a Month =
Household goods x a Month =
Dry cleaning/laundry x a Month =
Personal Grooming
(hair, nails, etc.) x a Month =
New clothing and shoes x a Month =
Health & fitness
(gym, medication, etc.) x a Month =
Medical Insurance x a Month =
Life or other insurance x a Month =
School costs
(supplies, tuition) x a Month =
HOME, BILLS & UTILITIESAUTO & TRANSPORT
FOOD
& DINING
FAMILY & PERSONAL CARE
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Spending and Savings (Enter Estimates) (Adjust if Needed) (Totals will Auto-Calculate)
Amusement (movies, concerts) x a Month =
Subscriptions
(news, music, etc.) x a Month =
Gifts and donations
(weddings, birthdays) x a Month =
One-off purchases
(repairs, electronics) x a Month =
Do you have any monthly loans we haven’t covered yet?
ENTERTAINMENT
& SHOPPING
Pay to My monthly payment
Any other monthly expenses to add? (Enter Estimates) (Adjust if Needed) (Totals will Auto-Calculate)
Other x a Month =
Other x a Month =
Do you transfer any of your take-home pay to other accounts (e.g., separate savings account)?
Savings transfer#1 x a Month =
Savings transfer#2 x a Month =
Notes:
Any expenses you’d like to calculate annually?
Travel and vacation x a Month =
Other x a Month =
Other x a Month =
Monthly Income Monthly Spending and Savings Monthly Cash Available
- =
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