Most people know how much money they make, but not always
how much they actually spend. Our budget worksheet is designed
to help you figure all that out. It will help you think about your
goals, keep on top your finances and stay on the right track.
By sticking to your budget and being more aware of changes in
your situation, you may be surprised to discover that you have
enough money to make that additional investment. Try it out and
then talk to your representative about strategies that are right
for you.
Net monthly income
Net salary $
Net salary (spouse) $
Net investment income:
Interest $
Dividends $
Capital gains $
Other:
Net rental income $
Support payments $
Etc. $
Total — Net monthly income $
Monthly expenses
Your home
Rent or mortgage $
Taxes $
Insurance $
Maintenance $
Electricity $
Heating $
Telephone $
Cable $
Internet access $
Furnishings $
Other $
Subtotal — Your home $
Your family
Food (groceries, restaurants) $
Clothing $
Transportation (car including loan or lease,
public transit, etc.) $
Education $
Daycare $
Medical care and medication $
Personal care, hairdresser, etc. $
Health, disability and drug insurance $
Life insurance $
Other $
Subtotal — Your family $
Discover how you can save more!
