Budget Worksheet - Financial Management Planning Tools

Budget Worksheet

Income Source

Wages (after taxes) Bonuses and overtime Tips Interest and dividends Child support Pension, social security, etc. Tax refund Rental income Gifts

Total

Amount

$ 0.00 $ 0.00 $ 0.00 $ 0.00 $ 0.00 $ 0.00 $ 0.00 $ 0.00 $ 0.00

$ 0.00

Expenses

Housing

Mortgage/Rent Home/Rental Insurance Utilities (Gas/Heat/Electricity/Water) Cell Phone (data plan, apps) Cable/Online video streaming Internet Furnishings/Appliances Lawn/Garden Home Repairs/Improvements

Total

Budgeted

$ 0.00 $ 0.00 $ 0.00 $ 0.00 $ 0.00 $ 0.00 $ 0.00 $ 0.00 $ 0.00 $ 0.00

Actual

Difference

$ 0.00 $ 0.00 $ 0.00 $ 0.00 $ 0.00 $ 0.00 $ 0.00 $ 0.00 $ 0.00 $ 0.00

$ 0.00 $ 0.00 $ 0.00 $ 0.00 $ 0.00 $ 0.00 $ 0.00 $ 0.00 $ 0.00 $ 0.00

Expenses

Transportation

Loan Payments Auto Insurance Gas Bus/Taxi/Train Fare Repairs Registration/License Parking

Health

Health Insurance Doctor/Dentist Medicine/Prescriptions Toiletries Health Club Dues Life Insurance

Daily Living/Personal Groceries Coffee, soda, etc. Snacks Clothing Dining Out Haircuts Laundry Pet Food

Budgeted

Actual

Difference

Total

$ 0.00 $ 0.00 $ 0.00 $ 0.00 $ 0.00 $ 0.00 $ 0.00 $ 0.00

$ 0.00 $ 0.00 $ 0.00 $ 0.00 $ 0.00 $ 0.00 $ 0.00 $ 0.00

$ 0.00 $ 0.00 $ 0.00 $ 0.00 $ 0.00 $ 0.00 $ 0.00 $ 0.00

Total

$ 0.00 $ 0.00 $ 0.00 $ 0.00 $ 0.00 $ 0.00 $ 0.00

$ 0.00 $ 0.00 $ 0.00 $ 0.00 $ 0.00 $ 0.00 $ 0.00

$ 0.00 $ 0.00 $ 0.00 $ 0.00 $ 0.00 $ 0.00 $ 0.00

Total

$ 0.00 $ 0.00 $ 0.00 $ 0.00 $ 0.00 $ 0.00 $ 0.00 $ 0.00 $ 0.00

$ 0.00 $ 0.00 $ 0.00 $ 0.00 $ 0.00 $ 0.00 $ 0.00 $ 0.00 $ 0.00

$ 0.00 $ 0.00 $ 0.00 $ 0.00 $ 0.00 $ 0.00 $ 0.00 $ 0.00 $ 0.00

Expenses

Entertainment

Music Games/Videos/DVDs Movies/Theater Concerts/Plays Books/Newspapers/Magazines Hobbies Sporting events Toys/Electronics Vacation/Travel Membership Dues

Budgeted

Total

$ 0.00 $ 0.00 $ 0.00 $ 0.00 $ 0.00 $ 0.00 $ 0.00 $ 0.00 $ 0.00 $ 0.00 $ 0.00

Actual

Difference

$ 0.00 $ 0.00 $ 0.00 $ 0.00 $ 0.00 $ 0.00 $ 0.00 $ 0.00 $ 0.00 $ 0.00 $ 0.00

$ 0.00 $ 0.00 $ 0.00 $ 0.00 $ 0.00 $ 0.00 $ 0.00 $ 0.00 $ 0.00 $ 0.00 $ 0.00

Savings

Emergency Fund Transfer to Savings Retirement (401k, IRA) Investments

Total

$ 0.00 $ 0.00 $ 0.00 $ 0.00 $ 0.00

$ 0.00 $ 0.00 $ 0.00 $ 0.00 $ 0.00

$ 0.00 $ 0.00 $ 0.00 $ 0.00 $ 0.00

Obligations

Student Loan Other Loan Credit Cards Investments Alimony/Child Support Taxes (Federal, State, Local)

Total

Grand Totals

$ 0.00 $ 0.00 $ 0.00 $ 0.00 $ 0.00 $ 0.00 $ 0.00

$ 0.00

$ 0.00 $ 0.00 $ 0.00 $ 0.00 $ 0.00 $ 0.00 $ 0.00

$ 0.00

$ 0.00 $ 0.00 $ 0.00 $ 0.00 $ 0.00 $ 0.00 $ 0.00

$ 0.00

?2016 by National Endowment for Financial Education



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