Monthly Budget Worksheet
Month/Year:
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Monthly Budget Worksheet
Use this worksheet to see how much money you bring in each month and where you spend it.
Then look for ways to adjust your expenses so you can reach your financial goals.
Monthly income (after taxes)
Amount
This is the money you expect to receive every month from an employer or a side gig.
Job (e.g., salary, average monthly wages, etc.)
Additional income (e.g., side job, rental properties)
Monthly income (after taxes) total
$ 0.00
Monthly bills
Think of these as expenses you¡¯ve committed to pay every month.
Housing (e.g., rent, mortgage)
Installment payments (e.g., childcare, tuition)
Insurance (e.g., auto, home, life, renters, health [if not through employer], etc.)
Communication (e.g., cell phone, Internet services, cable)
Utilities (e.g., electricity, gas, water, trash)
Memberships (e.g., daycare, gym, etc.)
Subscriptions (e.g., streaming services, meal delivery apps, etc.)
Credit card payments
Car payments
Loans (e.g., personal, student)
Miscellaneous
Monthly bills total
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1
$ 0.00
JPMorgan Chase Bank, N.A. Member FDIC
?2023 JPMorgan Chase & Co.
Savings goals
Amount
In addition to paying down debt, saving regularly is essential to a healthy budget.
It can help you create a safety net, cover an upcoming purchase and more.
Safety net
Purchase or event
Long-term savings/investments
Miscellaneous
Monthly savings goals total
$ 0.00
Flexible expenses
These expenses may be different from month to month. If they vary, use an average
over several months.
Food/dining
Entertainment
Shopping (e.g., gifts, clothing, etc.)
Health & wellness (e.g., travel, pets, etc.)
Transportation (e.g., gas, metrocard, etc.)
Miscellaneous
Monthly flexible expenses total
Monthly budget summary
Income after taxes
$ 0.00
¨C Monthly bills
$ 0.00
¨C Savings goals
$ 0.00
¨C Flexible expenses
$ 0.00
Budget result =
$ 0.00
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$ 0.00
We calculated your budget results by subtracting all your
expenses and the amount you want to save from your
monthly income.
? If your budget result is zero ($0), that means you¡¯re right on
track¡ªyou¡¯re spending or saving as much as you¡¯ve planned.
? If the budget result is a negative dollar amount, it means
you¡¯re spending and saving more than you¡¯re bringing in.
Take a look at your flexible expenses to see if you have
opportunities to bring that total down without affecting
your savings goals.
? If your result is a dollar amount of more than $0, it means
you¡¯ve got extra money left over at the end of the month.
You can use that additional money to pay down debt faster,
or save more toward your goals.
2
JPMorgan Chase Bank, N.A. Member FDIC
?2023 JPMorgan Chase & Co.
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