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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