Budget Worksheet



Spending Plan Worksheet

Copy this sheet and work toward a reasonable spending plan.

|Housing |Totals 25-38% |Leisure |Totals 5-15% |

|Rent | |Vacations | |

|Telephone/Internet | |Hobbies (club membership) | |

|Utilities: | |OTHER/Entertainment: | |

|Gas | |Meals/restaurant | |

|Electric | |Movies | |

|Water | |Events | |

|Trash | |Baby sitting | |

|Cable TV | |Debt |Totals 0-10% |

|Maintenance & repair | |Mortgage (P & I) | |

|Furnishings | |Credit cards: | |

|Improvements | |Visa | |

|Household help | |Master card | |

|OTHER: | |Discover | |

|Family |Totals 15-25% |American Express | |

|Food & Groceries | |Gas cards | |

|Clothes | |Department stores | |

|Medical & dental expenses | |Education loans | |

|Laundry/Dry cleaning | |Bank loans | |

|Child care | |Other debt payments | |

|Educational expenses | |Insurance Premiums |Totals 5% |

|Legal expenses | |Individual life | |

|OTHER: | |Employee paid group life Ins. | |

|Alimony, child support | |Homeowner’s insurance | |

|Allowances | |Private mortgage insurance | |

|Music lessons | |OTHER: | |

|Barber/beauty | |Auto | |

|Cosmetics | |Health | |

|Liquor/Tobacco | |Disability | |

|Magazines/Books | |Savings |Totals 5-10% |

|Personal technology | |Retirement | |

|Transportation |Totals 12-15% |Education | |

|Gas/Oil | |Other goals and dreams | |

|Maintenance/Repairs | |Taxes |Totals 15-25% |

|OTHER: | |Income | |

|License/Tabs/Permits | |Property | |

|Parking | |Income |Totals |

|Bus/train | |Employment income | |

|Transportation | |Current pension | |

|Giving |Totals % Guide |Other income | |

|Charitable | | | |

|Non-charitable/Gifts | |Total Monthly Income | |

| | |Less Total Expenses | |

| | |Income over/(under) expenses | |

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