Budget Worksheet - Smart About Money

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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