BECU Financial Health Check Monthly Budget Worksheet

BECU Financial Health Check Monthly Budget Worksheet

My appointment is on ______________ at ___ : ___ AM / PM

Please complete this 15-minute, interactive budget worksheet 1) Type in your estimates to auto-calculate totals 2) Don't forget to save or print so you have this worksheet handy during your FHC appointment

A Option

Use Money Manager Totals

Is BECU your primary financial institution? You can use Money Manager to track income and spending, create budgets, and much more. ? Log into your BECU account ? Click on Money Manager, next to BECU Accounts & Loans ? Click on "Spending" to see average income and spending figures for your BECU accounts ? You just need the 2 estimates below for your FHC, but feel free to edit categories and explore the budgeting tools if you'd like

Average Income (Last 90 Days)

- Average Spending (Last 90 Days) = Average Monthly Cash Available

$ 0.00

B Option

Estimate Your Budget

Income and Other Money In

1. My Pay

x)

2. Partner's Pay

Tax)

3. Other Income

Tax)

(Enter E

(Adjust if Needed)

(Totals Will Auto-Calculate)

1 x a Month = 1 x a Month = 1 x a Month =

Total Money In

$ 0.00 $ 0.00 $ 0.00 $ 0.00

HOME, BILLS & UTILITIES

Spending and Savings

Rent/Mortgage Gas Water Waste Electric Cable/internet/phone Other (renter's insurance, property tax, etc.)

(Enter Es

Car loan Car insurance Gas and other transit (e.g., taxis)

passes Groceries

out (including lunches, coffee, etc.)

(Adjust if Needed)

(Totals Will Auto-Calculate)

1 x a Month = 1 x a Month = 1 x a Month = 1 x a Month = 1 x a Month = 1 x a Month = 1 x a Month =

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

1 x a Month = 1 x a Month = 1 x a Month = 1 x a Month =

1 x a Month = 1 x a Month =

$ 0.00 $ 0.00 $ 0.00 $ 0.00

$ 0.00 $ 0.00

FOOD & DINING AUTO & TRANSPORT

FAMILY & PERSONAL CARE

Kids Pets Household goods (Target, Walmart) Dry cleaning/laundry, hair, other services New clothing and shoes Health & fitness (gym memberships, etc.) Medical insurance Life or other insurance School costs (supplies,

Amusement (movies, concerts)

Subscrip ons (news, music, etc.)

Gi and

(weddings, birthdays)

One-off purchases (repairs, electronics)

(Enter Es mates)

(Adjust if Needed)

(Totals Will Auto-Calculate)

1 x a Month =

$ 0.00

1 x a Month =

$ 0.00

1 x a Month =

$ 0.00

1 x a Month =

$ 0.00

1 x a Month =

$ 0.00

1 x a Month =

$ 0.00

1 x a Month = 1 x a Month = 1 x a Month =

$ 0.00 $ 0.00 $ 0.00

1 x a Month = 1 x a Month = 1 x a Month = 1 x a Month =

$ 0.00 $ 0.00 $ 0.00 $ 0.00

ENTERTAINMENT & SHOPPING

Do you have any monthly loans we haven't covered yet?

Pay To

My Monthly Payment

Minimum Due

Interest Rate Total Amount Owed

Any other monthly expenses to add?

Other Other

Any expenses you'd like to calculate annually?

Travel and v Other Other

(Enter Es mates)

(Adjust if Needed)

(Totals Will Auto-Calculate)

1 x a Month = 1 x a Month =

$ 0.00 $ 0.00

(Average Monthly Cost)

1 x a Year = 1 x a Year = 1 x a Year =

$ 0.00 $ 0.00 $ 0.00

Do you transfer any of your take-home pay to other accounts (e.g., separate savings account)?

Savings transfer #1

1 x a Month =

Savings transfer #2

1 x a Month =

$ 0.00 $ 0.00

Monthly Income

$ 0.00

Monthly Spending and Savings

-

$ 0.00

=

Reset

Print

Save

Monthly Cash Available

$ 0.00

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