Budget Worksheet
PREPARED FOR:
DATE:
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INCOME: MONTHLY AMOUNT
You’ll Need:
pA record of your monthly
income and expenses
pA list of your goals, along with
Salary (net: after taxes and benefits)
Spouse’s salary (net: after taxes and benefits)
when you hope to achieve
them and how much they’ll cost
Pension income
Social Security income
Interest/investment income
Other income (specify)
Other income (specify)
Other income (specify)
TOTAL: Monthly Income Amount
EXPENSES: MONTHLY AMOUNT
Fixed:
Spent
Mortgage or rent
Other real estate payments (taxes, assessments, etc.)
Auto loan
Student loan
Credit card payment
Utilities
Tuition
Child care
Food
Clothing
Insurance
Other expenses (specify)
Other expenses (specify)
Other expenses (specify)
Excerpted with permission of the publisher John Wiley & Sons, Inc. from 30-Minute Money Solutions: A Step-by-Step Guide to Managing Your Finances. Copyright © 2010 by Morningstar, Inc.
Budget
Budget Worksheet
PREPARED FOR:
Variable (Discretionary):
DATE:
Spent
Budget
Personal care (haircuts, gym membership, etc.)
Entertainment
IRA contributions
Dining out
Other expenses (specify)
Other expenses (specify)
Other expenses (specify)
Other expenses (specify)
Other expenses (specify)
TOTAL: Monthly Expenses Amount
Spent
2 Budget
5 TOTAL: Expected Savings
Excerpted with permission of the publisher John Wiley & Sons, Inc. from 30-Minute Money Solutions: A Step-by-Step Guide to Managing Your Finances. Copyright © 2010 by Morningstar, Inc.
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