Budget Planning Worksheet (Income and Expenses) | |||
|---|---|---|---|
|
Income |
Amount ($) | ||
| Month 1 | Month 2 | Month 3 | |
| Your Pay (Take Home) | |||
| Spouse's Pay (Take Home) | |||
| Bonuses, Commissions, Tips | |||
| Alimony / Child Support | |||
| Rental Income | |||
| Pension / Retirement Income | |||
| Social Security Income | |||
| Interest / Investment Earnings | |||
| Other Income (list below) | |||
| Total Income $ | |||
| Fixed Expenses: | Month 1 | Month 2 | Month 2 |
| Rent or Mortgage (include Principal, Interest, Tax, Insurance) | |||
| Insurance (home, auto, life, disability, etc.) Don't include health if it's already taken out of your paycheck | |||
| Taxes (not taken out of paycheck) | |||
| Car Payments | |||
| Misc Loan Payments (school loans, etc.) | |||
| Savings (Regular/Emergency) | |||
| Flexible Expenses: | Month 1 | Month 2 | Month 2 |
| Debt Payments (credit cards, store cards, etc.) | |||
| Utilities (Gas, Water, Phone, Electric, Cable, Etc.) | |||
| Auto Gasoline | |||
| Misc Auto (oil, repairs, maintenance) | |||
| Food/Groceries (include dining out) | |||
| Clothing | |||
| Household Supplies (paper products, non-food items, etc.) | |||
| Medical/Dental/Eye Care (not covered by insurance) | |||
| Recreation/Entertainment (movies, vacation, videos, etc.) | |||
| Church/Charity Giving | |||
| Child Care (including babysitting) | |||
| Education (private school, pre-school) | |||
| Other Expenses (List) | |||
| Month 1 | Month 2 | Month 2 | |
| Total Expenses: $ | |||
| Total Income - Total Expenses $ | |||