Name:

Ivy TangHe
Category Estimates

Yearly Income

100%

$40,000.00

Monthly Working Budget Goal

INCOME

Monthly Income

3,333.33

Yearly Expenses

Monthly Expenses

1,667.00

Paycheck #1

1,667.00

Paycheck #2

0.00
3,334.00

Other

INCOME TOTAL:
EXPENSES

TAXES

18%

7,200.00

600.00

735.00
735.00

Income Tax
Total:

SAVINGS

3%

1,200.00

100.00

100.00

Savings

300.00

Investments

50.00
450.00

Miscellaneous
Total:

Misc
138.03
75.00
0.00
213.03

Student Loans
Credit Cards
Child Care

HOME

30%

12,000.00

1,000.00

476.94

Rent or Mortgage Payment

30.00

Gas (utility)

130.00

Electric

0.00

Garbage

34.00

Water/Sewer

0.00

Home Security

41.70

Cable/Internet/Phone

60.00

Cell Phone

20.00

Home Maintenance

0.00

Home Furnishings

80.00

Home Electronics

28.00
900.64

Miscellaneous/ Home Owner Insurance

Total:

TRANSPORTATION

19%

7,600.00

633.33

898.50

Car Payment

150.00

Auto Insurance

26.00

Auto Gas

30.00

Vehicle Maintenance

8.00

License/Registration

0.00

Public Transportation

20.00
1,132.50

Miscellaneous
Total:

FOOD & GROCERY

12%

4,800.00

400.00

300.00

Food At Home

100.00

Food Away From Home

32.75

Personal Care Items

30.00

Small Home Care Items

40.00
502.75

Miscellaneous
Total:

HEALTH & PERSONAL CARE

80.00
6/10/2015; 10:10 AM

Doctor Fees

6%

2,400.00

200.00

0.00

Dental Fees

10.00

Prescriptions

10.00

Vitamins

18.75

Hair/Salon Service

0.00

Gym Membership

27.53

Life Insurance

30.00

Gifts

20.00

Donations

30.00
226.28

Miscellaneous
Total:

CLOTHING

6%

2,400.00

200.00

80.00

Clothes

70.00

Shoes

0.00
150.00

Dry Cleaning/Laundry
Total:

ENTERTAINMENT

6%

2,400.00

200.00

100%

40,000.00

3,333.33

0%

100.00

Vacation

30.00

Event Fees/Tickets

25,00

Pet Care

100.00
230.00

Miscellaneous

4,540.20
(1,206.20)

Total:

EXPENSE TOTAL:
WHAT'S LEFT:

Monthly Working Budget Goal

230.00 ; 5%
150.00 ; 4%

226.28 ;
5%

735.00 ; 17%

TAXES
SAVINGS

502.75 ; 12%

HOME

450.00 ; 10%

TRANSPORTATION
FOOD & GROCERY
HEALTH & PERSONAL CARE

CLOTHING

1,132.50 ; 26%

6/10/2015; 10:10 AM

ENTERTAINMENT

900.64 ; 21%