Caroline Lin Zhibin

Name:
Category Estimates

Yearly Income

Monthly Working Budget Goal

INCOME

Monthly Income

20,000.00 Paycheck #1

100%

46,440.00 $

3,870.00

20,000.00 Paycheck #2
6,440.00

Other

INCOME TOTAL:

46,440.00

Yearly Expenses

18%

EXPENSES

Monthly Expenses

8,359.20 $

696.60

TAXES
13,560.00 Income Tax
13,560.00

Total:

SAVINGS
1,200.00

3%

1,393.20 $

116.10

Savings

10,000.00 Investments
370.00

Miscellaneous

11,570.00
Misc
1,105.41
600.00
350.00

Total:
Student Loans
Credit Cards
Child Care

2,055.41
HOME
1,821.00

30%

13,932.00 $

1,161.00

Rent or Mortgage Payment

450.00

Gas (utility)

100.00

Electric

50.00

Garbage

40.00

Water/Sewer

150.00

Home Security

100.00

Cable/Internet/Phone

79.00

Cell Phone

200.00

Home Maintenance

300.00

Home Furnishings

350.00

Home Electronics

370.00

Miscellaneous/ Home Owner Insurance

4,010.00

Total:

TRANSPORTATION

19%

8,823.60 $

735.30

3,852.00

Car Payment

1,900.00

Auto Insurance

630.00

Auto Gas

600.00

Vehicle Maintenance

100.00

License/Registration

50.00

Public Transportation

100.00

Miscellaneous

7,232.00

Total:

FOOD & GROCERY

12%

5,572.80 $

464.40

350.00

Food At Home

250.00

Food Away From Home

350.00

Personal Care Items

150.00

Small Home Care Items

370.00

Miscellaneous

1,470.00
06/10/2015; 21:44:28

Total:

HEALTH & PERSONAL CARE

6%

2,786.40 $

232.20

110.00

Doctor Fees

63.00

Dental Fees

40.00

Prescriptions

50.00

Vitamins

100.00

Hair/Salon Service

100.00

Gym Membership

27.53

Life Insurance

100.00

Gifts

50.00

Donations

100.00

Miscellaneous

740.53

Total:

CLOTHING

6%

2,786.40 $

232.20

500.00

Clothes

500.00

Shoes

80.00

Dry Cleaning/Laundry

1,080.00

Total:

ENTERTAINMENT

6%

2,786.40 $

232.20

0.00

Vacation

0.00

Event Fees/Tickets

115.00

Pet Care

50.00

Miscellaneous

165.00

100%

0%

46,440.00 $
-

3,870.00

Total:

41,882.94

EXPENSE TOTAL:

4,557.06

WHAT'S LEFT:

Monthly Working Budget Goal

1,470.00 ; 4%

740.53 ; 2%

1,080.00 ; 3%

13,560.00 ; 34%
7,232.00 ; 18%
4,010.00 ; 10%
11,570.00 ; 29%

06/10/2015; 21:44:28

165.00 ; 0%

TAXES SAVINGS HOME

TRANSPORTATION
FOOD & GROCERY
HEALTH & PERSONAL
CARE CLOTHING
ENTERTAINMENT
WHAT'S LEFT:

Lender

Interest Rate

Balance

Credit Limit

Lender Name

0.00%

$0.00

$0.00

Lender Name

0.00%

$0.00

$0.00

Lender Name

0.00%

$0.00

$0.00

Lender Name

0.00%

$0.00

$0.00

Lender Name

0.00%

$0.00

$0.00

Lender Name

0.00%

$0.00

$0.00

Lender Name

0.00%

$0.00

$0.00

Lender Name

0.00%

$0.00

$0.00

Notes