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  • Spending Plan - GWP Fall 2015-1

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    api-301274575
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    This document is a spending plan template that allows a user to track their monthly income and expenses. It includes sections to enter take-home pay, other income sources, fixed expenses like housing and debt payments, and variable expenses like food, transportation, and entertainment. The template then calculates totals for fixed expenses, variable expenses, and total monthly spending to check if the budget is balanced.

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    spending plan - gwp fall 2015-1

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    This document is a spending plan template that allows a user to track their monthly income and expenses. It includes sections to enter take-home pay, other income sources, fixed expenses like housing and debt payments, and variable expenses like food, transportation, and entertainment. The template then calculates totals for fixed expenses, variable expenses, and total monthly spending to check if the budget is balanced.

    Copyright:

    © All Rights Reserved
    Download as XLSX, PDF, TXT or read online from Scribd
    Flag for inappropriate content
    37 views6 pages

    Spending Plan - GWP Fall 2015-1

    Uploaded by

    api-301274575
    This document is a spending plan template that allows a user to track their monthly income and expenses. It includes sections to enter take-home pay, other income sources, fixed expenses like housing and debt payments, and variable expenses like food, transportation, and entertainment. The template then calculates totals for fixed expenses, variable expenses, and total monthly spending to check if the budget is balanced.

    Copyright:

    © All Rights Reserved
    Download as XLSX, PDF, TXT or read online from Scribd
    Flag for inappropriate content
    of 6

    My Spending Plan

    Name:______________________________
    $_______ Salary (reduce salary by 30% to account for taxes)

    Income

    $_________ Net Salary Take Home

    You

    Take-Home Pay

    Other

    (specify unearned, earned, etc.)

    Total -

    include combined in middle section

    Fixed Expenditures
    Philanthropy (total)
    Housing and Utilities (total)

    $ _______________

    Projected
    $

    Actual
    $

    $ _____________________

    $ _______________

    $ _____________________

    $ _______________

    $ _____________________

    $ _______________

    $ ____________________

    $ _______________

    Mortgage or Rent
    Electricity
    Gas for home
    Telephone/Cell Phone
    Water, Sewer, Garbage
    Cable/Internet
    Household Maintenance
    Debt (total)
    Installment and Credit Card
    Payments
    Creditor

    (______________)

    Creditor

    (______________)

    Creditor

    (______________)

    Savings/Investments (total)
    Emergency Fund
    Cash Savings
    Retirement Plan (Pension)
    IRA
    401(k), 403(b), other
    Other Investments

    (Stocks, Bonds, Real

    Estate, etc.)

    Insurance (total)
    Health
    Auto
    Life
    Home
    Other

    (HSA, life, disability, etc.)

    Subtotal Fixed Expenses

    My Spending Plan
    Variable Expenditures
    Taxes -misc. car, special (total)

    Projected

    Actual

    $
    $

    $
    $

    $
    $

    $ _____________________

    $ _______________

    $ _____________________

    $ _______________

    $
    $

    $
    $

    $
    $

    Pets

    Special Expenses (e.g., Tuition,


    Alimony)

    Food (total)
    Grocery
    Dining Out/ Other
    Transportation (total)
    Automobile
    Gas and Oil
    Maintenance and Repairs
    Public Transportation (other)
    Clothing (total)
    You
    Spouse
    Children
    Medical and Dental

    (out of pocket

    co-pays, etc)

    Personal Care, etc (total)


    Spending Money

    (magazines, gifts, etc.)

    You
    Spouse
    Children
    Recreation, Entertainment, Vacation,
    Gym
    Education (total)
    You
    Spouse
    Children - Day Care

    Miscellaneous (other)
    Subtotal Variable Expenses
    Plus Fixed Expenditures

    Total

    "Balanced":________________________________

    My Spending Plan

    ake Home

    Spouse

    (+) or (-)
    __________________________

    __________________________

    __________________________

    __________________________

    My Spending Plan
    (+) OR (-)

    __________________________

    __________________________

    ":__________________________________

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