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Yearly Budget Planner

Income
For each month, enter your net income – that's after taxes and deductions.

Income Jan Feb Mar Apr May Jun


Salary
Bonus
Investments
Other
Total $0.00 $0.00 $0.00 $0.00 $0.00 $0.00

Expenses
Enter your monthly expenses for each category. Some will be the same each month, while others will vary throughout the year.

Home Expenses Jan Feb Mar Apr May Jun


Rent/Mortgage
Home Insurance
Maintenance
Property Taxes
Other
Total $0.00 $0.00 $0.00 $0.00 $0.00 $0.00

Transportation Jan Feb Mar Apr May Jun


Car Payments
License & Registration
Car Insurance
Fuel
Maintenance
Bus/Transit Pass
Taxi & Ride Shares
Other
Total $0.00 $0.00 $0.00 $0.00 $0.00 $0.00
Utilities Jan Feb Mar Apr May Jun
Electricity
Gas/Heating Oil
Telephone
Cell Phones
Internet
Television
Water
Other
Total $0.00 $0.00 $0.00 $0.00 $0.00 $0.00

Medical Jan Feb Mar Apr May Jun


Health Insurance
Dental
Prescriptions
Glasses & Contacts
Life Insurance
Other
Total $0.00 $0.00 $0.00 $0.00 $0.00 $0.00

Financial Jan Feb Mar Apr May Jun


Bank Fees
Interest Payments
Debt Repayment
Credit Card Repayment
Emergency Fund Savings
Retirement Savings
Income Taxes Due
Other
Total $0.00 $0.00 $0.00 $0.00 $0.00 $0.00

Enjoyment Jan Feb Mar Apr May Jun


Gifts
Entertainment
Vacations
Pets
Hobbies
Restaurants
Holiday Expenses
Other
Total $0.00 $0.00 $0.00 $0.00 $0.00 $0.00

Routine Expenses Jan Feb Mar Apr May Jun


Groceries
Clothing
Hair & Personal Care
Other
Total $0.00 $0.00 $0.00 $0.00 $0.00 $0.00

Family Jan Feb Mar Apr May Jun


Childcare
School Supplies
Tuition
Books
Activities
Allowance
Other
Total $0.00 $0.00 $0.00 $0.00 $0.00 $0.00

Totals & Summary


Monthly and yearly totals of your income and expenses are shown here. Negative values (expenses greater than income) are highlighted in red

Totals Jan Feb Mar Apr May Jun


Income $0.00 $0.00 $0.00 $0.00 $0.00 $0.00
Expenses 0.00 0.00 0.00 0.00 0.00 0.00
Difference 0.00 0.00 0.00 0.00 0.00 0.00

Category Total % of Income


Home Expenses $0.00 #DIV/0!
Transportation $0.00 #DIV/0!
Utilities $0.00 #DIV/0!
Medical $0.00 #DIV/0!
Financial $0.00 #DIV/0!
Enjoyment $0.00 #DIV/0!
Routine Expenses $0.00 #DIV/0!
Family $0.00 #DIV/0!
Total $0.00 #DIV/0!

Expense Breakdown
Where all the money went over the year

Home Expens es Tra ns portation Util i ties Medi cal Fi na nci al Enjoyment Routine Expens es Fa mi l y
Home Expens es Tra ns portation Util i ties Medi cal Fi na nci al Enjoyment Routine Expens es Fa mi l y

Monthly Income vs. Expenses


For each month, this shows your total income and expenses,
and a line indicating the difference between the two.
$1.00

$0.90

$0.80

$0.70

$0.60

$0.50

$0.40

$0.30

$0.20

$0.10

$0.00
Ja n Feb Ma r Apr May Jun Jul Aug Sep Oct Nov

Income Expens es Di fference


$0.10

$0.00
Ja n Feb Ma r Apr May Jun Jul Aug Sep Oct Nov

Income Expens es Di fference


Squawkfox .com

Jul Aug Sep Oct Nov Dec Total


$0.00
$0.00
$0.00
$0.00
$0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00

hout the year.

Jul Aug Sep Oct Nov Dec Total


$0.00
$0.00
$0.00
$0.00
$0.00
$0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00

Jul Aug Sep Oct Nov Dec Total


$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00
Jul Aug Sep Oct Nov Dec Total
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00

Jul Aug Sep Oct Nov Dec Total


$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00

Jul Aug Sep Oct Nov Dec Total


$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00

Jul Aug Sep Oct Nov Dec Total


$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00

Jul Aug Sep Oct Nov Dec Total


$0.00
$0.00
$0.00
$0.00
$0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00

Jul Aug Sep Oct Nov Dec Total


$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00

ncome) are highlighted in red.

Jul Aug Sep Oct Nov Dec Total


$0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00
0.00 0.00 0.00 0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00 0.00 0.00 0.00
Expens es Fa mi l y
Expens es Fa mi l y

Sep Oct Nov Dec


Sep Oct Nov Dec

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