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BUDGET

INCOME EXPENSES
• Wages
• Income from self- Categories:
employment or business
ownership • Housing (Mortgage
• SSI/SSDI Payments, HELOC
• Food Stamps/WIC Payments)
• Other Public Benefits • Utilities NET
• Alimony/Child Support • Food INCOME
• Unemployment Benefits • Transportation
• Worker’s Compensation • Health-Related
• Veteran’s Compensation • Child/Dependent-Related
• Rental Income • Credit Card/Loan
• Interest/Investment Income Payments
• Income from other • Personal
household members • Miscellaneous
• Other Income

BALANCE SHEET
ASSETS LIABILITIES
• Checking Account(s)
• Savings Account(s) Categories:
• Cash – not already included in
checking and savings accounts
• Housing (Mortgage
• Vehicles Balance, HELOC
• Primary Residence Balance)
• Real Estate – other than • Credit Card/ Other Loan NET
Primary Residence
• Other Investments/Assets – Balances WORTH
stocks, bonds, mutual funds, • Unpaid Bills (not in
IRA/retirement accounts, cash collection)
value life insurance, etc. • Collections/Judgments
• College Savings Account –
529 or Other
• Business

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