Personal Monthly Budget - @nicktalksmoney

Percentage of Income Spent Summary

TOTAL MONTHLY INCOME
$7,000

$6,250 $6,000

TOTAL MONTHLY EXPENSES $5,000

37%
$2,336 $4,000

$3,000
TOTAL MONTHLY SAVINGS

$1,350
$2,000

$1,000

CASH BALANCE/INVESTABLE CASH

$0

$2,564 Income Expenses

Monthly Income Monthly Expenses Monthly Savings

ITEM AMOUNT ITEM DUE DATE AMOUNT DATE AMOUNT

Income Source 1 $5,000.00 Rent/mortgage [Date] $800.00 [Date] $1,000.00

Income Source 2 $1,000.00 Electric [Date] $120.00 [Date] $250.00

Other $250.00 Gas [Date] $50.00 [Date] $100.00

Cell phone [Date] $45.00

Groceries [Date] $500.00

Car payment [Date] $273.00

Auto expenses [Date] $120.00

Student loans [Date] $50.00

Credit cards [Date] $100.00

Auto Insurance [Date] $78.00

Personal care [Date] $50.00

Entertainment [Date] $100.00

Miscellaneous [Date] $50.00

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 Personal Balance Sheet - @nicktalksmoney

USCash
Small CapCap
US Mid
1%3% 3%
US Large Cap
8%
International
Large Cap
5%

Fixed Income
12%

Real Estate
68%

Asset Allocation Cash US Small Cap US Mid Cap US Large Cap International Large Cap Fixed Income Real Estate Real Assets

1% 3% 3% 8% 5% 12% 68% 0%
Total $ 733,700 $ 3,700 $ 20,000 $ 20,000 $ 60,000 $ 40,000 $ 90,000 $ 500,000 $ -
Bank Accounts
Checking 1 1,000 1,000
Checking 2 2,500 2,500
Savings 1 200 200
Brokerage Account
Stock 1 20,000 20,000
Stock 2 20,000 20,000
Stock 3 20,000 20,000
Roth IRA
Stock 1 20,000 20,000
Stock 2 20,000 20,000
Stock 3 20,000 20,000
401k
Stock 1 20,000 20,000
Stock 2 20,000 20,000
Stock 3 20,000 20,000
Pension 50,000 50,000
Real Estate 500,000 500,000

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