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Flex Budget

Category Monthly Bi-Monthly Quarterly Bi-Annual Annual

HOME
Rent/Mortgage

Renter’s/Homeowners’
Insurance
Property Tax (?)

Home Maintenance/
Renovations

CAR
Car Payment

Auto Insurance

Gas

Repairs/ maintenance

Car plates/tabs/ registration

HEALTHCARE
Health Insurance

Dental & Vision

Meds

Out-of-pocket
co-pays
Misc. Drugstore $$

Health Club / Exercise

Eyeglasses/Contacts

Other health equip.

LOANS
Student loan payment

Car payment

Water/Sewer,
Trash/Recycle
Electricity/Gas

UTILITIES (con’t)

Cell phone

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Flex Budget

Category Monthly Bi-Monthly Quarterly Bi-Annual Annual

Roku/Cable TV/DISH

Internet

Netflix/Amazon Prime

Hulu/HBO/etc.

CHURCH
Offering

Special Gifts

Other donations

INSURANCE (Life, Disablity, etc.)


Premiums

CHARITIES

SELF-EMPLOYMENT TAX
Quarterly Tax DUE
Jan 15; April 15; June 15;
Sep 15; Jan 15

INCOME TAX
Federal due April 15
State due April 15

CREDIT CARDS
Visa
Others?

SAVINGS
Vacation Fund

Emergency Fund

401K / IRA

FOOD/STAPLES
Groceries

Pharmacy

Target, etc.

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Flex Budget

Category Monthly Bi-Monthly Quarterly Bi-Annual Annual

CLOTHES / LINENS, ETC.


Career clothes
Leisure/Exercise

GIFTS / ENTERTAINMENT
(Concerts, plays, news/magazines, computer games/expenses, postage, etc.)

TRAVEL (list anticipated trips each month & expenses for each)
Food & Lodging

Transportation (Uber,
flights, metro/subway, etc.)
Books, misc.

Entertainment

Restaurants

GRAND TOTALS

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