My budget worksheet

Creating a budget may help you manage your money, grow your savings, and help you feel in control of
your financial health. Use this worksheet to plan, track, and prioritize what’s important to you financially.

Monthly income (after taxes) Personal

Income, salary, wages from all sources $ _____________________ Clothing $ _____________________

Investment income $ _____________________ Dry cleaning, laundry $ _____________________

Dividends, interest, capital gains $ _____________________ Barbershop, salon $ _____________________

Other income $ _____________________ Hobbies $ _____________________

Charitable donations (cash) $ _____________________
Total monthly income $ ________________
Child, elder care $ _____________________
Pets $ _____________________
Monthly expenses
Home Total personal $ _____________________

Mortgage, rent, HOA $ _____________________ Entertainment, recreation

Housecleaning, landscaping $ _____________________ Movies, shows $ _____________________

Electricity, gas $ _____________________ Vacation $ _____________________

Water, trash, recycling $ _____________________ Parties, gifts $ _____________________

Home phone $ _____________________ Subscriptions $ _____________________

Mobile phone $ _____________________ Memberships (art, music) $ _____________________

Cable, Internet access $ _____________________ Total entertainment and recreation $ _____________________

Security $ _____________________ Education

Total home $ ____________________ Tuition, Books $ _____________________

Food Student loans $ _____________________

Groceries $ _____________________ Total education $ _____________________

Dining, take out $ _____________________ Debt

Total food $ ____________________ Credit cards $ _____________________

Auto, transportation Other loans, lines $ _____________________

Car loan, lease $ _____________________ Total debt $ _____________________

Car insurance $ _____________________ Total monthly expenses $ ____________________

Maintenance $ _____________________
Public transit $ _____________________ Monthly savings
Parking $ _____________________ General savings (including emergency fund) $ _____________________
College, other education $ _____________________
Gasoline $ _____________________
Retirement $ _____________________
Total auto, transportation $ _____________________
Other (house down payment, car) $ _____________________
Health
Toiletries $ _____________________
Total monthly savings $ ________________
Cosmetics $ _____________________
Total monthly income $ _____________________
Pharmacy $ _____________________
Total monthly expenses $ _____________________
Health club $ _____________________
Medical, dental $ _____________________ Total monthly savings $ _____________________

Total health $ _____________________

Net cash flow $ _____________________

Printed materials expire 3/31/2021.

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