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Budget worksheet

Budget Project (18-25) Budget Worksheet


Projected Actual Actual Actual Actual Actual Actual Actual Actual Actual Actual Actual Actual
Monthly Jan Feb Mar Apr May June July Aug Sept Oct Nov Dec
Income
Tax Accountant $2,837.50
Gifts $0.00
Allowance $0.00
Financial aid $0.00
Other $0.00
TOTAL Income $2,837.50 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00
Expenses
School expenses
Tuition $0.00
Fees $0.00
Books $0.00
Supplies $0.00
TOTAL School expenses $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
Lodging & utilities
Mortgage/Rent $1,010.00
Water bill $50.89
Energy bill (gas and electric) $160.94
Homeowners or renters insurance $11.25
Other $0.00
TOTAL Lodging & utilities $1,233.08 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00
Debts
Student loan payments $530 $44.16
Consumer debt payments (credit cards) $0.00
Other $0.00
TOTAL Debts $44.16 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00
Charitable giving
Faith organization $0.00
Community organization $0.00
Other $0.00
TOTAL Charitable giving $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
Transportation
Car payment $377.00
Car insurance $341.83
Gas $100.00
Car maintenance/repairs
other
Parking $0.00
Other $0.00
TOTAL Transportation $818.83 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00
Communication
Cell phone monthly plan $50.00
Internet $10.00
Communication devices $0.00
Netflix $11.99
TOTAL Communication $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00
Entertainment
Movies $0.00
mp3s/CDs $0.00
Video games $0.00
Concerts $0.00
Eating out $50.00
Going out with friends $80.00
Entertaining friends $0.00
Other $0.00
TOTAL Entertainment $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00
Personal Expenses
Femenine Products $20.00
Clothing $150.00
Skincare products $25.00
Other $0.00
TOTAL Personal Expenses $195.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00
Food/household expenses

Grocieries $121.82
Other $0.00
TOTAL Food/household expenses $121.82 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00
Gifts
For friends $0.00
For family $174.33
TOTAL Gifts $174.33 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00
Medical expenses
Medical insurance $0.00
Doctor co-pays $0.00
Prescriptions $0.00
Other $0.00
TOTAL Medical expenses $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
Pet expenses
Veterinary expenses $0.00
Food $0.00
Boarding
Other
TOTAL Pet expenses $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
TOTAL Expenses $2,587.22 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00
Savings
Long term goals
Louis Vuttion Bag $110.45
Car $0.00
Other $0.00
TOTAL Long term goals $110.45 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00
Short term goals
$0.00
Emergency funds/ remaining $140
TOTAL Short term goals $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
TOTAL Savings $250.28 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00
TOTAL BUDGET $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
Annual Total Suggested Allocation Projected Allocation Actual Allocation

$0.00
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$0.00 Up to 35% 43% 0%

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$0.00 Up to 5% 2% 0%

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$0.00 Up to 10% 0% 0%

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$0.00 Up to 13% 29% 0%

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$0.00 Up to 5% 0% 0%

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$0.00 Up to 8% 0% 0%

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$0.00 Up to 7% 7% 0%

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$0.00 Up to 15% 4% 0%

$0.00
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$0.00 Up to 3% 6% 0%

$0.00
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$0.00 Up to 5% 0% 0%
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$0.00 Up to 1% 0% 0%
$0.00

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$0.00
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$0.00 Approx. 8% 9% 0%
$0.00

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