Monthly Budget Template
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1Monthly Budget Sheet
Income
Primary Needs
Short Term Savings
Donations/Tithe
Take Home Pay
Vacation
Mortgage/Rent
Dividends
Christmas
Electric
Investments
Gifts
Heat
Gifts
Other Savings Goals
Groceries
Other
Gas
Total =
Phone
Insurance (Health)
Total =
Insurance (Life)
Long Term Savings
Insurance (Home)
Retirement Fund
Insurance (Car)
Debt Repayment
Emergency Fund
Other
Credit Card(s)
New Car Fund
Total =
Car Payment
College Fund
Student Loan
Other Savings Goals
Secondary Needs
Private Loan
Education
Other
Total =
Tuition
Prescriptions
Kids’ Activities
Total =
Financial Summary
Clothing
Income $
Dining Out
minus
Entertainment
Debt Repayment $
Personal Care
Primary Needs $
Cable/Satellite
Secondary Needs $
Other
Short Term Savings $
Long Term Savings $
Total =
Bottom Line $
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Parent category: Financial