Retirement Budget Worksheet Template
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Complete Retirement Budget Worksheet Template with your personal data - all interactive fields are highlighted in places where you should type, access drop-down lists or select multiple-choice options.
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1What’s
Good financial planning starts with knowing what you spend.
Try out this budget worksheet to see the difference in your costs
your budget?
before you retire and after you stop working.
My monthly expenses after I retire:
My current monthly expenses:
HOUSING
HOUSING
Rent, mortgage
1.00
Rent, mortgage
1.00
Property taxes
Property taxes
Maintenance
Maintenance
Insurance
Insurance
UTILITIES
UTILITIES
Hydro
Hydro
Gas
Gas
Sewage and water
Sewage and water
Phone(s)
Phone(s)
Internet
Internet
TV cable/satellite
TV cable/satellite
CAR
CAR
Loan, lease payment
Loan, lease payment
Insurance
Insurance
Gas
Gas
Repairs
Repairs
OTHER EXPENSES
OTHER EXPENSES
Groceries
Groceries
Restaurants
Restaurants
Personal clothing
Personal clothing
Toiletries
Clothing for work
Medical
Toiletries
Dental
Medical
Entertainment
Dental
Magazines, books & newspapers
Travel to work
Hobbies
Entertainment
Vacation/travel
Magazines, books & newspapers
Gifts
Hobbies
Donations
Vacation/travel
Miscellaneous
Gifts
Donations
Miscellaneous
PERSONAL INSURANCE
PERSONAL INSURANCE
Health insurance
Health insurance
Disability insurance
Disability insurance
Life insurance
Life insurance
FINANCIAL
FINANCIAL
Personal loans
Personal loans
Bank fees
Bank fees
Credit cards
Credit cards
Savings
Savings
Company pension contributions
Stock purchase plan
TAXES
TAXES
Income tax
Income tax
CPP and EI premiums
TOTAL
TOTAL
$ 1.00
$ 1.00
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Parent category: Business