Monthly Household Budget Worksheet Template
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1Monthly Household
Budget Worksheet
Client Name(s):
Please complete all applicable line items according to your ACTUAL budget as of today
Monthly Household Income
Current
Revised
Education
Current
Revised
Income # 1
Tuition (Client and/or children)
Income #2
Books/Papers/Supplies
Child Support
Newspapers/Magazines/Subscriptions
SSI/SSA/SSDI
Lessons (sports, dance, music, etc.)
Pension/Retirement
Gifts
Unemployment
Birthdays (children, family, etc.)
Other:
Major Holidays (children, family, etc.)
Total Monthly Income
$
-
$
-
Personal
Housing Expenses
Barber/Haircut/Beauty Shop
Rent/Mortgage
Toiletries (if separate from groceries)
Children's allowances
Homeowners Insurance (if not escrowed)
Property Taxes (if not escrowed)
Tobacco
Heat/Propane/Natural Gas
Beer/Wine/Liquor/Bars
Electricity
Entertainment
Water/Sewage (monthly amount)
Movies/events/concerts
Phone (cell and/or land line)
Netflix/Redbox
Renters Insurance
Internet
Trash and/or recycling
Cable/Satellite TV
Maintenance/Furnishings
Restaurants/Eating Out/Take out meals
Cleaning Supplies (if separate from groceries)
Gambling/Lottery
Transportation
Fitness/Gym
Gas for car
Vacations/Trips
Car Payment
Hobbies/Crafts
Car Insurance
Debts
Repairs/Maintenance (oil change, etc.)
Students Loans
License/Registration Fees
Credit Card (monthly minimum payment)
Parking/Tolls
Credit Card (monthly minimum payment)
Food
Credit Card (monthly minimum payment)
Groceries/Food
Credit Card (monthly minimum payment)
School Lunches
Medical Bills
Work related (meals, snacks)
Personal Loans
Insurance
Childcare
Health (medical, dental, if not deducted f/ paycheck)
Childcare/Babysitters
Life Insurance
Child Support/Alimony paid
Disability
Donations
Medical
Tithing/Charity/Other
Doctor co-pays
Child Support (if not automatically deducted)
Dentist co-pays
Other
Prescription co-pays
List:
Clothing
List:
Clothing
Total Monthy Expenses
$
-
$
-
Current
Revised
$
-
$
-
Income - Expenses = Net Income
If using the Excel format, a
Client Signature:
Date:
number in parenthases ()
indicates negative net income
Client Signature:
Date:
or spending more than you're
making.
Counselor Signature:
Date:
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Parent category: Financial