Monthly Budget Worksheet Template With Instructions Page 2

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M
B
W
ONTHLY
UDGET
ORKSHEET
M
: ____________________
ONTH
INCOME THIS MONTH
INSURANCE
Salary #1 (take-home after taxes)
Auto
Salary #2 (take-home after taxes)
Homeowner’s/Renter’s
Other (after taxes)
Life
Total Monthly Income
Medical/Dental/Vision
Other
GIVING
Church
Total Insurance (Rec. 5% of income)
Other Contributions
HOUSEHOLD/PERSONAL
Total Giving
Food (groceries)
Clothes/ Dry cleaning
SAVING
Emergency
Gifts (Christmas/Birthday)
Replacement (appliances, etc.)
Household items
Long-term/ Investments
Personal
Total Saving (Rec. 5-10% of income)
Cosmetics
Hair Care/ Cuts /Salon Treatments (Nails, etc.)
DEBT
Credit Cards
Other
VISA
Books/Magazines
MasterCard
Allowances
Discover
Music/Dance Lessons
American Express
Technology
Gas Card #1
Education
Gas Card #2
Miscellaneous
Department Store Cards
Total Household (Rec. 15-25% of income)
Educational Loans
ENTERTAINMENT
Other Loans
Going Out
Bank Loans
Meals
Credit Union
Movies/Events
Home Equity Line of Credit
Babysitting
Family/Friends
Travel (Vacation/Trips)
Other
Other
Total Debt (Rec. 0-10% of income)
Fitness/ Sports
Hobbies
HOUSING
Mortgage/Rent
Media Purchase/Rental
Property Taxes
Other
Maintenance/Repairs
Total Entertainment (Rec. 5-10% of income)
Utilities
PROFESSIONAL SERVICES
Electric
Child Care
Gas
Medical/Dental/Prescriptions
Water/Sewer/ Trash
Other
Phone/ Cell Phone
Legal
Internet
Counseling
Cable/Satellite TV
Organization Dues
Total Housing (Rec. 25-38% of income)
Total Prof. Services (Rec. 5-15% of income)
AUTO/TRANSPORTATION
MISC CASH EXPENSES
(Rec. 2-3% of income)
Car Payments
TOTAL INCOME
License Renewal
TOTAL EXPENSES
Gas
NET INCOME
Bus/Train/Parking
(Apply toward Debt & Savings)
Oil/Lube/Maintenance
Securities
Total Auto (Rec. 12-15% of income)
Securities   o ffered   t hrough   L PL   F inancial.   M ember   F INRA   ( )   a nd   S IPC   ( ).  

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