Monthly Family Budget Worksheet Template printable pdf download

MONTHLY FAMILY BUDGET WORKSHEET

MONTHLY

CATEGORY

DIFFERENCE

BUDGET AMOUNT

ACTUAL AMOUNT

Step 1 INCOME:

Pay - Wages and Bonuses _____________________________________________________________________________________________________________

Interest Income ______________________________________________________________________________________________________________________

Investment Income ___________________________________________________________________________________________________________________

Other Income ________________________________________________________________________________________________________________________

Income Total _________________________________________________________________________________________________________________________

Step 2 EXPENSES:

HOME:

_____________________________________________________________________________________________________________________________

Rent or Mortgage ____________________________________________________________________________________________________________________

Homeowners/Renters Insurance _______________________________________________________________________________________________________

Property Taxes _______________________________________________________________________________________________________________________

Home Repairs/Maintenance/HOA Dues _________________________________________________________________________________________________

Home Improvements _________________________________________________________________________________________________________________

UTILITIES:

__________________________________________________________________________________________________________________________

Electricity____________________________________________________________________________________________________________________________

Water and Sewer ____________________________________________________________________________________________________________________

Natural Gas or Oil ____________________________________________________________________________________________________________________

Telephone (Land Line, Cell) ___________________________________________________________________________________________________________

FOOD:

_____________________________________________________________________________________________________________________________

Groceries ___________________________________________________________________________________________________________________________

Eating Out, Lunches, Snacks ___________________________________________________________________________________________________________

FAMILY OBLIGATIONS:

____________________________________________________________________________________________________________

Child Support ________________________________________________________________________________________________________________________

Day Care, Babysitting _________________________________________________________________________________________________________________

HEALTH AND MEDICAL:

___________________________________________________________________________________________________________

Insurance (medical,dental,vision) ______________________________________________________________________________________________________

Unreimbursed Medical Expenses ______________________________________________________________________________________________________

Copays _____________________________________________________________________________________________________________________________

Fitness (Class, Gym) __________________________________________________________________________________________________________________

TRANSPORTATION:

_______________________________________________________________________________________________________________

Mass transportation

_________________________________________________________________________________________________

(subway, bus, train)

Car Payments _______________________________________________________________________________________________________________________

Gasoline ____________________________________________________________________________________________________________________________

Auto Repairs/Maintenance/Fees _______________________________________________________________________________________________________

Auto Insurance ______________________________________________________________________________________________________________________

Other Transportation (tolls, taxis) ______________________________________________________________________________________________________

DEBT PAYMENTS:

_________________________________________________________________________________________________________________

Credit Cards _________________________________________________________________________________________________________________________

Student Loans _______________________________________________________________________________________________________________________

Other Loans _________________________________________________________________________________________________________________________

ENTERTAINMENT/RECREATION:

__________________________________________________________________________________________________

Cable TV/Videos/Movies ______________________________________________________________________________________________________________

Computer Expense ___________________________________________________________________________________________________________________

Hobbies ____________________________________________________________________________________________________________________________

Subscriptions and Dues _______________________________________________________________________________________________________________

Vacations ____________________________________________________________________________________________________________________________

PETS:

______________________________________________________________________________________________________________________________

Food _______________________________________________________________________________________________________________________________

Grooming, Boarding, Vet _____________________________________________________________________________________________________________

CLOTHING:

________________________________________________________________________________________________________________________

You ________________________________________________________________________________________________________________________________

Family ______________________________________________________________________________________________________________________________

INVESTMENTS AND SAVINGS:

___________________________________________________________________________________________________

Savings ______________________________________________________________________________________________________________________________

Emergency Fund _____________________________________________________________________________________________________________________

College Fund ________________________________________________________________________________________________________________________

Investments _________________________________________________________________________________________________________________________

MISCELLANEOUS:

________________________________________________________________________________________________________________

Toiletries ____________________________________________________________________________________________________________________________

Household Products _________________________________________________________________________________________________________________

Gifts/Donations ______________________________________________________________________________________________________________________

Grooming (Hair, Make-up, Other) _____________________________________________________________________________________________________

Miscellaneous Expense _______________________________________________________________________________________________________________

FINANCIAL SERVICES:

____________________________________________________________________________________________________________

Check cashing fees ___________________________________________________________________________________________________________________

Bill payment fees_____________________________________________________________________________________________________________________

Money order fees ____________________________________________________________________________________________________________________

Other financial service fees ___________________________________________________________________________________________________________

PREPAID CARD FEES:

_____________________________________________________________________________________________________________

Maintenance ________________________________________________________________________________________________________________________

ATM withdrawal _____________________________________________________________________________________________________________________

Activation or Enrollment (one-time) ___________________________________________________________________________________________________

Cash reloading at retail _______________________________________________________________________________________________________________

Purchase transaction _________________________________________________________________________________________________________________

Other _______________________________________________________________________________________________________________________________

For more information, go to

Monthly Family Budget Worksheet Template

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