Savings Breakdown Chart
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1Breakdown of Savings
(Form 9)
After you have fully funded your emergency fund, you can start to save for other items, such as
furniture, car replacement, home maintenance, or a vacation. This sheet will remind you that
every dollar in your savings account is already committed to something. For example, it’s a bad
idea to take money away from car repairs to pay for an impulse Hawaiian vacation, even if you
pay cash for it. What would you do if the car broke down the week you got back home? However,
it can be okay to reassign the dollars to another category, as long as you do it on purpose and it
doesn’t put you in a pinch in another category. Keep up with your breakdown of savings every
month, one quarter at a time.
Item
Balance By Month
_________
_________
_________
Emergency Fund (1) $1,000
_________
_________
_________
Emergency Fund (2) 3-6 months
_________
_________
_________
Retirement Fund
_________
_________
_________
College Fund
_________
_________
_________
Real Estate Taxes
_________
_________
_________
Homeowner’s Insurance
_________
_________
_________
Repairs or Mn. Fee
_________
_________
_________
Replace Furniture
_________
_________
_________
Car Insurance
_________
_________
_________
Car Replacement
_________
_________
_________
Disability Insurance
_________
_________
_________
Health Insurance
_________
_________
_________
Doctor
_________
_________
_________
Dentist
_________
_________
_________
Optometrist
_________
_________
_________
Life Insurance
_________
_________
_________
School Tuition
_________
_________
_________
School Supplies
_________
_________
_________
Gifts (incl. Christmas)
_________
_________
_________
Vacation
_________
_________
_________
Other ____________________
_________
_________
_________
Other ____________________
_________
_________
_________
TOTAL
_________
_________
_________
Extra copies of this form can be found online:
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