Bank Tips Personal Budget Planner Template

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Name:
PERSONAL
__________________________
BUDGET PLANNER
Month and Year:
_______________________
CURRENT
NECESSARY
PLANNED
CURRENT
NECESSARY
PLANNED
Table 1
Table 2
SPENDING
CHANGES
BUDGET
SPENDING
CHANGES
BUDGET
ESSENTIAL MONTHLY EXPENSES
$
$
$
OTHER MONTHLY EXPENSES
$
$
$
Home
Credit Card Payments
Installment Loan Payments
Rent or Mortgage
Electricity
Water/ Sewer/ Garbage
Telephone - Local
Entertainment
Telephone - Long Distance
Eating Out or Ordering In
Movie Tickets
Plays/Concerts
Food
VCR/DVD Movie Rentals
Groceries
CDs, Tapes, Music Supplies
School Lunches
Sporting Events
Work Lunches
Internet Access Fees
Books, Magazines, Newspapers
Transportation
Car Payment
Clubs/Organizations
Car Insurance
Gasoline
Gym or Health Club Dues
Repairs and Maintenance
Club Dues/Expenses
(scouts, soccer, etc.)
Public Transportation
(e.g., bus, train)
Professional Organization Dues
Social Organization Dues
Other Basic Expenses
Gifts and Donations
Child Care
Child Support
Gifts and Cards
(avg. for holidays, birthdays)
Clothing
Religious Tithes
Haircuts/Personal Care
Charitable Contributions
Insurance:
Life, Health, Disability, etc.
Laundry, Dry Cleaning
Pets
Medical and Dental
Prescriptions
Veterinary Expenses (average)
Newspaper
Pet Food
Cable TV
School Expenses
Miscellaneous Expenses
Taxes: IRS, Property
Children's Allowances
Vacations
Occupational License Fees
Savings
Cigarettes, Tobacco Products
Emergencies
Alcoholic Beverages
Long-Term Goals
Snacks
(work, convenience stores, vending)
Retirement
Short-Term Goals
Total Other Expenses
Total Essential Monthly Expenses
Total Living Expenses
Total Essential Monthly Expenses
(Total Net Monthly Income) - (Total Monthly Living Expenses)
= ( + or - )
GROSS INCOME
NET INCOME
MONTHLY INCOME
$
$
$___________.______ - $___________.______ = $__________.____
Income 1
Income 2
Other Income (Child support, social
security, military retirement, etc.)
TOTAL GROSS/NET INCOME

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