Personal Budget Form

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Worksheet 1.1: Personal Budget Form
MONTHLY BREAKDOWN OF EXPENSES:
Category
Plan 1
Plan 2
Monthly amount
Monthly amount
Housing (rent, utilities)
Bills (phone, Internet, cable, gas,
electricity)
Food (groceries, meals)
Transportation (bus, car, gas, parking)
Education costs (tuition, training)
Medical (prescriptions, eye
glasses/contacts)
Children (daycare, recreation, diapers,
clothing)
Dress and Grooming (clothes, hair,
shoes)
Entertainment (recreation, music,
gifts, parties, travel, trips)
Loan payments and interest charges
TOTAL
A) MONTHLY INCOME: ______________________________________
B) MONTHLY EXPENSES: _____________________________________
C) SURPLUS/DEFICIT: _______________________________________
Note: Your surplus/deficit is determined by subtracting your expenses from your income (A – B = C).

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