Personal Budget Project Worksheet Template (Page 2 of 3) in pdf

Personal Budget Project Worksheet Template Page 2

Where is the house?

How much does it cost or what is the monthly rent?

If purchasing what is your monthly mortgage payment and what is your total loan

repayment?

Include a picture of your home or apartment below.

Which Website did you use to find your home?

Finding a Car:

What type of car?

Include a picture of your car below.

How much does it cost per month (purchase and lease)?

Which website did you use?

Utilities

Find a local television provider and list your potential monthly bill (cable and internet).

Find a cellular phone provider and list the cost of your monthly plan.

Find the average heat/electric bill of people living in this area.

What is the average amount of money somebody needs to retire? Based on

this number what are some steps you will need to take to be able to have

enough to retire (be specific about which financial tools you would use).

Create an Excel Spreadsheet showing the breakdown of monthly expenses in your budget for

each of the above items. Do the same to show your overall yearly expenses.

Personal Budget Project Worksheet Template Page 2