Monthly Budget Worksheet Template

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Complete Monthly Budget Worksheet Template with your personal data - all interactive fields are highlighted in places where you should type, access drop-down lists or select multiple-choice options.

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Monthly Budget Worksheet
INCOME:
VARIABLE OR FLEXIBLE EXPENSES:
Salary (after deductions)
_____________
Food/household supplies
_____________
Spouse salary (after deductions)
_____________
Dining Out
_____________
Investment income
_____________
Clothes
_____________
Financial aid
_____________
Laundry/dry cleaning
_____________
Gifts
_____________
Gas, oil, auto maintenance
_____________
Other
_____________
Parking
_____________
Medical/dental/eye care
_____________
$0
Total Fixed Income
_____________
Entertainment
_____________
Travel/vacation
_____________
Pets, supplies, food
_____________
FIXED EXPENSES:
Records & books
_____________
Personal care
_____________
Tuition & fees
_____________
Subscriptions
_____________
Books & supplies
_____________
Cable TV and Internet
_____________
Regular savings
_____________
Phone
_____________
Rent/mortgage
_____________
Gifts
_____________
Utilities
_____________
Charity/contributions
_____________
Telephone (base rate)
_____________
Savings for interviews/relocation
_____________
Taxes (federal, state)
_____________
USMLE
_____________
Vehicle payments
_____________
Other
_____________
Other transportation
_____________
Credit card payments
_____________
$0
otal Variable Expenses
_____________
T
Personal loans
_____________
$0
Total Fixed Expenses +
_____________
Educational loans
_____________
$0
Total Monthly Expenses =
_____________
Insurance (life and health)
_____________
Home/renter insurance
_____________
$0
Total Income
_____________
Auto insurance
_____________
$0
Less Total Expenses
_____________
Auto registration/taxes
_____________
Other
_____________
$0
Total Discretionary Income =
_____________
$0
(or Deficit)
Total Fixed Expenses
_____________

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