Get documents about "Budget Planning Worksheet
Shared by: xiuliliaofz
-
Stats
- views:
- 7
- posted:
- 4/7/2012
- language:
- English
- pages:
- 3
Document Sample
Budget Planning Worksheet
Monthly Yearly
Actual Budget Amounts Total Percentage of Budget Amounts
Totals Totals
Total of Income Sources $3,433.33 $41,200.00 100%
Total Primary Expenses $1,850.00 $22,200.00 54%
Total Discretionary Income $1,583.33 $19,000.00 46%
Total Planned Savings and Investments $500.00 $6,000.00 15%
Discretionary Income Minus Savings $1,083.33 $13,000.00 32%
Total Secondary Expenses $675.00 $7,500.00 18%
Additional Savings or Loss ($00.00) $408.33 $5,500.00 13%
Monthly Annual Monthly Annual
Income Sources Secondary Expenses
Amount Amount Amount Amount
Your Primary Income $1,666.67 $20,000.00 Credit Card Payments $200.00 $2,400.00
Your Spouse's Income $1,666.67 $20,000.00 Auto Loan Payment(secondary) $200.00 $2,400.00
Child Support or Alimony $0.00 Gasoline (mowers, saws,etc.) $0.00
Social Security Income $0.00 Cable or Satellite TV $50.00 $600.00
Disability Income $0.00 Mobile Phone(secondary) $0.00
Pension Income $0.00 Home Improvements $0.00
Investment Income $0.00 Furniture (new / used) $50.00 $600.00
Real Estate Income $0.00 Appliances (new / used) $50.00 $600.00
Business Income $0.00 Entertainment (movies, etc.) $50.00 $600.00
Other Miscellaneous Income $100.00 $1,200.00 Dining Out $50.00 $600.00
Total of Income Sources $3,433.33 $41,200.00 Travel Expenses $0.00
Vacation Expenses $0.00
Moving Expenses $0.00
Monthly Annual Shop Equipment $100.00 $1,200.00
Primary Expenses
Amount Amount Tools $0.00
Payroll Tax Deductions $400.00 $4,800.00 Shop Equipment $0.00
Miscellaneous Payroll Deductions $0.00 Internet Access $0.00
Mortgage Payments or Rent $400.00 $4,800.00 Computer Equipment $0.00
Home Equity Loan or 2nd Mortgage $0.00 Lawn and Garden Supplies $0.00
Property Taxes $0.00 Camping Gear $0.00
Utilities (Gas, Water, Electric, etc.) $100.00 $1,200.00 Clothing / Footwear (additional) $0.00
Charitable Donations $0.00 $0.00
Religious Donations $50.00 $600.00 Storage Fees $0.00
Vehicle Fuel Costs $100.00 $1,200.00 Membership Fees $25.00 $300.00
Auto Loan Payment(primary) $200.00 $2,400.00 Professional Fees (legal, etc.) $25.00 $300.00
Auto Insurance $100.00 $1,200.00 Alcoholic Beverages $50.00 $600.00
Auto Repairs $50.00 $600.00 Tobacco Products $50.00 $600.00
Food & Groceries (no dining out) $0.00 Membership Fees $25.00 $300.00
Clothing / Footwear (required) $50.00 $600.00 Professional Fees (legal, etc.) $25.00 $300.00
Telephone (non-cellular) $0.00 Alcoholic Beverages $50.00 $600.00
Mobile or Cell Phone (primary) $0.00 Tobacco Products $50.00 $600.00
Homeowner or Renters Insurance $50.00 $600.00 Miscellaneous $25.00 $300.00
Health Care Insurance $0.00 Total Secondary Expenses $675.00 $7,500.00
Dental Care Insurance $0.00
Misc.Insurance Costs (life,liability,etc.) $0.00
Home Repairs $0.00 Monthly Annual
Savings and Investments
Home Maintenance and Supplies $50.00 $600.00 Amount Amount
Dry Cleaning and Laundry $0.00 401K or 403B Deposits $0.00
Childcare (daycare & babysitters) $0.00 IRA Deposits $0.00
Land and Real Estate Expenses $0.00 Employee Stock Plans $0.00
Home School Expenses $0.00 Emergency Funds $0.00
Business Income Expenses $0.00 Savings Deposits $0.00
Student Loans or School Expenses $0.00 Cash Savings (monthly) $500.00 $6,000.00
Pets and Livestock(care and food) $100.00 $1,200.00 Miscellaneous Investments $0.00
Home Security $200.00 $2,400.00 Miscellaneous Savings $0.00
Total Primary Expenses $1,850.00 $22,200.00 Total Savings and Investments $500.00 $6,000.00
