Monthly Budget by 0ct7rS8

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									MPI - MONTHLY BUDGET FORM
(Please print completed form and fax to 336.232.1668; All information is confidential)

*Having a realistic budget can provide the initial foundation for financial stability. Our Homeownership
Program will take your initial budget and help provide your family with an initial blueprint to helping you
 improve your financial standing. Please take this budget seriously as it will help us help you.

Please estimate your monthly expenditures on each of the following. If there is an activity that you don't do on
a regular monthly basis such as Christmas gift expenditures, just estimate what you spend on an annual basis.
Also, enter in the date that each "bill" is due. For items like groceries that you do more than once a month, leave blank.


Your Name:

INCOME SECTION

              Monthly take-home pay from primary job of person #1
              Monthly take-home pay from primary job of person #2
              Montly take-home pay from PT job of person #1
              Montly take-home pay from PT job of person #2
              Miscellaneous Income (disability income, retirement
              income, child support, etc…)

                                          TOTAL INCOME:                                                                $0

SAVINGS/CHARITY GOALS

              Savings/Investments/Emergency Funds Monthly Goal

WORKING INCOME (TOTAL INCOME MINUS SAVINGS GOAL )                                                                      $0

                                                                                                            ENTER DATE
                                                                                                            EXPENSE IS
                                                                                                            DUE IN THIS
HOME EXPENSES                                                                                                  BOX           Ex. 14th

       Monthly Pymt of your home
       Electricity
       Gas
       Water
       Internet/Phone/Cable or Bundled Services
       Security System
       Mobile Phone
       Miscellaneous/Landscaping
                                             TOTAL                                                                     $0
TRANSPORTATION EXPENSES

              Total Auto and/or Truck Payments
              Household Gasoline Expenses
              Monthly Auto Insurance Payments
              Miscellaneous auto/truck expenses (oil change,
              repairs, etc…..)
                                                      TOTAL                                                            $0
DAILY LIVING EXPENSES

        Groceries
        Dining Out
        Cigerettes and alcohol
        Child Care/After School Programs
        Salon/Barbers/Manicure/Pedicures/etc….
        Dry Cleaning/Laundry
                                             TOTAL          $0
ENTERTAINMENT EXPENSES

         Video and DVD rentals and purchases
         Movies and plays
         Concerts and clubs
         Miscellaneous
                                                TOTAL       $0
HEALTH EXPENSES

         Health Club Dues
         Health Insurance (if not deducted from paycheck)
         Prescriptions and medications
         Life Insurance
         Miscellaneous
                                                 TOTAL      $0

MONTHLY MISCELLANEOUS AND RECREATIONAL EXPENSES
Please list the expense in the shaded area

         Miscellaneous #1
         Miscellaneous #2
         Miscellaneous #3
         Miscellaneous #4
                                                TOTAL       $0
DUES/SUBSCRIPTIONS/BOOKS

         Magazines and newspapers
         Religious organizations
         Books, music (CDs, DVD, etc.)
         Miscellaneous
                                                TOTAL       $0
FINANCIAL OBLIGATIONS

         Credit Card #1
         Credit Card #2
         Credit Card #3
         Loan #1
         Loan #2
         Loan #3
         Miscellaneous #1
         Miscellaneous #2
         Miscellaneous #3
                                                TOTAL       $0
*The following section are personal expenses that are hard to project monthly. However, for these
expenses, please enter what you feel is a reasonable yearly estimate. After entering this total
you will be assigned a monthly total for personal expenses to better help you with your
monthly budget.

PERSONAL EXPENSES (entire annual estimate)

           Vacation expenses (Include plane fare, accomodations,
           food and souvenirs, rental cars, spending money, etc…)
           Christmas gifts for entire family
           Birthday gifts for entire family
           Anniversery/Miscellaneous holiday gifts
           Miscellaneous
           Miscellaneous

           Monthly Savings required for Personal Expenses                                       $0


TOTAL EXPENSES                                                                                  $0

TOTAL SURPLUS OR SHORTAGE                            $0

Questions to Complete for Our Purposes:

1) DATE THIS BUDGET WAS COMPLETED

2) How often is person #1 paid in primary job                   Please Select

3) How often is person #2 paid in primary job                   Please Select

4) Please use the section below to describe your miscellaneous and part-time income, if
applicable. Use the section to let us know when you are paid this income and how it is paid to
you. This will allow us to construct a feasible financial coaching plan for you and/or your family.
Also use this section to tell us about any challenges that needs to be addressed in your coaching.




Please Select
once a month
twice a month
weekly
other

								
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