BUDGET W ORKSHEET
Current Monthly Expense Tracking Report – Page 1 Spending Category Yearly Fees Month Month Month Divided by One Two Three 12 CURRENT HOUSING EXPENSES
Rent (or Mortgage Pmt.) Utilities (gas, electric, water, sewer) Apartment Fees Property Taxes Homeowner’s Ins.
Month Four
Average Mo. Amt.
HOUSING TOTALS CURRENT NON-HOUSING EXPENSES PAYROLL DEDUCTIONS FOOD
Groceries Eating out, delivery, carry out, etc.
FOOD TOTALS TELEPHONE
Basic Home Service Long Distance Cell Phone
TELEPHONE TOTALS INTERNET EXPENSE CHILDREN
Day Care Tuition, activities & allowance Clothing, haircuts, etc. Child Support
CHILDREN TOTALS ELDER CARE AUTO #1
Car Payment Gas, Maintenance & Repairs Car insurance Registration/Tags Drivers License Renewal
AUTO #1 TOTALS AUTO #2
Car Payment Gas, Maintenance & Repairs Car insurance Registration/Tags Drivers License Renewal
AUTO #2 TOTALS TRANSPORTATION (bus, taxi,
etc.)
Budget Worksheet Page One Totals
Budget Worksheet
Current Monthly Expense Tracking Report – Page 2 CURRENT NON-HOUSING EXPENSES
SAVINGS CHURCH AND CHARITY DEBT (FROM WORKSHEET #3) HEALTHCARE (not paid by insurance) Doctors, etc Pharmacy Vision, Dental Other (wheelchairs, crutches, etc.) Medical Ins. (not payroll deducted) HEALTHCARE TOTAL PETS Food Medical (shots, emergency care, etc.) Kennel Costs (during vacations) PETS TOTAL FITNESS CLUB AND EXERCISE EQUIPMENT LIFE INSURANCE LAUNDRY & DRY CLEANING ENTERTAINMENT Cable Bars or nights-out Movie or movie rentals ENTERTAINMENT TOTALS VACATIONS HOLIDAYS Gifts Parties HOLIDAY TOTALS EDUCATION Tuition Books Parking Passes EDUCATION TOTALS UNION OR PROFESSIONAL DUES FURNITURE & APPLIANCES HOUSEHOLD MISCELLANEOUS PERSONAL SPENDING 1 Clothing, shoes Grooming (hair, makeup, etc) PERSON 1 TOTALS PERSONAL SPENDING 2 Clothing, shoes Grooming (hair, makeup, etc) PERSON 2 TOTALS OTHER (Cash, etc.)
Budget Worksheet Page Two Totals
Budget Worksheet
REVOLVING AND INSTALLMENT DEBTS Category
Current Monthly Expense – Page 3 Borrower
Avg. Mo. Payment Total Balance
Co-Borrower
Avg. Mo. Payment Total Balance
CREDIT CARD PAYMENTS Card Name & Account # Card Name & Account # Card Name & Account # Card Name & Account # CREDIT CARD TOTALS OTHER INSTALLMENT LOANS (not car payments) STUDENT LOANS Creditor Name & Account # Creditor Name & Account # Creditor Name & Account # STUDENT LOAN TOTALS OTHER MISCELLANEOUS DEBT TOTAL MONTHLY DEBT – FILL IN ON PAGE 2