Budget Calculation Worksheet
Expense Worksheet
Item: Home Rent or lease payment
Home Mortgage Pmt (don’t include ins or taxes) Payoff Date _______ Int. %_____ $owed_______
Name: Date: Estimated Monthly Expenses
Now: Retirement: Survivor Now: Survivor Retirement:
Home Property Taxes Home Insurance Home Improvements Home Maintenance Home Domestic Help Child Support Alimony Payments Dependent Care Phone, Water, Elect, Gas, Cable, Internet, Cell Garbage, Snow Removal Gym or Health Club Membership Groceries and Household Incidentals Books, Papers, Subscriptions
Gifts, Birthdays, and Holidays
Charitable Contributions Eating Out: (add all lunches and dinners)
Entertainment and Vacations
Clothing and Personal Items Auto Loan Payment Auto Lease Payment Auto Monthly Saving to Replace Auto Auto: Gas and Maintenance
Auto: Insurance Payments
Boat and RV Payments Life Insurance Premiums Long Term Care Premiums Medical Health Insurance Medicare Supplemental Ins. Age 65 Medicare: Parts A & B Medicare: Part D Medication Expense (not covered by ins) Medical Expenses (not covered by ins) Credit Card Payments (paid off each mo) Credit Card Balances not pd off $___________ Other Loan Pmt: Int %_____ $owed____ due___ Cabin or 2nd Home Expenses: Prof. fees: Attorney, Accountant, Advisor Please write in any other expenses:
(Jim will total all columns for you)