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Budget_Worksheet - Budget Worksheet

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									                                                                                                                       Indicate here if Annual
Budget Worksheet                                                                                  Monthly Amount              Expense


INCOME
wages / pension
second income
commission / tips
child tax benefits
support payments
other
                                                                                   TOTAL INCOME                    0


HOUSING EXPENSES
first mortgage
second mortgage
rent
property taxes*
strata fee / pad rental
house / tenant insurance
hydro
gas
alternate heating source
water / sewer / garbage*
phone (incl. long distance)
cell phone(s)
cable
internet
storage locker
home security
repairs / maintenance*
household items (e.g. décor, gardening supplies)*
other


LIVING EXPENSES
groceries
personal care (e.g. grooming, cosmetics)
baby / infant needs (e.g. diapers, formula)
laundry / dry cleaning
bus / taxi
fuel (vehicle 1 / vehicle 2)
insurance (vehicle 1 / vehicle 2)*
parking
auto maintenance*
auto membership*
health expenses
provincial medical premiums
specialists (e.g. massage, chiropractor, physiotherapy)
eye care*
prescriptions*
dental / orthodontist*
over-the-counter*
deductibles / out-of-pocket*
other
insurance
life insurance
disability
extended health
other (e.g. critical illness, payment protection)
pets / vet bills / insurance*
bank fees / safety deposit box
income tax instalments*
other living expenses


WORK EXPENSES
daycare
lunches / breaks (person 1)
lunches / breaks (person 2)
special / professional clothing*
license fees / professional dues*
work supplies (e.g. tools, classroom supplies)*
other


PERSONAL EXPENSES
clothing & shoes (adults)*
tobacco
alcohol
recreation (e.g. sports equipment & fees, activities)
fitness memberships
eating out
entertainment (e.g. movies, event tickets, social activities)
lottery / gaming / bingo
babysitting
hair care*
salon services (e.g. tanning, aesthetics)*
magazines / newspapers / books
education (tuition & supplies)*
gifts / special occasions*
hobbies*
travel / vacations*
donations / charity / assisting family*
annual memberships (store, online, family, etc.)*
other
children
clothing & shoes (kids)*
allowance
lessons / activities
school supplies / fees*
gifts*
other


PAYMENTS
child / spousal support
secured debts
money owed to family / friends
credit cards
loans
line of credit
student loan
lease
other debt payment
emergency savings
income tax (additional)
RRSP
RESP
other savings payment
                                                                               TOTAL EXPENSES                      0

                                                                          .

*The items identified with an asterisk (*) typically occur irregularly throughout the year.

For more budgeting help, visit MyMoneyCoach.ca
Monthly Spending Planner
                            Monthly
                            Guideline   Jan      Feb      March     April      May      June      July      Aug      Sept      Oct      Nov      Dec      Year

INCOME
Wages / Pension
Secondary income
Child tax credit
Child care allowance
Support payments
Interest/dividends
Other
Other
Income totals                             0.00     0.00      0.00       0.00     0.00      0.00      0.00     0.00      0.00     0.00     0.00     0.00      0.00


EXPENSES
Savings
Savings for seasonal exp.
Long–term savings
Retirement (RRSP)
Investment savings
RESP
Bonds
Income tax (additional)
Other
Savings totals                            0.00     0.00      0.00       0.00     0.00      0.00      0.00     0.00      0.00     0.00     0.00     0.00      0.00


Payment Obligations
Credit card
Credit card
Credit card
Credit card
Loan
Loan
Vehicle lease
Line of credit
Child/spousal support
Student loans
Other
Other
Payment obligation totals                 0.00     0.00      0.00       0.00     0.00      0.00      0.00     0.00      0.00     0.00     0.00     0.00      0.00


Insurance
Life insurance
Disability insurance
Extended health insurance
Other
Insurance totals                          0.00     0.00      0.00       0.00     0.00      0.00      0.00     0.00      0.00     0.00     0.00     0.00      0.00


Housing
Mortgage
Second mortgage
Mortgage insurance
Strata fees
Pad rent
Property taxes
Rent
Storage locker
Home security
Home insurance
Other
Housing totals                            0.00     0.00      0.00       0.00     0.00      0.00      0.00     0.00      0.00     0.00     0.00     0.00      0.00


Utilities
Hydro
Natural gas
Alternate heating source
Water, sewer, garbage
Cable
Home telephone
Second phone line
Cellular telephone
Internet
Other
Utilities totals                          0.00     0.00      0.00       0.00     0.00      0.00      0.00     0.00      0.00     0.00     0.00     0.00      0.00
                               Monthly
                               Guideline   Jan      Feb      March     April      May      June      July      Aug      Sept      Oct      Nov      Dec      Year

Household
Home repairs
Home improvements
Gardening supplies
Linens
Home décor
Seasonal décor
Kitchen gadgets
Outdoor home/yard supplies
Landscape/gardening services
Other
Housing totals                               0.00     0.00      0.00       0.00     0.00      0.00      0.00     0.00      0.00     0.00     0.00     0.00      0.00


Living costs
Provincial medical (MSP)
Groceries
Lunch & coffee breaks
Laundry/dry cleaning
Work/professional clothing
Housecleaning service
Bank service charges
Other
Living costs totals                          0.00     0.00      0.00       0.00     0.00      0.00      0.00     0.00      0.00     0.00     0.00     0.00      0.00


Health
Medical treatments
Dental
Orthodontics
Optical
Prescriptions
Over-the-counter drugs
Deductibles/out-of-pocket
Other
Health totals                                0.00     0.00      0.00       0.00     0.00      0.00      0.00     0.00      0.00     0.00     0.00     0.00      0.00


Transportation
Gas/fuel – vehicle 1
Insurance – vehicle 1
Gas/fuel – vehicle 2
Insurance – vehicle 2
Parking
Maintenance
Repairs
Car wash/detailing services
Public transportation
Taxis
Bicycle costs
Other
Transportation totals                        0.00     0.00      0.00       0.00     0.00      0.00      0.00     0.00      0.00     0.00     0.00     0.00      0.00


Children
Daycare
Babysitting
Activities
Lessons
Sports
Clothing
School fees
School supplies
School fundraisers
Other
Children totals                              0.00     0.00      0.00       0.00     0.00      0.00      0.00     0.00      0.00     0.00     0.00     0.00      0.00


Pets
Pet food
Veterinarians/pet medicines
Pet insurance
Other
Pet totals                                   0.00     0.00      0.00       0.00     0.00      0.00      0.00     0.00      0.00     0.00     0.00     0.00      0.00


Personal
Clothing, including shoes
Tobacco
Alcohol
Gifts – family
Gifts – friends
                                 Monthly
                                 Guideline   Jan          Feb          March      April          May          June      July          Aug          Sept          Oct          Nov          Dec          Year
Gifts – hostess/housewarming
Haircuts
Personal grooming
Cosmetics
Salon services
Other
Personal totals                                0.00         0.00          0.00        0.00         0.00          0.00      0.00         0.00          0.00         0.00         0.00         0.00          0.00


Education
Tuition fees
Books
Supplies (ink/paper/pens/etc)
Course materials (calculator)
Other
Education totals                               0.00         0.00          0.00        0.00         0.00          0.00      0.00         0.00          0.00         0.00         0.00         0.00          0.00


Entertainment
Dining out
Lottery tickets/gambling/bingo
Entertaining at home/BBQ
Video/DVD rentals
Movies/plays
Books
Music (CDs, etc.)
Hockey/football/etc. pools
Concerts/clubs
Hobbies (e.g crafts, baking…)
Other
Entertainment totals                           0.00         0.00          0.00        0.00         0.00          0.00      0.00         0.00          0.00         0.00         0.00         0.00          0.00


Recreation
Sports equipment
Activities
Team dues
Licenses
Other
Recreation totals                              0.00         0.00          0.00        0.00         0.00          0.00      0.00         0.00          0.00         0.00         0.00         0.00          0.00


Donations/Subscriptions
Magazines
Newspapers
Religious organizations
Charity
Other
Donation/subscription totals                   0.00         0.00          0.00        0.00         0.00          0.00      0.00         0.00          0.00         0.00         0.00         0.00          0.00


Vacations/Travel
Plane fare
Accommodations, e.g. hotel
Camping fees
Food
Recreation activities
Entertainment
Souvenirs
Rental car
Spending money
Pet boarding/house sitter
Other
Vacation totals                                0.00         0.00          0.00        0.00         0.00          0.00      0.00         0.00          0.00         0.00         0.00         0.00          0.00


Miscellaneous
Professional dues
Association fees
Gym membership
Annual family membership
Store membership
Other
Miscellaneous totals                           0.00         0.00          0.00        0.00         0.00          0.00      0.00         0.00          0.00         0.00         0.00         0.00          0.00



Total expenses                                     0.00         0.00       0.00           0.00         0.00      0.00          0.00         0.00          0.00         0.00         0.00         0.00      0.00

Cash short/extra                                   0.00         0.00       0.00           0.00         0.00      0.00          0.00         0.00          0.00         0.00         0.00         0.00      0.00

								
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