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Monthly Budgeting Tool

The document outlines categories of monthly income, expenses, and a budget summary. It includes sections for income, home expenses, transportation, health, charity/gifts, subscriptions, daily living, entertainment, savings, obligations, and miscellaneous. For each category it lists the budgeted and actual amounts, and difference.

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Wufai
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© Attribution Non-Commercial (BY-NC)
We take content rights seriously. If you suspect this is your content, claim it here.
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150 views

Monthly Budgeting Tool

The document outlines categories of monthly income, expenses, and a budget summary. It includes sections for income, home expenses, transportation, health, charity/gifts, subscriptions, daily living, entertainment, savings, obligations, and miscellaneous. For each category it lists the budgeted and actual amounts, and difference.

Uploaded by

Wufai
Copyright
© Attribution Non-Commercial (BY-NC)
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as XLSX, PDF, TXT or read online on Scribd
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INCOME Wages & Tips Interest Income Dividends Gifts Received Refunds/Reinbursements Transfer From Savings Other Other

Total INCOME HOME EXPENSES Mortgage/Rent Home/Rental Insurance Electricity Gas/Oil Water/Sewer/Trash Phone Cable/Satellite Internet Furnishings/Appliances Lawn/Garden Maintenance/Supplies Improvements Other Total HOME EXPENSES TRANSPORTATION Vehicle Payments Auto Insurance Fuel Bus/Taxi/Train Fare Repairs Registration/License Other Total TRANSPORTATION HEALTH Health Insurance Doctor/Dentist Medicine/Drugs Health Club Dues Life Insurance Veterinarian/Pet Care Other Total HEALTH CHARITY/GIFTS Gifts Given Charitable Donations Religious Donations Other Total CHARITY/GIFTS SUBSCRIPTIONS Newspaper Magazines Dues/Memberships Other Total SUBSCRIPTIONS

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[42]MONTHLY BUDGET SUMMARY Total Income Total Expenses NET

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DAILY LIVING Groceries Personal Supplies Clothing Cleaning Education/Lessons Dining/Eating Out Salon/Barber Pet Food Other Total DAILY LIVING ENTERTAINMENT Videos/DVDs Music Games Rentals Movies/Theater Concerts/Plays Books Hobbies Film/Photos Sports Outdoor Recreation Toys/Gadgets Vacation/Travel Other Total ENTERTAINMENT SAVINGS Emergency Fund Transfer to Savings Retirement (401k, IRA) Investments Education Other Total SAVINGS OBLIGATIONS Student Loan Other Loan Credit Cards Alimony/Child Support Federal Taxes State/Local Taxes Other Total OBLIGATIONS MISCELLANEOUS Bank Fees Postage Other Other Total MISCELLANEOUS

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