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Budget Worksheet: Housing Current Future Leisure Current Future

This document is a budget worksheet that allows a user to track their current and planned future expenses across several categories including housing, family, transportation, leisure activities, debt payments, insurance, taxes, savings, and charitable giving. The worksheet totals expenses in each category and computes an overall surplus or shortfall compared to monthly income. It is designed to help users identify areas where they could reduce spending in order to lower overall expenses.

Uploaded by

Darius Yang
Copyright
© © All Rights Reserved
Available Formats
Download as PDF, TXT or read online on Scribd
85 views

Budget Worksheet: Housing Current Future Leisure Current Future

This document is a budget worksheet that allows a user to track their current and planned future expenses across several categories including housing, family, transportation, leisure activities, debt payments, insurance, taxes, savings, and charitable giving. The worksheet totals expenses in each category and computes an overall surplus or shortfall compared to monthly income. It is designed to help users identify areas where they could reduce spending in order to lower overall expenses.

Uploaded by

Darius Yang
Copyright
© © All Rights Reserved
Available Formats
Download as PDF, TXT or read online on Scribd
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Budget Worksheet

Use this worksheet to identify areas where you could cut costs in order to reduce your overall expenses.
Housing Current Future Leisure Current Future
Rent $ $ Vacations $ $
Home Phone $ $ Hobbies $ $
Mobile Phone $ $ Club Memberships $ $
Cable / Satellite $ $ Restaurants $ $
Electricity / Gas $ $ Movie Theaters / Rentals $ $
Water / Waste Mgmt. $ $ Entertainment $ $
Maintenance & Repair $ $ Books & Magazines $ $
Home Improvements $ $ Other $ $
Household Help $ $ Other $ $
Lawn Service $ $ Subtotal (e) $ $
Association Dues $ $ Debt Payments
Other $ $ Mortgage $ $
Other $ $ Consumer Debt $ $
Other $ $ Subtotal (f) $ $
Subtotal (a) $ $ Insurance Premiums
Family Life Insurance $ $
Food & Grocery $ $ Auto Insurance $ $
Clothing $ $ Homeowners Insurance $ $
Medical / Dental / Prescriptions $ $
(not covered by insurance) Long Term Care / Disability $ $
Legal Protection $ $
Laundry & Dry Cleaning $ $
Other $ $
Child Care $ $
Educational Expenses $ $
Subtotal (g) $ $
Alimony / Child Support $ $
Savings
Baby Sitters $ $
Retirement $ $
Non-Retirement $ $
Other $ $
Education $ $
Other $ $
Other Goals & Dreams $ $
Other $ $
Emergency Fund $ $
Subtotal (b) $ $
Subtotal (h) $ $
Giving
Taxes
Charitable $ $ Income Taxes $ $
Non-Charitable $ $ Property Taxes $ $

Gifts (birthday, holiday, etc.) $ $ Subtotal (i) $ $


Other $ $
Worksheet Totals Current Future
Other $ $
Monthly Income $ 3,500 $
Subtotal (c) $ $
Living Expenses $ $
Transportation (a + b + c + d + e)
Gas & Oil $ $ Other Expenses $ $
Maintenance & Repairs (f + g + h + i)
$ $
Other $ $ Surplus / (Shortfall) = $3,500
Other $ $
Subtotal (d) $ $

6 January 15, 2018

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