PERSONAL BUDGET TEMPLATE

SUMMARY $8,000.00
Income $ 7,257.00
Savings Goal $ 1,655.00 $7,000.00
Expenses $ 5,359.00 $6,000.00

POTENTIAL TO $ 243.00 $5,000.00

Expenses; 37.55%
SAVE
$4,000.00
Income; 50.85% $3,000.00

$2,000.00

$1,000.00
Savings Goal;
11.60% $-
Income $5,359.00
Expenses
$7,257.00

JAN FEB MAR APR MAY JUN JUL AUG SEPT OCT NOV DEC

INCOME

Salary/Wages $ 5,987.00 $ 5,987.00

Interest Income $ 200.00 $ 200.00

Dividends $ 100.00 $ 100.00

Refunds/Reimbursements $ 55.00 $ 55.00

Business $ 500.00 $ 500.00

Pension $ 300.00 $ 300.00

Misc. $ 115.00 $ 115.00

TOTAL $ 7,257.00

SAVINGS

Emergency Fund $ 500.00 $ 500.00

Transfer to Savings $ 200.00 $ 200.00

Retirement(401K, IRA) $ 100.00 $ 100.00

Investments $ 55.00 $ 55.00

Education $ 500.00 $ 500.00

Other $ 300.00 $ 300.00

TOTAL $ 1,655.00

EXPENSES

HOME

Mortgage/Rent $ 2,250.00 $ 2,250.00

Home/Rental Insurance $ 25.00 $ 25.00

Electricity $ 40.00 $ 40.00

Gas/Oil $ 44.00 $ 44.00

Water/Sewer/Trash $ 20.00 $ 20.00

Phone $ 15.00 $ 15.00

Cable/Satellite $ -
Internet $ 29.00 $ 29.00

Furnishing/Appliances $ -

Lawn/Garden $ -
Maintenance/Improvements $ -

Other $ -

$ 2,423.00 $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ -
TRANSPORTATION

Car Payments $ 250.00 $ 250.00

Auto Insurance $ 100.00 $ 100.00

Fuel $ 100.00 $ 100.00

Public Transportation $ -

Repairs/Maintenance $ -
Registration/License $ 100.00 $ 100.00

$ 550.00 $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ -

DAILY LIVING
Groceries $ 250.00 $ 250.00

Child Care $ 100.00 $ 100.00

Dining Out $ 100.00 $ 100.00

Clothing $ -

Cleaning $ -
Salon/Barber $ 100.00 $ 100.00

Pet Supplies $ 101.00 $ 101.00

$ 651.00 $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ -
ENTERTAINMENT

Video/DVD/Movies $ 250.00 $ 250.00

Concerts/Plays $ 100.00 $ 100.00

Sports $ 100.00 $ 100.00

Outdoor Recreation $ -

$ 450.00
HEALTH

Health Insurance $ 65.00 $ 65.00

Gym Membership $ 20.00 $ 20.00

Doctors/Dentist Visits $ -

Medicine/Prescriptions $ -

Veterinarian $ -
Life Insurance $ -

$ 85.00 $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ -

VACATION/HOLIDAY
Airfare $ 450.00 $ 450.00

Accommodations $ 250.00 $ 250.00

Food $ 200.00 $ 200.00

Souvenirs $ 50.00 $ 50.00

Pet Boarding $ 100.00 $ 100.00

Rental Car $ 150.00 $ 150.00

$ 1,200.00 $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ -

TOTAL $ 5,359.00 $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ -

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