WYO HELP Budget Helper

WYO HELP Budget Helper
Name*

First NameLast Name
Email*
example@example.com
Income (Monthly)
Monthly Income
Housing Costs (Monthly)
Mortgage/Rent
Mortgage should include insurance
Monthly Maintenance Costs
HOA or other rental fees
Property Tax if mortgage is paid off.
Otherwise should be included in mortgage
Housing as Percent of Income
Suggested percentage is 30%
Total Housing Costs
Suggested Housing
Utility Costs (Monthly)
Electricity
Gas
Water/Sewer/City Bills
Cell Phone/Telephone
Internet/TV
Utilities as Percent of Income
Suggested Percentage is 10%
Total Utilities Costs
Suggested Utility
Transportation Costs (Monthly)
Car Payment
Fuel
Bus/Taxi
Transportation as Percent of Income
Suggested Percentage is 10%
Total Transportation Costs
Suggested Transportation
Insurance & Health Expenses (Monthly)

.
Car Insurance
Health Insurance
Other Medical Expenses
Renter's Insurance
Total Insurance Expenses
Insurance as Percent of Income
Suggested Percentage is 10%
Suggested Insurance
Food Expense (Monthly)

If only occasionally, calculate what would be spent yearly and then divide by 12.
Groceries
Restaurants
Total Food Expenses
Food as Percent of Income
Suggested Percentage is 15%
Suggested Food
Personal Expense (Monthly)

If only occasionally, calculate what would be spent yearly and then divide by 12.
Childcare
Education
Clothing/Other
Regular Misc. Expenses
Credit Cards
Monthly Payment you make
Other Loan Payments
Total Personal Costs
Personal Exp. as Percent of Income
Suggested Percentage is 5%
Suggested Personal
Recreation
Travel/Vacations
Movies/Games/Subscriptions
Pets
Other Recreational Costs
Total Recreational Costs
Recreational Exp as Percent of Income
Suggested Percentage is 5%
Suggested Recreational
Savings
Retirement Accounts
Emergency Fund
Total Savings
Savings as Percent of Income
Suggested Percentage is 5%
Suggested Savings
Charitable Giving
Church/Synagogue/etc.
Local Charity
National/International Charity
Total Charity
Charity as Percent of Income
Suggested Percentage is 10%
Suggested Charity
Totals
Income
Housing
Housing Percent of Income
Suggest 30%
Utilities
Utilities Percent of Income
Suggest 10%
Transportation
Transportation Percent of Income
Suggest 10%
Insurance/Health
Insurance/Health Percent of Income
Suggest 10%
Food
Food Percent of Income
Suggest 15%
Personal
Personal Percent of Income
Suggest 5%
Recreation
Recreation Percent of Income
Suggest 5%
Savings
Savings Percent of Income
Suggest 5%
Charity
Charity Percent of Income
Suggest 10%
Total Expenses
Total Expenses as Percent of Income
Difference between Income & Expenses
If you desire to send this to our staff, you may hit submit. Otherwise you may print the form for yourself.
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WYO HELP Budget Helper

Income (Monthly)

Housing Costs (Monthly)

Utility Costs (Monthly)

Transportation Costs (Monthly)

Insurance & Health Expenses (Monthly)

Food Expense (Monthly)

Personal Expense (Monthly)

Recreation

Savings

Charitable Giving

Totals