Family Monthly Budget

Family Monthly Budget
Full Name*
Email*
Date*

MonthDayYear
Are you a House-A-Vet participant?*

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Checking Balance
Total all account
Savings Balance
Total all account

Actual Monthly Income

Rows	Actual Monthly Income
Income 1
Income 2
Extra Income
Total Monthly Income

Housing

Rows	Actual Cost
Mortgage or Rent
Second Mortgage or Rent
Phone
Electricity
Gas
Water and Sewer
Cable
Waste Removal
Maintenance or Repairs
Supplies
Other
Subtotals

Transportation

Rows	Actual Cost
Vehicle 1 Payment
Vehicle 2 Payment
Bus/taxi fare
Insurance
Licensing
Fuel
Maintenance
Other
Subtotals

Insurance

Rows	Actual Cost
Home
Health
Life
Other
Subtotals

Food

Rows	Actual Cost
Groceries
Dining Out
Other
Subtotals

Children

Rows	Actual Cost
Medical
Clothing
School Tuition
School Supplies
Organization Dues or Fees
Lunch Money
Child Care
Toys/Games
Other
Subtotals

Pets

Rows	Actual Cost
Food
Medical
Grooming
Toys
Other
Subtotals

Personal Care

Rows	Actual Cost
Medical
Hair/Nails
Clothing
Dry Cleaning
Health Club
Organization Dues or Fees
Other
Subtotals

Entertainment

Rows	Actual Cost
Video/DVD
CDs
Movies
Concerts
Sporting Events
Live Theater
Other
Subtotals

Loans

Rows	Actual Cost
Personal
Student
Credit Card
Credit Card
Credit Card
Other
Subtotals

Taxes

Rows	Actual Cost
Federal
State
Local
Other
Subtotals

Savings or Investments (per month)

Rows	Actual Cost
Retirement Account (IRAs, Roth, 401k)
Investment Account
College Savings Plan (529, Coverdell, TSA, Bonds)
Other (Real Estate)
Subtotals

Gifts and Donations

Rows	Actual Cost
Charity 1
Charity 2
Charity 3
Subtotals

Legal

Rows	Actual Cost
Attorney
Alimony
Payments on Lien or Judgment
Other
Subtotals

Total Actual Cost
Sum of all subtotals
Actual Balance
Actual Income minus total actual cost
Banking Statement Upload

If you are a House-A-Vet participant please upload your checking and savings statement.
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How do you feel about your finances this month?*

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2

3

4

5

1 is Worst, 5 is Best
Should be Empty: