Monthly Budget Calculation
Name
First Name
Last Name
Spouse Name (if applicable)
First Name
Last Name
Email
example@example.com
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Monthly Home Budget
Mortgage/Rent
Home/Rental Insurance
Gas/Oil/Electric
Water/Sewer/Trash
Phone Bill
Cable/Satelite
Internet
Furnishings/Appliances
Lawn/Garden
Maintenance/Supplies
Improvements
Other
Total Home Budget
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Monthly Transportation Budget
Auto Loans
Auto Insurance
Registration/License
Fuel
Repairs
Other
Total Transportation Budget
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Monthly Health Budget
Health Insurance
Doctor/Dentist
Medicine/Drugs
Health Club Dues
Life, LTC Insurance
Veterinarian/Pet Care
Other
Total Health Budget
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Monthly Charity/Gifts Budget
Gifts Given
Charitable Donations
Other
Total Charity Budget
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Monthly Subscription Budget
Newspaper/Magazines
Dues/Memberships
Other
Total Subscription Budget
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Monthly Daily Living Budget
Groceries
Personal Supplies
Clothing
Cleaning
Education/Lessons
Dining/Eating Out
Hair Salon
Other
Total Daily Living Budget
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Monthly Entertainment Budget
Videos/DVDs
Music
Movies/Theater
Concerts/Plays
Books
Sports/Hobbies
Outdoor Recreation
Vacation/Travel
Other
Total Entertainment Budget
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Monthly Savings Budget
Emergency Fund
Transfer to Savings
Retirement (401k, IRA)
Investments
Education
Other
Total Savings Budget
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Monthly Obligations Budget
Student Loans
Other Loans
Credit Cards
Alimony/Child Support
Other
Total Obligation Budget
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Monthly Miscellaneous Budget
Bank Fees
Postage
Other (please include any remaining budget item)
Total Miscellaneous Budget
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Total Monthly Budget Summary
Total Home
Total Transportation
Total Health
Total Charity
Total Subscriptions
Total Daily Living
Total Entertainment
Total Savings
Total Obligations
Total Misc. Items
GRAND TOTAL - Monthly Budget
Additional comments, thoughts, concerns, etc.
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