Personal Budget Control Form
Full Name
*
Email
*
example@example.com
Phone Number
*
Please enter a valid phone number.
From (MM/YYYY)
To (MM/YYYY)
Source of Cash
Monthly Targets
Actual
Variance
Salary
Bonus/Overtime
Income from other jobs
Spouse Salary (optional)
Income from family members
Business Income
Dividends & Interest Earned
Rent from Tenants
Unemployment Pay
Pension
Disability Income
Gifts
Redundancy Payment
Other
Total Cash Available
FOR SUGGESTED FAMILY SPENDING PLAN (BUDGET)
In order of priority
A. Donations to charity
(tithes & offerings)
B. Housing
(rent or mortgage, insurance & maintenance fund)
C. Utilities
(water, electricity, telephone, cable, security)
D. Salaries for housekeeper and child care
E. Investments
(Insurance + Savings/Investment Account + Education Fund + Real Estate + Pension Plan + IRA)
F. Transportation & maintenance
(loan payments, gas, service, insurance, licences)
G. Furniture and appliances for house
(monthly loan payments)
H. Food, toiletries and other basic necessities
(avoid snacks)
I. Clothing and accessories
J. Other monthly bills
(medical, dental, credit cards)
K. Habits & Additions
L. Miscellaneous
(e.g. entertainment, hobbies, spending money for kids, gifts)
M. Vacation/Christmas shopping/Other unnecessary things
SEE REVERSE
Back
Next
From (MM/YYYY)
To (MM/YYYY)
Uses of Cash
Monthly Targets
Actual
Variance
Gifts/Tithes/Offering/Donations
Savings
Housing (Rent or Mortgage)
House Maintenance &
Insurance
Care for Elderly
Electricity
Telephone (regular & cellular)
Cable
Internet Service
Water
Groceries
Dining Out/Lunch
Tuition/School Fees
Education Fund
Pension Fund
Retirement Account (IRA)
Laundry/Dry Cleaning
Pet Expenses
Housekeeper/Childcare
Spousal/Child Support
Medical Insurance
Medicine
National Insurance
Life Insurance Premium(s)
Investments
Loan Payments
a.
b.
c.
d.
Habits & Addictions
Auto Insurance
Auto Care & Inspection
Parking
Other Vacation, clothing, etc
Total Cash Expensed
Surplus or (Deficit)
SEE REVERSE for INCOME bud
g
et and su
gg
ested priorities
Please verify that you are human
*
Submit
Should be Empty: