You can always press Enter⏎ to continue
2024 Monthly Budget
1
Image Field
Previous
Next
Submit
Press
Enter
2
Previous
Next
Submit
Press
Enter
3
Name
*
This field is required.
First Name
Last Name
Previous
Next
Submit
Press
Enter
4
Select The Best Time
What is the best time to contact you?
Please Select
Morning
Afternoon
Evening
Please Select
Please Select
Morning
Afternoon
Evening
Previous
Next
Submit
Press
Enter
5
Phone Number
Area Code
Phone Number
Previous
Next
Submit
Press
Enter
6
Email
*
This field is required.
example@example.com
Previous
Next
Submit
Press
Enter
7
Are you interested in a complimentary consultation with a licensed financial expert to review your budget?
*
This field is required.
Yes
No
Previous
Next
Submit
Press
Enter
8
Would you like to know more about safeguarding your wealth and passing it down to your heirs?
*
This field is required.
Yes
No
Previous
Next
Submit
Press
Enter
9
Year
It is crucial to monitor your monthly budget to gain a better understanding of your annual spending patterns.It is crucial to monitor your monthly budget to gain a better understanding of your annual spending patterns.It is important to track your monthly expenses to gain a better understanding of your annual spending habits.
Please Select
2024
Please Select
Please Select
2024
Previous
Next
Submit
Press
Enter
10
Month
Please Select
January
February
March
April
May
June
July
August
September
October
November
December
Please Select
Please Select
January
February
March
April
May
June
July
August
September
October
November
December
What month is this budget for?
Previous
Next
Submit
Press
Enter
11
Saving
*
This field is required.
Invest in your future by saving some money today and live life to the fullest without having to worry about your finances.
Total Expense
Emergency Fund
Row 0, Column 0
401K Retirement Fund
Row 1, Column 0
College Fund
Row 2, Column 0
Totals
Row 3, Column 0
Emergency Fund
401K Retirement Fund
College Fund
Totals
Total Expense
Row 0, Column 0
Total Expense
Row 1, Column 0
Total Expense
Row 2, Column 0
Total Expense
Row 3, Column 0
1
of 4
Previous
Next
Submit
Press
Enter
12
Housing
*
This field is required.
"Please note that 'Housing payments' refers to all expenses related to housing, such as rent, mortgages, home repairs, and association dues."
Total Expense
Rent
Row 0, Column 0
1st Mortgage
Row 1, Column 0
2nd Mortgage
Row 2, Column 0
Real Estate Taxes
Row 3, Column 0
Repairs/Maint.
Row 4, Column 0
Association Dues
Row 5, Column 0
Totals
Row 6, Column 0
Rent
1st Mortgage
2nd Mortgage
Real Estate Taxes
Repairs/Maint.
Association Dues
Totals
Total Expense
Row 0, Column 0
Total Expense
Row 1, Column 0
Total Expense
Row 2, Column 0
Total Expense
Row 3, Column 0
Total Expense
Row 4, Column 0
Total Expense
Row 5, Column 0
Total Expense
Row 6, Column 0
1
of 7
Previous
Next
Submit
Press
Enter
13
Utilities
*
This field is required.
Ensure we can keep the lights on, the water running, and the house heated/cooled.
Total Expense
Electricity
Row 0, Column 0
Gas
Row 1, Column 0
Water
Row 2, Column 0
Trash
Row 3, Column 0
Phone/Mobile
Row 4, Column 0
Internet
Row 5, Column 0
Cable
Row 6, Column 0
Totals
Row 7, Column 0
Electricity
Gas
Water
Trash
Phone/Mobile
Internet
Cable
Totals
Total Expense
Row 0, Column 0
Total Expense
Row 1, Column 0
Total Expense
Row 2, Column 0
Total Expense
Row 3, Column 0
Total Expense
Row 4, Column 0
Total Expense
Row 5, Column 0
Total Expense
Row 6, Column 0
Total Expense
Row 7, Column 0
1
of 8
Previous
Next
Submit
Press
Enter
14
Insurance
*
This field is required.
Investing in insurance is a wise decision. Keep a record of all your insurance payments especially life, health, homeowners, and car insurance.
Spent
Life
Row 0, Column 0
Health
Row 1, Column 0
Rent/Homeowner's
Row 2, Column 0
Auto
Row 3, Column 0
Disability
Row 4, Column 0
Identity Theft
Row 5, Column 0
Long Term Care
Row 6, Column 0
Totals
Row 7, Column 0
Life
Health
Rent/Homeowner's
Auto
Disability
Identity Theft
Long Term Care
Totals
Spent
Row 0, Column 0
Spent
Row 1, Column 0
Spent
Row 2, Column 0
Spent
Row 3, Column 0
Spent
Row 4, Column 0
Spent
Row 5, Column 0
Spent
Row 6, Column 0
Spent
Row 7, Column 0
1
of 8
Previous
Next
Submit
Press
Enter
15
Medical/Health
*
This field is required.
Include medical expenses such as medications, doctor's visits, and vitamins in your budget.
Total Expense
Medications
Row 0, Column 0
Doctor Bills
Row 1, Column 0
Dentist
Row 2, Column 0
Optometrist
Row 3, Column 0
Vitamins
Row 4, Column 0
Other
Row 5, Column 0
Totals
Row 6, Column 0
Medications
Doctor Bills
Dentist
Optometrist
Vitamins
Other
Totals
Total Expense
Row 0, Column 0
Total Expense
Row 1, Column 0
Total Expense
Row 2, Column 0
Total Expense
Row 3, Column 0
Total Expense
Row 4, Column 0
Total Expense
Row 5, Column 0
Total Expense
Row 6, Column 0
1
of 7
Previous
Next
Submit
Press
Enter
16
Transportation
*
This field is required.
Planning transportation expenses is crucial. Owning a car can be expensive due to repair costs and license fees, and it is important to budget for these expenses.
Total Expense
Gas & Oil
Row 0, Column 0
Repairs & Tires
Row 1, Column 0
Parking
Row 2, Column 0
Registration
Row 3, Column 0
Uber
Row 4, Column 0
Totals
Row 5, Column 0
Gas & Oil
Repairs & Tires
Parking
Registration
Uber
Totals
Total Expense
Row 0, Column 0
Total Expense
Row 1, Column 0
Total Expense
Row 2, Column 0
Total Expense
Row 3, Column 0
Total Expense
Row 4, Column 0
Total Expense
Row 5, Column 0
1
of 6
Previous
Next
Submit
Press
Enter
17
Clothing
*
This field is required.
Enter amounts to get new/replace clothes and clean them for the family.
Total Expense
Work Attire
Row 0, Column 0
Athletic Attire
Row 1, Column 0
Cleaning/Laundry
Row 2, Column 0
Totals
Row 3, Column 0
Work Attire
Athletic Attire
Cleaning/Laundry
Totals
Total Expense
Row 0, Column 0
Total Expense
Row 1, Column 0
Total Expense
Row 2, Column 0
Total Expense
Row 3, Column 0
1
of 4
Previous
Next
Submit
Press
Enter
18
Personal
*
This field is required.
Plan out personal spending in these categories.
Total Expense
Child Care
Row 0, Column 0
Toiletries
Row 1, Column 0
Grooming
Row 2, Column 0
Education
Row 3, Column 0
Books
Row 4, Column 0
Child Support
Row 5, Column 0
Alimony
Row 6, Column 0
Subscriptions
Row 7, Column 0
Org. Dues
Row 8, Column 0
Gifts
Row 9, Column 0
Furniture
Row 10, Column 0
His Fun
Row 11, Column 0
Her Fun
Row 12, Column 0
Baby Supplies
Row 13, Column 0
Pet Supplies
Row 14, Column 0
Music/Tech.
Row 15, Column 0
Miscellaneous
Row 16, Column 0
Totals
Row 17, Column 0
Child Care
Toiletries
Grooming
Education
Books
Child Support
Alimony
Subscriptions
Org. Dues
Gifts
Furniture
His Fun
Her Fun
Baby Supplies
Pet Supplies
Music/Tech.
Miscellaneous
Totals
Total Expense
Row 0, Column 0
Total Expense
Row 1, Column 0
Total Expense
Row 2, Column 0
Total Expense
Row 3, Column 0
Total Expense
Row 4, Column 0
Total Expense
Row 5, Column 0
Total Expense
Row 6, Column 0
Total Expense
Row 7, Column 0
Total Expense
Row 8, Column 0
Total Expense
Row 9, Column 0
Total Expense
Row 10, Column 0
Total Expense
Row 11, Column 0
Total Expense
Row 12, Column 0
Total Expense
Row 13, Column 0
Total Expense
Row 14, Column 0
Total Expense
Row 15, Column 0
Total Expense
Row 16, Column 0
Total Expense
Row 17, Column 0
1
of 18
Previous
Next
Submit
Press
Enter
19
Debts
*
This field is required.
Time to document all your debt payments.
Total Expense
Car Payment 1
Row 0, Column 0
Car Payment 2
Row 1, Column 0
Credit Card 1
Row 2, Column 0
Credit Card 2
Row 3, Column 0
Credit Card 3
Row 4, Column 0
Student Loan 1
Row 5, Column 0
Student Loan 2
Row 6, Column 0
Student Loan 3
Row 7, Column 0
Student Loan 4
Row 8, Column 0
Other 1
Row 9, Column 0
Other 2
Row 10, Column 0
Totals
Row 11, Column 0
Car Payment 1
Car Payment 2
Credit Card 1
Credit Card 2
Credit Card 3
Student Loan 1
Student Loan 2
Student Loan 3
Student Loan 4
Other 1
Other 2
Totals
Total Expense
Row 0, Column 0
Total Expense
Row 1, Column 0
Total Expense
Row 2, Column 0
Total Expense
Row 3, Column 0
Total Expense
Row 4, Column 0
Total Expense
Row 5, Column 0
Total Expense
Row 6, Column 0
Total Expense
Row 7, Column 0
Total Expense
Row 8, Column 0
Total Expense
Row 9, Column 0
Total Expense
Row 10, Column 0
Total Expense
Row 11, Column 0
1
of 12
Previous
Next
Submit
Press
Enter
20
Food
*
This field is required.
Enter in amounts planned to spend on food items.
Total Expense
Groceries
Row 0, Column 0
Uber Eats
Row 1, Column 0
Restaurants
Row 2, Column 0
Totals
Row 3, Column 0
Groceries
Uber Eats
Restaurants
Totals
Total Expense
Row 0, Column 0
Total Expense
Row 1, Column 0
Total Expense
Row 2, Column 0
Total Expense
Row 3, Column 0
1
of 4
Previous
Next
Submit
Press
Enter
21
Recreation
*
This field is required.
Time to plan some reasonable fun!
Spent
Entertainment
Row 0, Column 0
Vacation
Row 1, Column 0
Totals
Row 2, Column 0
Entertainment
Vacation
Totals
Spent
Row 0, Column 0
Spent
Row 1, Column 0
Spent
Row 2, Column 0
1
of 3
Previous
Next
Submit
Press
Enter
22
Charity
*
This field is required.
Money donated to charitable causes. Includes church tithes.
Total Expense
Tithes
Row 0, Column 0
Charity & Offerings
Row 1, Column 0
Totals
Row 2, Column 0
Tithes
Charity & Offerings
Totals
Total Expense
Row 0, Column 0
Total Expense
Row 1, Column 0
Total Expense
Row 2, Column 0
1
of 3
Previous
Next
Submit
Press
Enter
23
Gross Income
"Gross Monthly Income " refers to the total income received before taxes and benefits are deducted in a given month. Look at your most recent pay stub to verify the total amount earned before taxes were deducted.
Previous
Next
Submit
Press
Enter
24
Total Monthly Net Income #1
After all deductions have been taken out, your net income is the actual amount of your paycheck. Enter the total amount of your net income for this month.
Previous
Next
Submit
Press
Enter
25
Total Monthly Expenses
What you have recorded as spent. Managing your fixed monthly expenses is key to maintaining a stable budget. You can better plan for and manage your overall financial health by identifying and tracking these consistent costs. Remember, fixed expenses are those that remain constant from month to month, so it's important to account for them in your budgeting efforts.
Previous
Next
Submit
Press
Enter
26
Income - Spent
"Disposable income" refers to the money that you have left over after paying for all your necessary expenses, such as bills, rent, and groceries.
Previous
Next
Submit
Press
Enter
27
Please verify that you are human
*
This field is required.
Previous
Next
Submit
Press
Enter
Should be Empty:
Question Label
1
of
27
See All
Go Back
Submit