Retirement Budget Worksheet YEARLY EXPENSE SUMMARY Retirement Income Household Expense Personal Expense Daily Living Expense Yearly Savings
$148,800 $22,800 $18,960 $45,600 $61,440
Expense Chart $45,600
$50,000 $40,000 $30,000
$22,800
$20,000
$18,960
$10,000 $0 Household Expense
Retirement Income Social Security Pension Rental Income Investment Total
Household Expense Item 01 Item 02 Item 03 Item 04 Total
Personal Expense Item 01 Item 02 Item 03 Item 04 Item 05 Total
Daily Living Expense Item 01 Item 02 Item 03 Total
Personal Expense
Daily Living Expense
Weekly
Bi-Weekly
Monthly
Quarterly
Yearly
$1,250 $1,000 $500 $350 $3,100
$2,500 $2,000 $1,000 $700 $6,200
$5,000 $4,000 $2,000 $1,400 $12,400
$1,250 $1,000 $500 $350 $3,100
$60,000 $48,000 $24,000 $16,800 $148,800
Weekly
Bi-Weekly
Monthly
Quarterly
Yearly
$50 $45 $80 $300 $475
$100 $90 $160 $600 $950
$200 $180 $320 $1,200 $1,900
$50 $45 $80 $300 $475
$2,400 $2,160 $3,840 $14,400 $22,800
Weekly
Bi-Weekly
Monthly
Quarterly
Yearly
$60 $20 $39 $100 $176 $395
$120 $40 $78 $200 $352 $790
$240 $80 $156 $400 $704 $1,580
$60 $20 $39 $100 $176 $395
$2,880 $960 $1,872 $4,800 $8,448 $18,960
Weekly
Bi-Weekly
Monthly
Quarterly
Yearly
$300 $250 $400 $950
$600 $500 $800 $1,900
$1,200 $1,000 $1,600 $3,800
$300 $250 $400 $950
$14,400 $12,000 $19,200 $45,600