B
Budget
BUDGET WORKSHEET SET PLANNING, OVERVIEW & BREAKDOWN
Income
YEAR / PERIOD M O N T H LY DATE(S)
DESCRIPTION
G R A N D T O TA L S ONCE A YEAR
G R A N D T O TA L S OTHE R
G R A N D T O TA L S
PROJECTED
ACTUAL
Income
N OT E S
Bills
YEAR / PERIOD M O N T H LY DATE(S)
Discretionary (non-essential) expenses CATEGORY / DESCRIPTION
G R A N D T O TA L S
BUDGET
ACTUAL
Bills
ONCE A YEAR DATE(S)
OTHE R
HOA dues, taxes, licenses, tags, regular maintenance, etc.
DESCRIPTION
PROJECTED
ACTUAL
Bi-annual and quarterly payments, insurance, dues, etc.
G R A N D T O TA L S
YEAR / PERIOD
B U D G E T
YEAR / PERIOD M O N T H LY DATE(S)
Living
Non-negotiable expenses & payments CATEGORY / DESCRIPTION
G R A N D T O TA L S
BUDGET
ACTUAL
Living
B U D G E T
OTHE R
DATE(S)
CATEGORY / DESCRIPTION
G R A N D T O TA L S N OT E S
BUDGET
ACTUAL
B U D G E T YEAR / PERIOD M O N T H LY DATE(S)
Personal
Discretionary (non-essential) expenses CATEGORY / DESCRIPTION
G R A N D T O TA L S
BUDGET
ACTUAL
Personal
B U D G E T
OTHE R
DATE(S)
CATEGORY / DESCRIPTION
G R A N D T O TA L S N OT E S
BUDGET
ACTUAL
Budget
YEAR / PERIOD M O N T H LY DATE(S)
C AT E G O R Y CATEGORY / DESCRIPTION
G R A N D T O TA L S
BUDGET
ACTUAL
Budget
OTHE R
DATE(S)
CATEGORY / DESCRIPTION
G R A N D T O TA L S N OT E S
BUDGET
ACTUAL
Budget
YEAR / PERIOD M O N T H LY DATE(S)
C AT E G O R Y CATEGORY / DESCRIPTION
G R A N D T O TA L S
BUDGET
ACTUAL
Budget
OTHE R
DATE(S)
CATEGORY / DESCRIPTION
G R A N D T O TA L S N OT E S
BUDGET
ACTUAL
PL A N N I N G YEAR / PERIOD
Savings
C AT E G O R Y PLANNED EXPENSE DESC
G R A N D T O TA L S N OT E S
AMT NEEDED
PER YR
PER MO
Savings
PL A N N I N G
YEAR / PERIOD C AT E G O R Y
PLANNED EXPENSE DESC
G R A N D T O TA L S N OT E S
AMT NEEDED
PER YR
PER MO
S AV I N G S YEAR / PERIOD
100%
Goal =
C AT E G O R Y / S AV I N G F O R
T O TA L N E E D E D G O A L D AT E DATE
DEPOSIT
G R A N D T O TA L
BALANCE
75%
=
50%
=
25%
=
0%
=
0.00
Goal DATE
N OT E S
S AV I N G S DEPOSIT
BALANCE
S AV I N G S YEAR / PERIOD
100%
Goal =
C AT E G O R Y / S AV I N G F O R
T O TA L N E E D E D G O A L D AT E DATE
DEPOSIT
G R A N D T O TA L
BALANCE
75%
=
50%
=
25%
=
0%
=
0.00
Goal DATE
N OT E S
S AV I N G S DEPOSIT
BALANCE
OV E RV I E W YEAR/PERIOD
Salary, Wages & Tips, Gifts, Interest, Rewards, etc.
INCOME DATE(S)
Budget
CATEGORY / DESCRIPTION
BUDGET
ACTUAL
TOTA L TO WA R D I N C O M E
EXPENSES
Rent, Mortgage, Bills, Debt Payments, Living Expenses, Free Spend, etc.
TOTA L TO WA R D E X P E N S E S
SINKING FUNDS
Planned Future Expenses, Gifts, Leisure, Maintenance, etc.
TOTA L TO WA R D S I N K I N G F U N D S
S AV I N G S
Money Market Account, Retirement, Children's Education, etc.
TOTA L TO WA R D S AV I N G S
Budget
N OT E S
OV E RV I E W
OV E RV I E W
Budget
Current / Projected / Ideal BUDGET
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Use color, numbers and/or text labels to indicate the portion(s) of your income allocated to each category during each budget period. N OT E S
Budget
OV E RV I E W
Current / Projected / Ideal BUDGET
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Use color, numbers and/or text labels to indicate the portion(s) of your income allocated to each category during each budget period. N OT E S