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Budget worksheet

Use this budget worksheet to track your expenses for the next month. If your bills vary, it may take several months to develop an accurate account. After your totals have been calculated, print out this form and keep it in a convenient location. Compare your expenses to the budget every month to ensure that you’re not overspending. Adjust accordingly for salary or bill increases.

Income

  1. $ Monthly Salary (minus taxes)
  2. $ Investment Income
  3. $ Other (child support, alimony, etc.)

Expenses

Housing
  1. $ Monthly Salary (minus taxes)
  2. $ Investment Income
Utilities
  1. $ Electric
  2. $ Gas
  3. $ Water
  4. $ Trash Service
  5. $ Telephone
  6. $ Cellular Service
  7. $ Cable/Television
  8. $ Internet Access
  9. $ Other
Food
  1. $ Groceries
  2. $ Dining Out
  3. $ Other
Auto
  1. $ Loans
  2. $ Maintenance
  3. $ Gas
  4. $ Other
Insurance
  1. $ Health
  2. $ Auto
  3. $ Home
  4. $ Life
  5. $ Other
Loans
  1. $ Education (student loans, tuition)
  2. $ Credit Card Payments
  3. $ Other Loans
Personal Care
  1. $ Toiletries
  2. $ Prescription Medication
  3. $ Entertainment
  4. $ Gym Memberships
  5. $ Vacation/Travel
  6. $ Other (clothing, gifts, etc.)
Savings
  1. $ Emergency Fund Savings
  2. $ Other Savings
  3. $ Miscellaneous Expenses

Totals

  1. $
  2. $
  3. $
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