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Monthly Budgeting Worksheet Template

The Monthly Budgeting Worksheet is designed to help individuals track their income and expenses to create a budget that aligns with their financial goals. It includes sections for total income, monthly expenses categorized by type, and a calculation of net income. Users can fill in budgeted amounts, due dates, and track their spending throughout the month.

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selaasie
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16 views3 pages

Monthly Budgeting Worksheet Template

The Monthly Budgeting Worksheet is designed to help individuals track their income and expenses to create a budget that aligns with their financial goals. It includes sections for total income, monthly expenses categorized by type, and a calculation of net income. Users can fill in budgeted amounts, due dates, and track their spending throughout the month.

Uploaded by

selaasie
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd

Monthly Budgeting Worksheet

Use this worksheet to determine and track your income/spending plan for each month.
With this information, you can create a budget that will help you meet your needs
to help reach your financial goals.

Total Income:
Minus Total Expenses:
Equals What's left:

Monthly Net Income


Fill in your net income. Net income = Income remaining after taxes and withholding. (Include income from
work, investments, self-employment, consulting, education funds, gifts, child support/alimony, other)

Total Monthly Income:

Monthly Expenses
For your monthly expenses, fill in a budget amount. Then fill in when the expense occurs throughout the
month. Expenses can be fixed, flexible and periodic. Fixed expense stays the same each month.
Flexible expense varies from month to month. Periodic expense is typically paid 1 to 4 times a year.
If you have periodic expenses, figure how much it is for a year and divide by 12 months.

Budgeted Due Week 5/


Expense Categories Amount Date Week 1 Week 2 Week 3 Week 4 Other Total

Housing:
Rent/mortgage
Trash/Sewer
Telephone/Internet
Property taxes
Home/Rent Insurance
Home Maintenance
Electricity
Heating
Water
Other Housing
Total Housing:

Transportation:
Car/Truck Payment
Parking
Licensing/Registration Fees
Auto Insurance
Auto Maintenance
Fuel
Public Transportation
Other Transportation
Total Transporation:
Food:
Meal Plans Budgeted Due Week 5/
Groceries Amount Date Week 1 Week 2 Week 3 Week 4 Other Total
Dining Out
Beverages
Pet Food
Other Food
Total Food:

Debt Repayment:
Student Loans
Personal Loans
Credit Cards
Other Debt
Total Debt Repayment:

Entertainment:
TV/Cable
Travel
Electronics
Movies
Music
Subscriptions
Books/Textbooks
Hobbies
Other Entertainment
Total Entertainment:

Savings:
Retirement
Emergency fund
College
Special Events
Other Savings
Total Savings:

Health & Insurance:


Health Insurance
Life Insurance
Pet Insurance
Long-term Care Ins.
Glasses/Contacts
Medical visits
Prescriptions
Over-the-counter medicine
Other health & Insurance
Total Health & Ins.:
Clothing:
Uniforms
Work Budgeted Due Week 5/
Casual Amount Date Week 1 Week 2 Week 3 Week 4 Other Total
Accessories
Dry Cleaning/Alterations
Other Clothing
Total Clothing:

Personal & Family Care:


Child Support
Alimony
Tuition
School Supplies
Daycare/Babysitters
Hair/Nail Care
Toiletries
Other Care
Total Personal & Family Care:

Other:
Memberships
Donations
Gifts
Advisor Services
Other Miscellaneous
Total Other:

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