Budget Worksheet

Use this monthly chart to help track your spending and create a budget.

Category Monthly Budget

Monthly Actual 

Income    
Take-home pay    
Other income    
Total    
     
Expenses    
Housing    
Mortgage or rent    
Taxes & insurance    
Other costs    
Total    
     
Utilities    
Electric    
Water    
Heating    
Telephone & internet    
Television    
Total    
     
Living    
Food    
Entertainment    
Clothing    
Gifts    
Personal & medical care    
Total    
     
Transportation    
Car loan or lease    
Auto insurance    
Maintenance & fuel    
Parking    
Public transit    
Total    
     
Debt    
Credit cards    
Student loans    
Other    
Total    
     
Savings & investments    
Monthly savings    
Charitable donations    
Life insurance    
Total    

 

Totals Monthly Budget Monthly Actual
Total income                           
Total expenses    
Difference    


Return to Financial Literacy Guide.

 

Published on March 21, 2008

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