Personal Budget Worksheet

 

Name: ________________________ Career:             __________________________

Description                                                              Original                After Event

Monthly Income                               $ ____________      $ ____________

Total Monthly Taxes -                      $ ____________      $ ____________

Net Monthly Income          =          $ ____________      $ ____________

Retirement Savings (min. 5%)                 $ ____________      $ ____________

Monthly Expenses

  1. Health Insurance                             $ ____________      $ ____________
  2. Apartment Rent                                $ ____________      $ ____________
  3. Renter’s Insurance                          $ ____________      $ ____________
  4. Automobile Payment                       $ ____________      $ ____________
  5. Auto Insurance                                $ ____________      $ ____________
  6. Auto Maintenance                           $ ____________      $ ____________
  7. Student Loan Payment                   $ ____________       $ ____________
  8. Utilities                                               $ ____________      $ ____________
  9. Telephone                                         $ ____________      $ ____________ (opt)
  10. Television/Internet                           $ ____________      $ ____________
  11. Food                                                   $ ____________      $ ____________
  12. Clothing                                             $ ____________      $ ____________
  13. Misc./Personal                                  $ ____________      $ ____________
  14. Recreation                                        $ ____________      $ ____________
  15. Charitable Contributions                $ ____________      $ ____________ (opt)

Total Monthly Expenses                          $ ____________      $ ____________

Net Savings (min. 10%)                             $ ____________      $ ____________