Budget Basics Worksheet
Filling out this chart will help you figure out what kind of financial shape you're in--then come chat with Coldwell Banker Islands Realty!
| Income |
 |
| Take Home Pay/All family members |
|
| Child Support/Alimony |
|
| Pension/Social Security |
|
| Disability/Other Insurance |
|
| Interest/Dividends |
|
| Other |
|
| Total Income |
|
| Expenses |
|
| Rent/Mortgage (include taxes, principal, and insurance) |
|
| Life Insurance |
|
| Health/Disability Insurance |
|
| Vehicle Insurance |
|
| Homeowners or Other Insurance |
|
| Car Payments |
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| Other Loan Payments |
|
| Savings/Pension Contribution |
|
| Utilities (gas, water, electric, phone) |
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| Credit Card Payments |
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| Car Upkeep (gas, maintenance) |
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| Clothing |
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| Personal Care Products (shampoo, shaving cream, etc.) |
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| Groceries |
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| Food prepared outside the home (restaurant meals and carry out) |
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| Medical/Dental/Prescriptions |
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| Household Goods (hardware, lawn and garden) |
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| Recreation/Entertainment |
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| Child Care |
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| Education (continuing education, lessons for children) |
|
| Charitable Donations |
|
| Miscellaneous |
|
|
|
| Total Expenses = |
|
|
|
| Remaining Income After Expenses = |
