Budget Basics Worksheet
Filling out this chart will help you figure out what kind of financial shape you're in--then come chat with Lake Champlain 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 |
 |
Other Loan Payments |
 |
Savings/Pension Contribution |
 |
Utilities (gas, water, electric, phone) |
 |
Credit Card Payments |
 |
Car Upkeep (gas, maintenance) |
 |
Clothing |
 |
Personal Care Products (shampoo, shaving cream, etc.) |
 |
Groceries |
 |
Food prepared outside the home (restaurant meals and carry out) |
 |
Medical/Dental/Prescriptions |
 |
Household Goods (hardware, lawn and garden) |
 |
Recreation/Entertainment |
 |
Child Care |
 |
Education (continuing education, lessons for children) |
 |
Charitable Donations |
 |
Miscellaneous |
 |
 |
 |
Total Expenses = |
 |
 |
 |
Remaining Income After Expenses = |