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  • Copy of Simple Budget Planner - Sheet1

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    This document outlines a sample budget for someone with a yearly spending limit of $15,600. It divides expected expenses into 12 categories and assigns each a percentage of the total spending limit and monthly and yearly dollar amounts. Housing is allotted 25% of the budget, while food, auto expenses, savings, and debt each receive between 7-10%. The document notes that this budget is intended as a starting point and recommends consulting a financial advisor for a more comprehensive plan.

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    This document outlines a sample budget for someone with a yearly spending limit of $15,600. It divides expected expenses into 12 categories and assigns each a percentage of the total spending limit and monthly and yearly dollar amounts. Housing is allotted 25% of the budget, while food, auto expenses, savings, and debt each receive between 7-10%. The document notes that this budget is intended as a starting point and recommends consulting a financial advisor for a more comprehensive plan.

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    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
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    Download as pdf or txt
    32 views2 pages

    Copy of Simple Budget Planner - Sheet1

    Uploaded by

    api-287871647
    This document outlines a sample budget for someone with a yearly spending limit of $15,600. It divides expected expenses into 12 categories and assigns each a percentage of the total spending limit and monthly and yearly dollar amounts. Housing is allotted 25% of the budget, while food, auto expenses, savings, and debt each receive between 7-10%. The document notes that this budget is intended as a starting point and recommends consulting a financial advisor for a more comprehensive plan.

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    © All Rights Reserved
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    of 2

    Isaiah Torres

    Add your spending


    limit here:

    $15,600.00

    Percent

    Categories

    $1,300.00

    Yearly

    Add your spending


    percentages here:

    Housing (mortgage, rent)

    25%

    $3,900

    $325.00

    Food (groceries)

    10%

    $1,560

    $130.00

    Auto (loan, maintenance)

    8%

    $1,248

    $104.00

    Savings

    8%

    $1,248

    $104.00

    Debt

    7%

    $1,092

    $91.00

    Ent/Rec/Eating-out/Vacations

    7%

    $1,092

    $91.00

    Clothing

    6%

    $936

    $78.00

    Insurance (auto, home, life)

    6%

    $936

    $78.00

    Medical/Dental/Eye

    5%

    $780

    $65.00

    Misc

    6%

    $936

    $78.00

    School/Childcare/Tuition

    5%

    $780

    $65.00

    Investments/Stocks/Bonds/Mutual Funds/other

    7%

    $1,092

    $91.00

    100%

    $15,600.00

    $1,300.00

    * This budget is meant to be a starting point to help you begin to budget. Hire a
    professional financial consultant if you want a fuller understanding of your finances.

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