Budget Bundle Worksheets

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Monthly Budget

Income Food
Income #1 $ Groceries $

Income # 2 $ Lunches $

Extra Income $ Restaurants $

Total Income $ Food $

Housing Personal
Mortgage/Rent $
Her Money $
Taxes $
His Money $
Maintenance $
Allowances $
Other $
Entertainment $
Other $
Other $

Housing $ Personal $

Insurance Transportation
Life $ Car Loan #1 $

Health $ Car Loan # 2 $

Homeowner $ Gasoline $

Auto $ Maintenance $

Disability $ License $

Other $ Other $

Insurance $ Transportation $

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Utilities Savings
Electricity $ Emergency $

Water $ Retirement $

Sewer $ Other $

Gas $
Savings $
Trash Removal $

Cable $
Debt
Phone $
Behind on Bills $
Internet $
Medical Bills $
Other $
Debt #1 $
Other $
Debt #2 $
Utilities $
Debt #3 $

Debt #4 $
Misc
Debt #5 $
Childcare $
Debt #6 $
Subscriptions $
Debt #7 $
Memberships $
Debt #8 $
Other $

Misc $ Debt $

Food $ Misc $
Housing $ Savings $
Personal $ Debt $
Insurance $ Total Expenses $
Transportation $ Total Income $
Utilities $ Extra for Debt $

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BILL PAYMENT CALENDAR
Month:
BILL DUE DUE DATE AMOUNT PAID
W
E
E
K
1
BILL DUE DUE DATE AMOUNT PAID
W
E
E
K
2
BILL DUE DUE DATE AMOUNT PAID
W
E
E
K
3
BILL DUE DUE DATE AMOUNT PAID
W
E
E
K
4
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Yearly Payment Tracker
Bill Due Date Amount J F M A M J J A S O N D

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Rainy Day Fund
Emergency Savings Goal :

100 %
90 %
80 %
70 %
60 %
50 %
40 %
30 %
20 %
10 %
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Net Worth
Assets Liabilities
Personal Possessions Loans
Checking Acct Bal $ Mortgage $

Home (net value) $ Other Properties $

Other Properties $ Home Equity Loan $

Vehicle #1 $ Personal Loans $

Vehicle #2 $ Vehicle Loan #1 $

Recreational Vehicles $ Vehicle Loan #2 $

Jewelry/Art/Collections $ Student Loans $

Other $ Other $

Savings & Investments Bills


Savings Acct Bal $ Behind on Bills $
Emergency Fund $ Back Taxes Owed $
Life Insurance $ Medical Bills $
Investments $ Alimony/Child Support $
Real Estate $ Other $
Other $
Loans
Retirement Savings Credit Card Debt $
IRA Balance $ Cash Advances $
401 K $ Loans (family/friends) $
Stocks / Bonds $ Other $
Other $ Other $

Total Assets $ Total Liabilities $

Net Worth $
**Total Assets minus total liabilities
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