Professional Documents
Culture Documents
Econ Proj Ws
Econ Proj Ws
Econ Proj Ws
Projected Actual Actual Actual Actual Actual Actual Actual Actual Actual
Monthly Jan Actual Feb Mar Apr May June July Aug Sept Actual Oct Nov
Income
Wages $3,343.00
Gi s $0.00
Allowance $0.00
Financial aid $0.00
Other $0.00
TOTAL Income $3,343.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00
Expenses
School expenses
Tui on $0.00
Fees $0.00
Books $0.00
Supplies $0.00
TOTAL School expenses $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00
Lodging & u li es
Mortgage/Rent $749.00
Water bill $21.11
Energy bill (gas and electric) $72.90
Homeowners or renters insurance $10.58
Other $0.00
TOTAL Lodging & u li es $853.59 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00
Debts
Student loan payments $79.76
Consumer debt payments (credit cards) $0.00
Other $0.00
TOTAL Debts $79.76 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00
Charitable giving
Faith organiza on $0.00
Community organiza on $0.00
Other $0.00
TOTAL Charitable giving $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00
Transporta on
Car payment $151.00
Car insurance (progressive) $179.00
Gas $120.00
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Car maintenance/repairs $0.00
Public transporta on $0.00
Parking $0.00
Other $0.00
TOTAL Transporta on $450.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00
Communica on
Cell phone monthly plan (t mobile Go5G) $80.00
Internet $100.00
Communica on devices $0.00
Other $0.00
TOTAL Communica on $180.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00
Entertainment
Movies $0.00
mp3s/CDs $0.00
Video games $0.00
Concerts $0.00
Ea ng out $45.00
Going out with friends $50.00
Entertaining friends $0.00
Other $0.00
TOTAL Entertainment $95.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00
Personal Expenses
Personal products (hair/skin/ oral care) $220.67
Clothing $150.56
Salon services $50.00
Other $0.00
TOTAL Personal Expenses $421.23 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00
Food/household expenses
Groceries $137.82
Household goods (cleaning supplies/toiletries) $49.15
Other $0.00
TOTAL Food/household expenses $186.97 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00
Gi s
For friends $50.00
For family $50.00
TOTAL Gi s $100.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00
Medical expenses
Medical insurance $142.45
Doctor co-pays $0.00
Prescrip ons (contact subscrip on) $104.00
Other $0.00
TOTAL Medical expenses $246.45 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00
Pet expenses
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Veterinary expenses $100.00
Food $30.00
Boarding $10.00
Other $0.00
TOTAL Pet expenses $140.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00
TOTAL Expenses $2,753.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00
Savings
Long term goals
House $0.00
Roth IRA account (achieve 100k in saving) $150.00
emergency funds $300.00
TOTAL Long term goals $450.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00
Short term goals
Vaca on $100.00
Other (new perfume that is $120) $40.00
TOTAL Short term goals $140.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00
TOTAL Savings $590.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00
TOTAL BUDGET $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00
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Actual
Dec Annual Total Suggested Alloca on Projected Alloca on Actual Alloca on
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00 $0.00
$0.00
$0.00
$0.00
$0.00
$0.00 $0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00 $0.00 Up to 35% 26% 0%
$0.00
$0.00
$0.00
$0.00 $0.00 Up to 5% 2% 0%
$0.00
$0.00
$0.00
$0.00 $0.00 Up to 10% 0% 0%
$0.00
$0.00
$0.00
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$0.00
$0.00
$0.00
$0.00
$0.00 $0.00 Up to 13% 13% 0%
$0.00
$0.00
$0.00
$0.00
$0.00 $0.00 Up to 5% 5% 0%
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00 $0.00 Up to 8% 3% 0%
$0.00
$0.00
$0.00
$0.00
$0.00 $0.00 Up to 7% 13% 0%
$0.00
$0.00
$0.00
$0.00 $0.00 Up to 15% 6% 0%
$0.00
$0.00
$0.00 $0.00 Up to 3% 3% 0%
$0.00
$0.00
$0.00
$0.00
$0.00 $0.00 Up to 5% 7% 0%
5
$0.00
$0.00
$0.00
$0.00
$0.00 $0.00 Up to 1% 4% 0%
$0.00 $0.00
$0.00
$0.00
$0.00
$0.00 $0.00
$0.00
$0.00
$0.00 $0.00
$0.00 $0.00 Approx. 8% 18% 0%
$0.00 $0.00
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