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    Budget Worksheet

    Uploaded by

    nikowawa
    This document is a budget worksheet that tracks monthly income and expenses across multiple categories. It lists categories like home, utilities, food, transportation, debt payments, entertainment, and investments. For each category it shows the monthly budgeted amount and actual monthly amount, and the difference between them. The worksheet then calculates total income, taxes withheld, spendable income, total expenses and investments, and the surplus or shortage.

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    © All Rights Reserved
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    Budget Worksheet

    Uploaded by

    nikowawa
    82 views2 pages
    This document is a budget worksheet that tracks monthly income and expenses across multiple categories. It lists categories like home, utilities, food, transportation, debt payments, entertainment, and investments. For each category it shows the monthly budgeted amount and actual monthly amount, and the difference between them. The worksheet then calculates total income, taxes withheld, spendable income, total expenses and investments, and the surplus or shortage.

    Original Description:

    budgeting

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    This document is a budget worksheet that tracks monthly income and expenses across multiple categories. It lists categories like home, utilities, food, transportation, debt payments, entertainment, and investments. For each category it shows the monthly budgeted amount and actual monthly amount, and the difference between them. The worksheet then calculates total income, taxes withheld, spendable income, total expenses and investments, and the surplus or shortage.

    Copyright:

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

    Budget Worksheet

    Uploaded by

    nikowawa
    This document is a budget worksheet that tracks monthly income and expenses across multiple categories. It lists categories like home, utilities, food, transportation, debt payments, entertainment, and investments. For each category it shows the monthly budgeted amount and actual monthly amount, and the difference between them. The worksheet then calculates total income, taxes withheld, spendable income, total expenses and investments, and the surplus or shortage.

    Copyright:

    © All Rights Reserved
    Download as DOC, PDF, TXT or read online from Scribd
    Download as doc, pdf, or txt
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    BUDGET WORKSHEET

    CATEGORY MONTHLY MONTHLY DIFFERENCE


    BUDGET ACTUAL
    AMOUNT AMOUNT
    INCOME
    Wages and Bonuses
    Miscellaneous Income
    Income Subtotal
    INCOME TAXES WITHHELD
    Federal Income Tax
    State and Local Income tax
    Social Security/Medicare Tax
    Income Taxes Subtotal
    Spendable Income
    EXPENSES
    Home
    Mortgage or Rent
    Homeowners/Renters Insurance
    Property Taxes
    Home Repairs/Home
    Improvements
    Association Dues
    UTILITIES
    Electricity
    Water and Sewer
    Natural Gas/Oil
    Telephone (Land Line, Cell)
    FOOD
    Groceries
    Eating Out (Lunches, Snacks,
    Dinner)
    FAMILY OBLIGATIONS
    Child Support
    Alimony
    Child Care Expenses
    HEALTH AND MEDICIAL
    Insurance (Medical, Dental,
    Vision)
    Unreimbursed Medical Expenses,
    Copays
    Fitness (Yoga, Massage, Gym)
    TRANSPORTATION
    Car Payments
    Gasoline/Oil
    Auto Repairs/Maintenance/Fees
    Auto Insurance
    Other Transportation (Tolls, Bus,
    Taxi, Subway)
    DEBT PAYMENTS
    Credit Cards
    Student Loans
    Other Loans
    ENTERTAINMENT/RECREATION
    Cable TV/Videos/Movies
    Computer Expense
    Hobbies
    Subscriptions and Dues
    Vacations
    PETS
    Food
    Grooming, Boarding, Vet
    CLOTHING
    New Items
    Dry Cleaning
    INVESTMENTS AND SAVINGS
    401(K) or IRA
    Stocks/Bonds/Mutual Funds
    College Fund
    Savings
    Emergency Fund
    MISCELLANEOUS
    Toiletries/ Household Products
    Gifts/Donations
    Grooming (Hair, Make-up, Other)
    Other Miscellaneous Expense
    TOTAL INVESTMENTS AND
    EXPENSES
    SURPLUS OR SHORTAGE
    (Spendable Income Minus Total
    Expenses and Investments)
    ACTION REQUIRED

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