Budget Planning Worksheet

Estimated Income Yearly Amount Monthly Amount Estimated Expenses Yearly Amount Monthly Amount
Salary And Adjustments     Housing    
Net Salary     Rent/Mortgage    
(Gross Salary less F.I.C.A./Medicare,          
Federal tax, and state and local tax)     Utilities    
      Gas and Electricity    
      Telephone    
Non-Taxable Income     Water    
AFDC          
Veterans Benefits     Transportation    
Social Security     Bus/Train    
Other     Gas/Maintenance    
      Parking    
Other Income          
Interest Income     Food and Personal    
Investment Income     Groceries    
      Clothing    
      Dining Out    
      Laundry/Dry Cleaning    
      Entertainment    
      Other    
           
      Debt Obligations    
      Student Loans    
      Car Payment    
      Credit Cards    
      Other Loans    
           
      Insurance    
      Car    
      Rent/Home    
      Health    
      Life    
           
      Health Care    
      Deductible/Copayments    
      Doctor/Dentist Visits    
      Prescriptions    
           
      Savings    
           
      Miscellaneous    
           
TOTAL INCOME     TOTAL EXPENSES    
YOUR BALANCE=                             ______________Yearly                                        _____________Monthly

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