2014 Budget WorkBook
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1 2014 Budget Workbook
2 This Year s Goals: Ways to achieve this goal: Pay off (credit cards or loans). Your State Farm Federal Credit Union an exclusive benefit sponsored by State Farm since Visit statefarmfcu.com and enjoy the convenience of Online Banking (E-access). Manage your Credit Union accounts from any Internet-enabled device 24/7. Save for (item) to be purchased this year. Connect with us Online banking and electronic services. Borrow with us Vehicle loans, personal loans and lines of credit. Save for (event/vacation) planned this year. Save with us Savings accounts and payroll deduction. Learn with us Financial education learning center. Save to pay yourself first. Toll Free Automated Phone Teller SAVE (7283) Save for the holidays. Make the Most of Your Total Rewards! Set up an emergency fund.
3 January Sun Mon Tues Wed Thurs Fri Sat Notes Start the year off right. Visit the CU s Learning Center for valuable financial tips and take the SavvyMoney Checkup! New Year s Day Martin Luther King, Jr. Day
4 Budget Worksheet January 2014 Income: Wages & Bonuses Interest Income Investment Income Misc. Income Income Taxes Withheld: Federal State & Local Social Security Medicare Expenses: Home Mortgage or Rent Home Equity Loan Homeowners/Renters Insurance Property Taxes Home Repairs & Maintenance Cable/Satellite TV Internet Utilities Water & Sewer Garbage Pickup Telephone (Home/Cell) Transportation Car Payments/Bus or Train Fare Insurance Gasoline/Oil Repairs/Maintenance Fees (License/Tolls) Debt Payments (not listed elsewhere) Student Loans Credit Cards loans Health & Medical Insurance Medical/Dental/Vision Deductible & Co-pays Prescriptions Fitness (Health Club Fees, etc.) Family Obligations Day Care/Babysitting School Tuition/Books Groceries Eating Out Personal Insurance Life Insurance Personal Articles and/or PLUP Personal Cash Entertainment/Recreation Hobbies Subscriptions & Dues Vacations Pets Grooming/Vet Clothing Purchases Dry Cleaning/Laundry Investments & Savings 401(k) or IRA Mutual Funds/Stocks/Bonds College Fund Emergency Miscellaneous Savings Charitable Contributions Miscellaneous Expenses
5 February Sun Mon Tues Wed Thurs Fri Sat Notes Save with us! America Saves Week February 24 March 1. Start Small. Think Big Groundhog Day Lincoln s Birthday Valentine s Day Presidents Day Washington s Birthday Pledge to Save!
6 Budget Worksheet February 2014 Income: Wages & Bonuses Interest Income Investment Income Misc. Income Income Taxes Withheld: Federal State & Local Social Security Medicare Expenses: Home Mortgage or Rent Home Equity Loan Homeowners/Renters Insurance Property Taxes Home Repairs & Maintenance Cable/Satellite TV Internet Utilities Water & Sewer Garbage Pickup Telephone (Home/Cell) Transportation Car Payments/Bus or Train Fare Insurance Gasoline/Oil Repairs/Maintenance Fees (License/Tolls) Debt Payments (not listed elsewhere) Student Loans Credit Cards loans Health & Medical Insurance Medical/Dental/Vision Deductible & Co-pays Prescriptions Fitness (Health Club Fees, etc.) Family Obligations Day Care/Babysitting School Tuition/Books Groceries Eating Out Personal Insurance Life Insurance Personal Articles and/or PLUP Personal Cash Entertainment/Recreation Hobbies Subscriptions & Dues Vacations Pets Grooming/Vet Clothing Purchases Dry Cleaning/Laundry Investments & Savings 401(k) or IRA Mutual Funds/Stocks/Bonds College Fund Emergency Miscellaneous Savings Charitable Contributions Miscellaneous Expenses
7 March Sun Mon Tues Wed Thurs Fri Sat Notes Connect with us! Why wait for a check in the mail? Save time and money with our online Account to Account (A2A) transfer service Ash Wednesday Daylight Savings Time Begins St. Patrick s Day Spring Begins Credit Union Annual Meeting
8 Budget Worksheet March 2014 Income: Wages & Bonuses Interest Income Investment Income Misc. Income Income Taxes Withheld: Federal State & Local Social Security Medicare Expenses: Home Mortgage or Rent Home Equity Loan Homeowners/Renters Insurance Property Taxes Home Repairs & Maintenance Cable/Satellite TV Internet Utilities Water & Sewer Garbage Pickup Telephone (Home/Cell) Transportation Car Payments/Bus or Train Fare Insurance Gasoline/Oil Repairs/Maintenance Fees (License/Tolls) Debt Payments (not listed elsewhere) Student Loans Credit Cards loans Health & Medical Insurance Medical/Dental/Vision Deductible & Co-pays Prescriptions Fitness (Health Club Fees, etc.) Family Obligations Day Care/Babysitting School Tuition/Books Groceries Eating Out Personal Insurance Life Insurance Personal Articles and/or PLUP Personal Cash Entertainment/Recreation Hobbies Subscriptions & Dues Vacations Pets Grooming/Vet Clothing Purchases Dry Cleaning/Laundry Investments & Savings 401(k) or IRA Mutual Funds/Stocks/Bonds College Fund Emergency Miscellaneous Savings Charitable Contributions Miscellaneous Expenses
9 April Sun Mon Tues Wed Thurs Fri Sat Set up ACH direct deposit for your tax refund Notes View current tax information via E-access Palm Sunday Tax Filing Good Friday Easter Earth Day Administrative Professionals Day Honor Earth Day go paperless with E-statements. Signup using The Vault at statefarmfcu.com. National Financial Literacy Month
10 Budget Worksheet April 2014 Income: Wages & Bonuses Interest Income Investment Income Misc. Income Income Taxes Withheld: Federal State & Local Social Security Medicare Expenses: Home Mortgage or Rent Home Equity Loan Homeowners/Renters Insurance Property Taxes Home Repairs & Maintenance Cable/Satellite TV Internet Utilities Water & Sewer Garbage Pickup Telephone (Home/Cell) Transportation Car Payments/Bus or Train Fare Insurance Gasoline/Oil Repairs/Maintenance Fees (License/Tolls) Debt Payments (not listed elsewhere) Student Loans Credit Cards loans Health & Medical Insurance Medical/Dental/Vision Deductible & Co-pays Prescriptions Fitness (Health Club Fees, etc.) Family Obligations Day Care/Babysitting School Tuition/Books Groceries Eating Out Personal Insurance Life Insurance Personal Articles and/or PLUP Personal Cash Entertainment/Recreation Hobbies Subscriptions & Dues Vacations Pets Grooming/Vet Clothing Purchases Dry Cleaning/Laundry Investments & Savings 401(k) or IRA Mutual Funds/Stocks/Bonds College Fund Emergency Miscellaneous Savings Charitable Contributions Miscellaneous Expenses
11 May Sun Mon Tues Wed Thurs Fri Sat Notes Borrow with us! Pre-approvals on your vehicle loans give you purchasing power Mother s Day Armed Forces Day Memorial Day, Observed
12 Budget Worksheet May 2014 Income: Wages & Bonuses Interest Income Investment Income Misc. Income Income Taxes Withheld: Federal State & Local Social Security Medicare Expenses: Home Mortgage or Rent Home Equity Loan Homeowners/Renters Insurance Property Taxes Home Repairs & Maintenance Cable/Satellite TV Internet Utilities Water & Sewer Garbage Pickup Telephone (Home/Cell) Transportation Car Payments/Bus or Train Fare Insurance Gasoline/Oil Repairs/Maintenance Fees (License/Tolls) Debt Payments (not listed elsewhere) Student Loans Credit Cards loans Health & Medical Insurance Medical/Dental/Vision Deductible & Co-pays Prescriptions Fitness (Health Club Fees, etc.) Family Obligations Day Care/Babysitting School Tuition/Books Groceries Eating Out Personal Insurance Life Insurance Personal Articles and/or PLUP Personal Cash Entertainment/Recreation Hobbies Subscriptions & Dues Vacations Pets Grooming/Vet Clothing Purchases Dry Cleaning/Laundry Investments & Savings 401(k) or IRA Mutual Funds/Stocks/Bonds College Fund Emergency Miscellaneous Savings Charitable Contributions Miscellaneous Expenses
13 June Sun Mon Tues Wed Thurs Fri Sat Notes Flag Day Father s Day Summer Begins Visit the CU s Learning Center for a handy link to your free Annual Credit Report. It s Quick, Easy and Secure
14 Budget Worksheet June 2014 Income: Wages & Bonuses Interest Income Investment Income Misc. Income Income Taxes Withheld: Federal State & Local Social Security Medicare Expenses: Home Mortgage or Rent Home Equity Loan Homeowners/Renters Insurance Property Taxes Home Repairs & Maintenance Cable/Satellite TV Internet Utilities Water & Sewer Garbage Pickup Telephone (Home/Cell) Transportation Car Payments/Bus or Train Fare Insurance Gasoline/Oil Repairs/Maintenance Fees (License/Tolls) Debt Payments (not listed elsewhere) Student Loans Credit Cards loans Health & Medical Insurance Medical/Dental/Vision Deductible & Co-pays Prescriptions Fitness (Health Club Fees, etc.) Family Obligations Day Care/Babysitting School Tuition/Books Groceries Eating Out Personal Insurance Life Insurance Personal Articles and/or PLUP Personal Cash Entertainment/Recreation Hobbies Subscriptions & Dues Vacations Pets Grooming/Vet Clothing Purchases Dry Cleaning/Laundry Investments & Savings 401(k) or IRA Mutual Funds/Stocks/Bonds College Fund Emergency Miscellaneous Savings Charitable Contributions Miscellaneous Expenses
15 July Sun Mon Tues Wed Thurs Fri Sat Notes Learn with us! Independence Day Get started with SavvyMoney Checkup to help control your debt, build a budget and start living the life you want to live.
16 Budget Worksheet July 2014 Income: Wages & Bonuses Interest Income Investment Income Misc. Income Income Taxes Withheld: Federal State & Local Social Security Medicare Expenses: Home Mortgage or Rent Home Equity Loan Homeowners/Renters Insurance Property Taxes Home Repairs & Maintenance Cable/Satellite TV Internet Utilities Water & Sewer Garbage Pickup Telephone (Home/Cell) Transportation Car Payments/Bus or Train Fare Insurance Gasoline/Oil Repairs/Maintenance Fees (License/Tolls) Debt Payments (not listed elsewhere) Student Loans Credit Cards loans Health & Medical Insurance Medical/Dental/Vision Deductible & Co-pays Prescriptions Fitness (Health Club Fees, etc.) Family Obligations Day Care/Babysitting School Tuition/Books Groceries Eating Out Personal Insurance Life Insurance Personal Articles and/or PLUP Personal Cash Entertainment/Recreation Hobbies Subscriptions & Dues Vacations Pets Grooming/Vet Clothing Purchases Dry Cleaning/Laundry Investments & Savings 401(k) or IRA Mutual Funds/Stocks/Bonds College Fund Emergency Miscellaneous Savings Charitable Contributions Miscellaneous Expenses
17 August Sun Mon Tues Wed Thurs Fri Sat Notes 1 2 Manage your accounts 24/7 with free Online Banking (E-access)
18 Budget Worksheet August 2014 Income: Wages & Bonuses Interest Income Investment Income Misc. Income Income Taxes Withheld: Federal State & Local Social Security Medicare Expenses: Home Mortgage or Rent Home Equity Loan Homeowners/Renters Insurance Property Taxes Home Repairs & Maintenance Cable/Satellite TV Internet Utilities Water & Sewer Garbage Pickup Telephone (Home/Cell) Transportation Car Payments/Bus or Train Fare Insurance Gasoline/Oil Repairs/Maintenance Fees (License/Tolls) Debt Payments (not listed elsewhere) Student Loans Credit Cards loans Health & Medical Insurance Medical/Dental/Vision Deductible & Co-pays Prescriptions Fitness (Health Club Fees, etc.) Family Obligations Day Care/Babysitting School Tuition/Books Groceries Eating Out Personal Insurance Life Insurance Personal Articles and/or PLUP Personal Cash Entertainment/Recreation Hobbies Subscriptions & Dues Vacations Pets Grooming/Vet Clothing Purchases Dry Cleaning/Laundry Investments & Savings 401(k) or IRA Mutual Funds/Stocks/Bonds College Fund Emergency Miscellaneous Savings Charitable Contributions Miscellaneous Expenses
19 September Sun Mon Tues Wed Thurs Fri Sat Notes Labor Day Patriot Day Autumn Begins Rosh Hashanah Shopping for a new ride? Check out the helpful car-buying tips and financial calculators on the Learning Center.
20 Budget Worksheet September 2014 Income: Wages & Bonuses Interest Income Investment Income Misc. Income Income Taxes Withheld: Federal State & Local Social Security Medicare Expenses: Home Mortgage or Rent Home Equity Loan Homeowners/Renters Insurance Property Taxes Home Repairs & Maintenance Cable/Satellite TV Internet Utilities Water & Sewer Garbage Pickup Telephone (Home/Cell) Transportation Car Payments/Bus or Train Fare Insurance Gasoline/Oil Repairs/Maintenance Fees (License/Tolls) Debt Payments (not listed elsewhere) Student Loans Credit Cards loans Health & Medical Insurance Medical/Dental/Vision Deductible & Co-pays Prescriptions Fitness (Health Club Fees, etc.) Family Obligations Day Care/Babysitting School Tuition/Books Groceries Eating Out Personal Insurance Life Insurance Personal Articles and/or PLUP Personal Cash Entertainment/Recreation Hobbies Subscriptions & Dues Vacations Pets Grooming/Vet Clothing Purchases Dry Cleaning/Laundry Investments & Savings 401(k) or IRA Mutual Funds/Stocks/Bonds College Fund Emergency Miscellaneous Savings Charitable Contributions Miscellaneous Expenses
21 October Sun Mon Tues Wed Thurs Fri Sat Notes Thank you for being a member of State Farm Federal Credit Union! Yom Kippur National Boss Day Columbus Day, Observed International Credit Union Day Halloween International Credit Union Week October 13 19
22 Budget Worksheet October 2014 Income: Wages & Bonuses Interest Income Investment Income Misc. Income Income Taxes Withheld: Federal State & Local Social Security Medicare Expenses: Home Mortgage or Rent Home Equity Loan Homeowners/Renters Insurance Property Taxes Home Repairs & Maintenance Cable/Satellite TV Internet Utilities Water & Sewer Garbage Pickup Telephone (Home/Cell) Transportation Car Payments/Bus or Train Fare Insurance Gasoline/Oil Repairs/Maintenance Fees (License/Tolls) Debt Payments (not listed elsewhere) Student Loans Credit Cards loans Health & Medical Insurance Medical/Dental/Vision Deductible & Co-pays Prescriptions Fitness (Health Club Fees, etc.) Family Obligations Day Care/Babysitting School Tuition/Books Groceries Eating Out Personal Insurance Life Insurance Personal Articles and/or PLUP Personal Cash Entertainment/Recreation Hobbies Subscriptions & Dues Vacations Pets Grooming/Vet Clothing Purchases Dry Cleaning/Laundry Investments & Savings 401(k) or IRA Mutual Funds/Stocks/Bonds College Fund Emergency Miscellaneous Savings Charitable Contributions Miscellaneous Expenses
23 November Sun Mon Tues Wed Thurs Fri Sat Notes Save now for Black Friday It s easy with payroll deduction and a CU secondary share account Daylight Savings Time Ends Election Day Veterans Day Thanksgiving
24 Budget Worksheet November 2014 Income: Wages & Bonuses Interest Income Investment Income Misc. Income Income Taxes Withheld: Federal State & Local Social Security Medicare Expenses: Home Mortgage or Rent Home Equity Loan Homeowners/Renters Insurance Property Taxes Home Repairs & Maintenance Cable/Satellite TV Internet Utilities Water & Sewer Garbage Pickup Telephone (Home/Cell) Transportation Car Payments/Bus or Train Fare Insurance Gasoline/Oil Repairs/Maintenance Fees (License/Tolls) Debt Payments (not listed elsewhere) Student Loans Credit Cards loans Health & Medical Insurance Medical/Dental/Vision Deductible & Co-pays Prescriptions Fitness (Health Club Fees, etc.) Family Obligations Day Care/Babysitting School Tuition/Books Groceries Eating Out Personal Insurance Life Insurance Personal Articles and/or PLUP Personal Cash Entertainment/Recreation Hobbies Subscriptions & Dues Vacations Pets Grooming/Vet Clothing Purchases Dry Cleaning/Laundry Investments & Savings 401(k) or IRA Mutual Funds/Stocks/Bonds College Fund Emergency Miscellaneous Savings Charitable Contributions Miscellaneous Expenses
25 December Sun Mon Tues Wed Thurs Fri Sat Notes National Pearl Harbor Remembrance Day Hanukkah Begins Winter Begins Christmas Did your credit card balances put on a little weight during the holidays? Get a weight loss plan with a debt consolidation loan from your CU.
26 Budget Worksheet December 2014 Income: Wages & Bonuses Interest Income Investment Income Misc. Income Income Taxes Withheld: Federal State & Local Social Security Medicare Expenses: Home Mortgage or Rent Home Equity Loan Homeowners/Renters Insurance Property Taxes Home Repairs & Maintenance Cable/Satellite TV Internet Utilities Water & Sewer Garbage Pickup Telephone (Home/Cell) Transportation Car Payments/Bus or Train Fare Insurance Gasoline/Oil Repairs/Maintenance Fees (License/Tolls) Debt Payments (not listed elsewhere) Student Loans Credit Cards loans Health & Medical Insurance Medical/Dental/Vision Deductible & Co-pays Prescriptions Fitness (Health Club Fees, etc.) Family Obligations Day Care/Babysitting School Tuition/Books Groceries Eating Out Personal Insurance Life Insurance Personal Articles and/or PLUP Personal Cash Entertainment/Recreation Hobbies Subscriptions & Dues Vacations Pets Grooming/Vet Clothing Purchases Dry Cleaning/Laundry Investments & Savings 401(k) or IRA Mutual Funds/Stocks/Bonds College Fund Emergency Miscellaneous Savings Charitable Contributions Miscellaneous Expenses
27 Free Online Banking 24/7 via E-access Update personal information View real time account balances, transactions and tax information Move money between your Credit Union accounts and your accounts at other banks or credit unions with our Account to Account (A2A) service Open your own additional savings accounts to budget and work toward your financial goals Call or visit statefarmfcu.com to find out more. Federally Insured by NCUA A.5
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