Personal Monthly Budget
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1 Personal Monthly Budget Monthly Income Projected Actual Difference Children Projected Actual Difference Job 1 Take-home Income 0 Child Care 0 Job 2 Take-home Income 0 Diapers/Supplies 0 Job 3 Take-home Income 0 Clothing 0 Child Support 0 Lunch Money 0 Alimony 0 Medical 0 Investment 1 0 Organization Fees 0 Investment 2 0 Life/Health Insurance 0 Retirement 0 School Supplies 0 Interest/Dividends 0 Totals Other 0 Other 0 Personal Projected Actual Difference Totals Clothing 0 Dry Cleaning 0 Home Expenses Projected Actual Difference Fitness Membership 0 Mortgage/Rent 1 0 Hair/Nails 0 Mortgage/Rent 2 0 Salon/Barber 0 Water 0 Gifts 0 Home Telephone 0 Cell Phone 0 Waste Removal 0 Life/Health Insurance 0 Cable/Satellite/Internet 0 Other 0 Insurance 0 Totals Electric 0 Household Gas 0 Entertainment Projected Actual Difference Maintenance/Repairs 0 Video/DVD Rentals/Music 0 Home Services 0 Movies/Concerts 0 Home Improvement 0 Sporting Events 0 Taxes/s/Fees 0 Dining Out 0 Supplies 0 Magazine Subscription 0 Other 0 Satellite Radio 0 Totals Club/Membership Fees 0 Charity/Donations 0 Transportation Projected Actual Difference Other 0 Vehicle 1 0 Other 0 Vehicle 2 0 Totals Bus/Taxi Fare 0 Insurance 0 s/loans Projected Actual Difference Gas/Fuel 0 Personal Loan 1 0 Maintenance/Repairs 0 Personal Loan 2 0 Parking 0 Student Loan 0 Other 0 Credit Card 0 Totals Credit Card 0 Credit Card 0 Food Projected Actual Difference Credit Card 0 Groceries 0 Credit Card 0 Dining Out 0 Child Support 0 Lunches 0 Alimony 0 Snacks 0 Other 0 Totals Other 0 Totals Pets Projected Actual Difference Food 0 Investments/Savings Projected Actual Difference Veterinary Costs 0 Retirement Account 0 Grooming 0 Investment Account 0 Toys 0 Savings Account 0 Other 0 Other 0 Totals Totals Month Totals Projected Actual Difference Total Income Total Expenses Projected End Balance 0 Actual End Balance 0
2 Monthly Bank Reconciliation For The Month Of: Statement : Statement Ending Balance: Deposits (List the deposits that are in transit or not appearing on this statement) of Deposit Amount of Deposit Amount Total Deposits: $0.00 s/transactions (List the payments that are outstanding or not appearing on this statement) Check #/ Amount Check #/ Amount Total s/transactions: $0.00 Calculated Account Balance: $0.00 Balance on Personal Check Register: Difference: $0.00
3 Bill Organizer Monthly Income Your Income Spouse Income Total Income Interest Secured Debt Rate Mortgage 1 Mortgage 2 Mortgage 3 Auto Loan 1 Auto Loan 2 Auto Loan 3 Boat/Rec Loan 1 Misc. Loan 1 Total Secured Debt Unsecured Debt Credit Card 1 Credit Card 2 Credit Card 3 Credit Card 4 Credit Card 5 Credit Card 6 Credit Card 7 Credit Card 8 Personal Loan 1 Interest Rate Personal Loan 2 Personal Loan 3 Total Unsecured Debt Utilities Gas Electric Garbage Water Sanitation Telephone Cell Phone Internet Services Cable TV Satellite Total Utilities Insurance Auto Life Medical Disability Miscellaneous Total Insurance Total Amounts Total Amount of Bills Paid Cash After Bills Paid Total Income This Month Average Monthly Income Made Made Made Made s Made
4
5 Basic Household Spending & Income Sheet Paid To: Bill 1 Bill 2 Bill 3 Bill 4 Bill 5 Bill 6 Bill 7 Exp 1 Exp 2 Exp 3 Exp 4 Exp 5 Deposits Total To: Bill 1 Bill 2 Bill 3 Bill 4 Bill 5 Bill 6 Bill 7 Exp 1 Exp 2 Exp 3 Exp 4 Exp 5 Deposits $0.00 Total Deposits $0.00 Total Spent $0.00 Income Remaining $0.00
6 Assets Personal Estimated Value Loan Balances Estimated Value Home 1 Mortgage Loan 1 Home 2 Mortgage Loan 2 Vehicle 1 Vehicle Loan 1 Vehicle 2 Vehicle Loan 2 Vehicle 3 Vehicle Loan 3 Furniture Home Equity Loan Electronics Student Loans Artwork Other Real Estate Loans Antiques/Collectibles Other Installment Loans Jewelry Gold & Silver Total Loan Balances $0.00 Other Other Outstanding Debt Estimated Value Total Personal Assets $0.00 Credit Card Debt Unpaid Taxes Cash Estimated Value Other Debt Checking Account Savings Account Total Other Outstanding Debt $0.00 Certificates of Deposit U.S. Treasury Bills Life Insurance Cash Value Money Markets Trust Funds Other Total Cash Assets $0.00 Total Assets $0.00 Total Liabilities $0.00 Investments Estimated Value Stocks Total Net Worth $0.00 Mutual Funds Pension Account IRA or KEOGH Company Savings Account Equity Value of Business Real Estate Bonds Other Total Investment Assets $0.00 Net Worth Calculator Liabilities
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