Monthly Budget Worksheet

Monthly Income

Job Income (take home pay) $

Interest and Dividends $

Rental Income $

Other Income 1 (e.g. parents) $

Other Income 2 $

Total Income  $

 

Monthly Fixed Expenses

(same amount each period)

Mortgage/Rent $

Loan Payments  $

Car  $

Student Loans $

Other Loan 1  $

Other Loan 2  $

Cable/Internet Services $

Insurance (car, medical, life, etc.)  $

Other Fixed Expense 1 $

Other Fixed Expense 2  $

Total Fixed Expenses   $

 

Monthly Variable Expenses

(amount varies each period)

Entertainment (dining out, movies, travel, etc.)  $

Food  $

Transportation (gasoline, bus fare, taxis, etc.)  $

Consumer Credit (credit cards, etc.)   $

Other Utility 1  $

Other Utility 2  $

Other Variable Expense 1 $

Other Variable Expense 2   $

Total Variable Expenses  $

 

Total Income – Total Fixed Expenses – Total Variable Expenses = $ ______________Surplus/(Deficit)

 

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