Budgeting Worksheet

Income

Income Item Weekly Monthly Yearly
Wages
Interest and dividends
Investment income
Social Security
Retirement Plans
Other Income

Expenses

Housing Weekly Monthly Yearly
Mortgage/Rent
Property Tax
Homeowner/renter insurance
Electricity
Gas
Telephone
Water
Trash Collection
Household maintenance
Furnishings
Home Security
Transportation Weekly Monthly Yearly
Car payments
Car insurance/registration
Gasoline
Car maintenance
Public transportation
Tolls
Food Weekly Monthly Yearly
Groceries
Outside Meals
Outside Snacks
Personal Health and Grooming Weekly Monthly Yearly
Clothing
Medical and dental care
Grooming (hair care, toiletries)
Recreation Weekly Monthly Yearly
Hobbies
Vacation
Entertainment
Newspapers/magazines/books
Physical Fitness
Cable TV
Financial Services Weekly Monthly Yearly
Professional Services
Banking/Credit Card Fees
Life Insurance
Health Insurance
Disability Insurance
Other Insurance
Educational/Professional Development Weekly Monthly Yearly
Child Care
Day Care
Tuition
Allowances
Other Weekly Monthly Yearly
Savings and Investments
Other #1
Other #2
Other #3
Other #4

 

 

 

 

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PurchaseRefinance  

" Refinancing - Home Improvement - Home Equity Loans - Debt Consolidation - Purchase "
Fannie Mae - Freddie Mac - FHA -VA - Conventional - Jumbo Loans

Equal Housing Lender.