Budget Planning Set - Personal Size - Planner Inserts

B

Budget

BUDGET WORKSHEET SET PLANNING, OVERVIEW & BREAKDOWN

Income

YEAR / PERIOD M O N T H LY DATE(S)

DESCRIPTION

G R A N D T O TA L S ONCE A YEAR

G R A N D T O TA L S OTHE R

G R A N D T O TA L S

PROJECTED

ACTUAL

Income

N OT E S

Bills

YEAR / PERIOD M O N T H LY DATE(S)

Discretionary (non-essential) expenses CATEGORY / DESCRIPTION

G R A N D T O TA L S

BUDGET

ACTUAL

Bills

ONCE A YEAR DATE(S)

OTHE R

HOA dues, taxes, licenses, tags, regular maintenance, etc.

DESCRIPTION

PROJECTED

ACTUAL

Bi-annual and quarterly payments, insurance, dues, etc.

G R A N D T O TA L S

YEAR / PERIOD

B U D G E T

YEAR / PERIOD M O N T H LY DATE(S)

Living

Non-negotiable expenses & payments CATEGORY / DESCRIPTION

G R A N D T O TA L S

BUDGET

ACTUAL

Living

B U D G E T

OTHE R

DATE(S)

CATEGORY / DESCRIPTION

G R A N D T O TA L S N OT E S

BUDGET

ACTUAL

B U D G E T YEAR / PERIOD M O N T H LY DATE(S)

Personal

Discretionary (non-essential) expenses CATEGORY / DESCRIPTION

G R A N D T O TA L S

BUDGET

ACTUAL

Personal

B U D G E T

OTHE R

DATE(S)

CATEGORY / DESCRIPTION

G R A N D T O TA L S N OT E S

BUDGET

ACTUAL

Budget

YEAR / PERIOD M O N T H LY DATE(S)

C AT E G O R Y CATEGORY / DESCRIPTION

G R A N D T O TA L S

BUDGET

ACTUAL

Budget

OTHE R

DATE(S)

CATEGORY / DESCRIPTION

G R A N D T O TA L S N OT E S

BUDGET

ACTUAL

Budget

YEAR / PERIOD M O N T H LY DATE(S)

C AT E G O R Y CATEGORY / DESCRIPTION

G R A N D T O TA L S

BUDGET

ACTUAL

Budget

OTHE R

DATE(S)

CATEGORY / DESCRIPTION

G R A N D T O TA L S N OT E S

BUDGET

ACTUAL

PL A N N I N G YEAR / PERIOD

Savings

C AT E G O R Y PLANNED EXPENSE DESC

G R A N D T O TA L S N OT E S

AMT NEEDED

PER YR

PER MO

Savings

PL A N N I N G

YEAR / PERIOD C AT E G O R Y

PLANNED EXPENSE DESC

G R A N D T O TA L S N OT E S

AMT NEEDED

PER YR

PER MO

S AV I N G S YEAR / PERIOD

100%

Goal =

C AT E G O R Y / S AV I N G F O R

T O TA L N E E D E D G O A L D AT E DATE

DEPOSIT

G R A N D T O TA L

BALANCE

75%

=

50%

=

25%

=

0%

=

0.00

Goal DATE

N OT E S

S AV I N G S DEPOSIT

BALANCE

S AV I N G S YEAR / PERIOD

100%

Goal =

C AT E G O R Y / S AV I N G F O R

T O TA L N E E D E D G O A L D AT E DATE

DEPOSIT

G R A N D T O TA L

BALANCE

75%

=

50%

=

25%

=

0%

=

0.00

Goal DATE

N OT E S

S AV I N G S DEPOSIT

BALANCE

OV E RV I E W YEAR/PERIOD

Salary, Wages & Tips, Gifts, Interest, Rewards, etc.

INCOME DATE(S)

Budget

CATEGORY / DESCRIPTION

BUDGET

ACTUAL

TOTA L TO WA R D I N C O M E

EXPENSES

Rent, Mortgage, Bills, Debt Payments, Living Expenses, Free Spend, etc.

TOTA L TO WA R D E X P E N S E S

SINKING FUNDS

Planned Future Expenses, Gifts, Leisure, Maintenance, etc.

TOTA L TO WA R D S I N K I N G F U N D S

S AV I N G S

Money Market Account, Retirement, Children's Education, etc.

TOTA L TO WA R D S AV I N G S

Budget

N OT E S

OV E RV I E W

OV E RV I E W

Budget

Current / Projected / Ideal BUDGET

=

=

=

=

=

=

=

=

Use color, numbers and/or text labels to indicate the portion(s) of your income allocated to each category during each budget period.

N OT E S

Budget

OV E RV I E W

Current / Projected / Ideal BUDGET

=

=

=

=

=

=

=

=

Use color, numbers and/or text labels to indicate the portion(s) of your income allocated to each category during each budget period.

N OT E S