Budget Worksheet PDF Details

A budget worksheet gives you a structured way to track all monthly income and expenses. List what you earn, then list what you spend, and compare the two to find opportunities to save.

The form is divided into sections for each spending category:

After completing each section, add up the subtotals to get your monthly total. If your total expenses exceed your income, the worksheet helps you pinpoint where spending can be reduced. For additional financial tracking, an income and expense statement is a useful companion.

QuestionAnswer
Form NameBlank Budget Template
Form Length1 pages
Fillable?No
Fillable fields0
Avg. time to fill out15 sec
Other namesmonthly budget form, monthly budget sheet, monthly budget worksheet, fillable budget worksheet

Form Preview Example

Monthly Household Budget Worksheet - List your monthly payments/expenses

Your monthly budget is an important part of helping you to best manage your money. It also helps us to determine how we can help find opportunities to assist with keeping you in your home. Please review and complete each item carefully.

IMPORTANT: If you see an area in which you can reduce a monthly expense, please put a check-mark in the box to the right of the amount; this will help you to find possible reductions in your monthly expenses (see bottom of page), and it will help us to assist you. By working together, we can help you to stay in your home.

 

 

Monthly

 

A. Housing

Payment

 

Mortgage or rent

 

 

 

Second mortgage (home equity)

 

 

 

Homeowners association fees

 

 

 

Property taxes

 

 

 

 

 

 

 

Maintenance or repairs

 

 

 

Phone, incl. cell phone(s), pager, etc.

 

 

 

Utilities (water, gas, electricity, etc.)

 

 

 

Cable/satellite programming

 

 

 

Waste removal

 

 

 

Mortgage(s) on other home(s)

 

 

 

Other

 

 

SUBTOTAL OF SECTION A $

E.Transportation

Vehicle 1 (loan payment) Vehicle 2 (loan payment)

Public transportation (bus, taxi, train, etc.) Vehicle insurance (all vehicles) Licensing

Fuel & maintenance Other

SUBTOTAL OF SECTION E $

C. Other Debt

Credit Card # 1

Credit Card # 2

Credit Card # 3

Unsecured (Personal) Loan(s)

Student Loan(s)

Other (list)

SUBTOTAL OF SECTION C $

D. Personal

Entertainment (movies, music, etc.)

Household toiletries and supplies

Medical

Grooming (hair, nails, etc.)

Clothing (including dry cleaning)

Health club or other club fees/dues

Charitable contributions

Pet expenses (food, medical, etc.)

Other

SUBTOTAL OF SECTION D $

 

Monthly

 

E. Food

Payment

 

Groceries

 

 

Dining out

 

 

Other

 

 

SUBTOTAL OF SECTION E

$

 

 

 

 

F. Family (incl. Children)

 

 

Medical

 

 

Clothing

 

 

School tuition

 

 

School supplies

 

 

Organization dues or fees

 

 

Child care

 

 

Toys/games

 

 

Other

 

 

SUBTOTAL OF SECTION F

$

 

 

 

 

G. Insurance

 

 

Home (including Flood Insurance)

 

 

Health (Medical, Dental, Vision, etc.)

 

 

Life

 

 

Other

 

 

SUBTOTAL OF SECTION G

$

 

 

 

 

H. Legal

 

 

Attorney

 

 

Alimony

 

 

Payments on lien or judgment

 

 

Other

 

 

SUBTOTAL OF SECTION H

$

 

 

 

 

I. Savings or Investments

 

 

Retirement account(s)

 

 

Investment account(s)

 

 

College savings

 

 

Other

 

 

SUBTOTAL OF SECTION I

$

 

 

 

 

J. Taxes

 

 

Federal

 

 

State

 

 

Local

 

 

Other

 

 

SUBTOTAL OF SECTION J

$

 

Total of Sections A-J

$

Possible reductions in monthly expenses

$

The information above is true and complete to the best of my knowledge.

SignatureDate

How to Edit Blank Budget Template Online for Free

Use FormsPal's free PDF editor to fill out and save your budget worksheet. Follow the steps below.

Step 1: Click "Get Form Now" to open the editor in your browser.

Step 2: Enter your monthly income at the top of the form. Include wages, freelance pay, and any other income sources.

Step 3: Go through each section and enter your actual monthly costs for housing, food, transportation, and other categories.

Filling out budget sections A through C in the worksheet

Step 4: Complete the remaining sections for debt, insurance, taxes, savings, and legal expenses. Total each subtotal line.

Completing budget totals for all sections in the worksheet

Step 5: Compare your total income to total expenses. Mark categories where costs can be lowered. See also the SSI budget worksheet and the financial planning worksheet.

Step 6: Click "Done" to download or email your completed budget form.

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