Monthly Budget Worksheet PDF Details

If you're looking for a way to get your finances under control, a monthly budget worksheet can be a great tool. This form can help you track your income and expenses each month, so you can see where your money is going and make adjustments as needed. You can download a blank budget worksheet or use one of the templates provided below. There are many different ways to create a budget, but having some sort of written record is a key component of successful money management.

Here, you will find quite a few information regarding monthly budget worksheet PDF. Before you fill in the form, it's worth reviewing more about it.

QuestionAnswer
Form NameMonthly Budget Worksheet
Form Length3 pages
Fillable?Yes
Fillable fields300
Avg. time to fill out30 min 22 sec
Other namesfreddie mac monthly budget sheet, fannie mae budget worksheet, fillable budget worksheet freddie mac, monthly budget templates

Form Preview Example

Monthly Budget Worksheet

To help you track your expenses and build a monthly budget, use the following worksheet for at least two or three consecutive months. This will give you a sense of where you are spending your money and changes you can make to improve your situation, if necessary.

Budget for the month of

NOTES:

Complete all ields that apply.

Fields with an * are not monthly bills but expenses likely to occur throughout the year. Budget and save a set amount for each that might apply to you so you have the extra money to pay these bills.

If you are having trouble paying your mortgage or other bills, reach out to a HUD-certiied housing counselor at (888) 995-HOPE. Housing counselors can help you contact and work with your lender to get help with your mortgage, and also provide free budget and credit advice.

Category

Monthly Budget

Monthly Actual

Difference

Notes

Income

Monthly pay (after taxes)

Alimony or child support received

Other income

Total Monthly Income

Expenses: Housing

Mortgage or rent

Real estate property tax

Personal property tax

Homeowner’s or renter’s insurance

Homeowner’s association or condo fees

Total Housing Expenses

Expenses: Utilities

Electric

Gas/heating oil

Water/sewage

Telephone

Trash collection

Cable TV

Internet provider

Cell phone

Continued on next page

1

Monthly Budget Worksheet

Category

Monthly Budget

Monthly Actual

Difference

Notes

Expenses: Health/Medical

*Expenses that you can budget for, so you have money saved to pay for unplanned or annual bills.

Medical insurance

Dental insurance

Doctor/lab*

Dentist*

Orthodontist*

Therapist*

Eyeglasses/ophthalmolo-

Hospital/emergency*

Medicines*

Other

Total Health/Medical

Expenses

Expenses: Transportation

*Expenses you can budget for, so you have money saved to pay for unplanned or annual bills.

Car payments

Car insurance

Car maintenance/repair*

Mass transit costs

Gas

Parking/tolls

Tags/inspection*

Total Transportation

Expenses

Expenses: Credit Cards, Loans, OE

*Expenses you can budget for, so you have money saved to pay for unplanned or annual bills.

Credit Card:

Balance:

Credit Card:

Balance:

Credit Card:

Balance:

Student Loans

Legal Fees

Alimony/child support paid

Total Credit Card/Loan/

Other Balances and Fees

Continued on next page

2

Monthly Budget Worksheet

Category

Monthly Budget

Monthly Actual

Difference

Notes

Expenses: Food and Entertainment

Groceries

Meals out

Entertainment (movies, etc.)

Hobbies

Total Food and

Entertainment

Expenses: Children

Child care

School tuition

Lunch money

School supplies

Lessons/sports

New clothing

Personal grooming

Allowances

Other

Total Children Expenses

Expenses: Personal

Dry cleaning/laundry

Personal grooming

New clothing

Total Personal Expenses

Expenses: Savings/Large Expenses

*Expenses you can budget for, so you have money saved to pay for unplanned or annual bills.

Savings amount going into an account each month

Gifts (holiday, birthday)*

House maintenance/ repairs*

Furniture*

Church/charity*

Vacation*

Total Savings/Large

Expenses

Total Monthly Income

Total Monthly Expenses

Difference

3

How to Edit Monthly Budget Worksheet Online for Free

It's easy to fill out the freddie mac budget file with our PDF editor. The next actions will allow you to easily create your document.

Step 1: Hit the button "Get form here" to open it.

Step 2: You will discover each of the actions that you may take on the template after you have entered the freddie mac budget editing page.

The PDF document you wish to fill out will cover the following sections:

freddie mac budget worksheet gaps to complete

Write down the appropriate particulars in the section Homeowners, or, renters, insurance Homeowners, association, or, condo, fees Total, Housing, Expenses Expenses, Utilities Electric, Gas, heating, oil Water, sewage Telephone, Trash, collection Cable, TV Internet, provider Cellphone, and Continued, on, next, page

part 2 to completing freddie mac budget worksheet

It is necessary to provide certain particulars in the area Monthly, Budget, Worksheet Category, Monthly, Budget Monthly, Actual Difference, Notes, Medical, insurance Dental, insurance Doctor, lab Dentist, Orthodontist, Therapist, Eyeglasses, oph, thal, mol, o Hospital, emergency and Medicines.

Filling out freddie mac budget worksheet stage 3

The Medicines, Other, Total, Health, Medical, Expenses Car, payments Car, insurance Car, maintenance, repair Mass, transit, costs Gas, Parking, tolls Tags, inspection and Total, Transportation, Expenses area could be used to identify the rights and responsibilities of each side.

part 4 to entering details in freddie mac budget worksheet

Review the fields Credit, Card, Balance Credit, Card, Balance Credit, Card, Balance Student, Loans Legal, Fees Alimony, child, support, paid and Continued, on, next, page and then fill them in.

freddie mac budget worksheet CreditCardBalance, CreditCardBalance, CreditCardBalance, StudentLoans, LegalFees, Alimonychildsupportpaid, and Continuedonnextpage fields to complete

Step 3: Once you have clicked the Done button, your file is going to be ready for transfer to any kind of gadget or email you identify.

Step 4: Get minimally several copies of the file to avoid any possible future problems.

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